Employee Leaving

If an employee leaves your practice, here are some steps you can follow. If using the Time Clock, do not hide or delete any employees until payroll has been processed.

  1. Employees: Mark the employee as hidden.
  2. Security: Mark the user as hidden. Users cannot be hidden if they have the Security Admin permission.
  3. Schedule Setup: Remove the employee from the daily schedule. Use the Copy Day/Copy Week feature to change future days as needed.
  4. Task List and Inbox: Employee task lists can be renamed or reassigned to a new user. To remove it as a To Task List option, right click on the list, click Edit Properties, then set the Object Type as None.

If a provider (doctor or hygienist) is leaving, there are additional steps to follow.

  1. Operatories: If the provider is assigned to an operatory, change the provider, or select none.
  2. Providers:
    • Move the provider's patients to a different provider.
    • Mark the provider as hidden. This will remove the provider as a selection option for appointments and procedures, and it will delete any future schedule for the provider.
    • Manually remove the provider from future appointments (you will need to select a different provider) or use the Update Provs on Future Appts to reassign all appointments for a specific operatory to the scheduled provider.