Mark a Staff Member as Inactive/Reactivate Staff Member

If a Staff member no longer works at the practice, they can be marked as inactive.

1. Go to Location Management > Staff tab

2. Find the Staff member

3. Remove the tick from Is Active

4. Click Yes                                                                                                       

Reactivate Staff Member

Once the Staff member has been made inactive, they will be removed from the drop lists. If the Staff member needs to be made active again, inactive Staff members will need to be viewed as well as active Staff members.

1. Go to Location Management > Staff tab

2. Operations menu > Show inactive staff as well                                                                 

3. In the Staff Member dropdown menu, select inactive staff member

4. Place a tick in Is Active

Reactivate Security Access

1. Go to Location Setup > Security

2. In the Record menu > select Show Users or Groups with Denied Access

3. Double click reactivated staff member                                                               

4. Select Allowed                                                                                                                   

5. Select OK

Set or Change a Password