Practitioner Leaving or Returning

When you know the last day a practitioner is working in your office, you want to terminate their schedule to ensure there are no booking errors.Tip! It's important to follow these steps as ChiroSUITE's monthly billing is based on the number of active practitioners in your office.

Note: This is a 3 step process:

Practitioner Leaving

Step 1: Utilities -> Practitioners -> Setup Wizard -> Work Schedule

1. Click [Terminate Schedule].
2. Enter last day of work.
3. Click [Save].
4. Click [Next] and process through wizard. Tip! IF there are any future appointments booked they will appear when processing the wizard, PRINT the list so you can appropriately deal with these bookings the practitioner will no longer be available for.

Step 2: Utilities -> Practitioners -> Setup Wizard -> Schedule Layout

1. Put check mark in both "Hide from appearing in schedules and lists". Tip! Practitioners will still appear in lists to receive payments and run reports, in cases where you don't see them click [All].
2. Click [Next] and process through wizard.

Step 3: Users -> User Setup

1. Find practitioner in "Quick Search".
2. Click [Deactivate].

Practitioner Returning

If a practitioner is returning to your office they do NOT need to be added to ChiroSUITE again, reactivate them by following the steps above in the following order:

Step 1 - Create new work schedule Tip! for this step, see screenshot 1 below to be able to find your inactivated practitioner
Step 2 - Unhide check boxes in order to appear in schedules and lists Tip! for this step, see screenshot 2 below to be able to find your inactivated practitioner
Step 3 - Activate logon Tip! for this step, see screenshot 3 below to be able to find your deactivated practitioner

Screenshot 1 - Utilities -> Practitioners -> Setup Wizard -> Work Schedule
1. Click [Show All] to see inactive practitioners. Note: Screen shot says [Show Active] as [Show All] was already clicked to show inactive pracs in list for purposes of this article.
2. Click [Next] and process through wizard.

Screenshot 2 - Utilities -> Practitioners -> Setup Wizard -> Schedule Layout
1. Click [Show All] to see inactive practitioners. Note: Screen shot says [Show Active] as [Show All] was already clicked to show inactive pracs in list for purposes of this article.
2. Click [Next] and process through wizard.
 
Screenshot 3 - Users -> User Setup
1. Click [All] to see inactive practitioners

For more information see our "Terminating Work Schedules" -> You can access the video directly through ChiroSUITE by going to Help -> ChiroSUITE Help Videos -> Terminating work Schedules

 

 Email Help@chirosuite.ca or Call toll free at 855.509.1111 

 

Training video's and webinars can be accessed directly through ChiroSUITE!

Help->ChiroSUITE Help Videos 

_______________________________________________________________

Check out our Facebook page for AMAZING weekly tips and tricks!