Deactivate an Individual Provider Record
Use the following steps to deactivate an Individual Provider.
1. Click Resources in the menu, then click Individual Providers.
2. The Individual Providers screen
displays. Click on the Provider you wish to deactivate.
3. The View Provider screen displays. Click Deactivate.
4. The Deactivate Provider screen displays. Click Continue.
5. The View Provider screen displays. The Status is updated to reflect that the Provider Record is now Inactive.
6. Once the record is made inactive ensure all clients have been unassigned under the clients section
If clients are still left assigned they may still receive copies of monthly statements if this option is enabled in your organisation