When a staff member leaves the office, removing their user is one important step for security. The steps are different depending on whether that user was a regular user or a provider in MacPractice.
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Removing a Regular MacPractice User
If you need to remove a non-Provider Reference the first thing you will want to do is mark their User Reference as Inactive. This step prevents the user from logging into MacPractice. In builds of MacPractice earlier than 12.15, you can simply do this by clicking the "User is Inactive" checkbox under the Username field, as indicated in the screenshot below.
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After the employee is removed, MacPractice recommends that all existing users' passwords and any Remote Access logins be changed for security.
Removing a Provider
A Provider is often associated to many types of records in MacPractice. When they leave the office, there are a couple of steps you'll want to take to discontinue their access and adjust patient records so they are no longer associated with the leaving Provider. You'll still want to retain the provider's user reference for your records, but a few simple steps will minimize accidental usage of that Provider record.
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With these steps accomplished, the leaving provider will no longer be available to select for new charges, and no patients will be currently tied to the leaving provider. We recommend stopping here, as this achieves the goal of disabling the provider account while also retaining historical records of the provider's impact for future reference.
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We do not recommend that you archive a provider user. |
Retrieving a MacPractice User
In MacPractice builds 9 and above, simply go to your Menu bar, select File > Retrieve Archived >Users. Select the user, click Retrieve, then reload your sidebar in References to view this user.
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