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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.

If the provider in question needs to be removed as an eClaims and/or ePrescribe provider, please contact the MacPractice Enrollment Department to complete the necessary paperwork. They can be reached via email enrollments@macpractice.com or by popping the bubble in MacPractice.

First, we'll want to determine which provider(s) will take those patient accounts. The easiest way to update accounts in bulk is to use a Database Utility to change all accounts and patients from the leaving Provider to another Provider.

There are two utilities you'll use to achieve this:

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Second, you'll need to mark the Provider's User Reference as Inactive. This step prevents the user from logging into MacPractice. It will keep them from displaying on any provider selectors in MacPractice; for example, it prevents them from being selected in new charges. Depending on a preference, they may also be hidden from Reports.

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On newer builds, there’ll be an “Actions” drop down underneath the Set Password button:

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On older builds, you’re looking for the “User is inactive” checkbox:

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If you have not completed step one, you may see this alert:

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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 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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Retrieving a MacPractice User

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