Deactivating/Deleting Users, Locations and Bank Accounts

 

It is preferable to deactivate rather than delete, because:

o       Deactivation does not prevent you from accessing historical data; you can still run old financial reports, refer to an inactive appointment book, view inactive accounts and so on. On the other hand, if a practitioner (for example) has been deleted with a 'data drop' (see below), all trace of the deleted practitioner is removed from MedicalDirector Blue Chip.

o       You can deactivate practitioners or locations without assistance from MedicalDirector Customer Care staff. However, in order to completely delete a practitioner it is necessary for MedicalDirector to run a 'data drop' on your system. A fee may be charged for this service.

o       You can reactivate a practitioner, location, or bank account if circumstances change. However, once deleted, a practitioner, location or bank account can never be reinstated i.e. although they can be 'added' to MedicalDirector Blue Chip again, they will appear as new entities, without the historical information of their predecessors.

 

A Note about Bank Accounts and Locations:

Bank Accounts and Locations are intricately connected. As a general rule, you will not be able to deactivate a bank account without also deactivating the matching location, and vise versa. Furthermore, you will not be able to deactivate a bank account that is associated with an active practitioner or location.

If you deactivate a practitioner or location that is linked to a shared bank account (i.e. shared with other practitioners or locations), then the bank account itself will remain active.

You can edit a bank account if the account name or number has been entered incorrectly. However, this will necessitate a call to MedicalDirector Customer Care , as you will need an authorisation code to access the Bank Account Details dialogue box.