Deactivating/Activating Practitioners in the Appointment Book

 

You can indicate that for a given appointment book, that a specific practitioner has become inactive. Flagging a practitioner as inactive will remove them from the list of available practitioners to display appointments for (and subsequently hide all their scheduled appointments).

A practitioner can be flagged 'inactive' for one appointment book, but still remain available to others. Note that you can also simply hide a practitioner, without completely removing them and their scheduled appointments from the appointment book.

1.     Open the Appointment module by either;

o       Clicking

o       Selecting Waiting Room > Appointment Book.

 

2.     If you have multiple Appointment Books in use, select the Appointment Book you wish to use via the associated drop-down list.

3.     Select Setup > Practitioners. The Practitioner Details window appears.

 

4.     Select the practitioner you wish to make inactive.

5.     Click  The Add Practitioner window appears.

 

6.     Tick the Mark As Inactive check box, as shown above.

Remember that if you flag a practitioner as inactive, you will also hide all appointments currently scheduled for them.

 

 

7.     Click  to confirm. You will be returned to the Practitioner Details window, where you will notice the practitioner is no longer available. To view practitioners flagged as inactive, tick the Show Inactive Practitioners check box. Inactive practitioners will be displayed in red, as shown below.


To reactivate a practitioner, simply edit their record again, and remove the Mark As Inactive tick you applied in Step 6.