How to deactivate an analyst
This guide provides step-by-step instructions on how to deactivate an analyst. It covers removing the client-therapist association, checking for pending visits, and deactivating the assistant. Following this guide will ensure a smooth and proper deactivation process.
1. Remove client-therapist association
1. First make sure to remove the association between the client and the assigned therapists. If the client has any assigned therapist, please remove the association from the therapist profile as follows:
- Go to the therapist profile.
- Go to the "Clients" tab.
- Select the client to deactivate.
2. Make sure there are no pending visits
2. You must verify there are no pending visits with the client. You can use this custom report to find not completed visits within a period of time:
3. Just select a date range and display the report.
3. Deactivate the analyst
4. Finally, from the "Analysts" section, locate the desired analyst and click on the three dots button, then click on Deactivate:
