How to deactivate an assistant
This guide provides step-by-step instructions on how to deactivate an assistant. It covers removing the client-therapist association, checking for pending visits, and deactivating the assistant. Following this guide will help 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 therapist you want to deactivate.
- Go to the therapist profile.
- Go to the "Clients" tab.
- Select the client to deactivate.
2. Remove the client from the therapist's profile.
2. Make sure there are no pending visits
3. 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:
4. Just select a date range and display the report.
3. Deactivate the assistant
5. Finally, from the Assistants section locate the desired assistant and click on the three dots button, then click on Deactivate:
