How To: Disable a User

Follow

Users cannot be deleted. We must keep a record of the user for auditing and archival purposes. However, deactivated users are hidden from the active users page by default and do not count towards the practice's user licensing requirements. Deactivated users are not able to log into TherapyNotes. Deactivated Clinicians, Interns, and Clinical Administrators are no longer charged the monthly subscription fee. 

A user assigned the role of “Practice Administrator” can disable users. 

  • Click STAFF > Click staff user > "Information" tab
  • Click anywhere on the "User Information" box to open it for editing. 
  • Change the “Status” drop down box to “Inactive”. 
  • Click the green “Save Changes” button.    

 

Have more questions? Submit a request

Comments

  • Avatar
    Carol Cirabisi

    So, if I make a user inactive, I will still be able to access all of their prior clinical, billing and revenue information, correct?

  • Avatar
    Sean Behan

    Hi Carol,

    All of that information will continue to be stored in the system. You would need to have the proper roles / access permissions to be able to see the information, but it will still be available. Thank you.

  • Avatar
    Jay Slovick

    How can I reinstate a user?

  • Avatar
    Rachael

    Jay,

    To make an inactive user active again, Click Staff > Show Inactive Users > Select user > click 'Edit' in User Information > Set the Status drop down menu to 'Active' > Save. If you have further questions, please contact our Success Team at 215-658-4550 or by email at Support@TherapyNotes.com. Thank you.

  • Avatar
    Jennifer Becker

    If I deactivate a user (she is a clinician and biller for assigned patients only and I hold all higher level roles), and they have clients with outstanding balances, will the balances continue to show on my billing reports? Or does her profile need to remain active in order to reconcile all accounts as payments come in?

  • Avatar
    Rachael

    Jennifer,

    Making the clinician inactive would not impact the outstanding balances. You would still see those balances on your billing reports. If you have further questions, please contact our Success Team at 215-658-4550 or by email at Support@TherapyNotes.com. Thank you.