Dentrix Ideas

Remove or Archive Providers no longer with the practice

We have maximized our providers and are no longer able to add new providers. To make room for new providers, we would like to be able to archive deceased or inactive providers.
  • Guest
  • Jul 9 2019
  • Planning to Implement
  • Jul 9, 2019

    Admin response

    This is definetly a valid request, and it's an understandable pain point. I'd like to recommend you contact our support team though, they do have the ability to change Provider ID's, which could potentially allow you to re-use some of the provider ID's that weren't used very much. Either way, I'll make sure this is documented. Thanks.
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  • Carla Downes commented
    14 Oct, 2020 12:14pm

    Also with making room for new providers, when this is done, why should you need to place the provider or employee you want to archive, should a replacement be provided? When that person is archived, can their info still be there for the client or appointment that was created by that person.

    For example, if I go to archive a staff member and I am asked for a replacement staff member to be provided, my thinking is that then any future appointments that have been made by the archived staff are then replaced with the new staff member, it does not make sense if the new staff member was not the one that created those appts because that is false and gives a false sense of accountability, if a mistake as was made on an appt.

  • Guest commented
    9 Jul, 2019 04:16am
    Shouldn't have to see providers that have been gone for years on our reports. Should just be able to inactivate them.
  • Guest commented
    9 Jul, 2019 04:16am
    We have a ton of old providers, I have tried several times to remove them and my system crashes....shouldn't have to be that hard! I have to come in on a day off or stay late, get IT to back-up our server, make sure that 25 workstations are closed out of EVERY Dentrix module and then it crashes, EVERY. SINGLE. TIME. Super Frustrating!! There HAS TO be an easier solution!
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