Removing a team member

Note: Keep in mind, when you remove a clinician or clinical admin, your group will retain any information tied to the clinician or clinical admin, but the clinician or clinical admin will no longer be able to access the files. If you add the clinician or clinical admin back to your account later (after they've been removed), you'll need to make them the primary for his or her clients again. This linking is not automatic. 

You can remove team members like clinicians, schedulers, or billers at any time. Here's how:

Removing team members

  1. Go to My Account > Settings > Team Members.

  2. Select the name you wish to delete.

  3. Scroll to the bottom of the page and click Delete.

  4. In the modal, enter the team member's name exactly as it appears in the system. This is to help prevent accidental deletions of team members. Enter the team members first and last name exactly as it appears to delete them

  5. Click Permanently Delete Team Member to delete the team member.

If the team member is a clinician or clinical admin, you'll receive a prorated credit back to your account for the remaining time for that clinician or clinical admin which will apply on your next billing cycle.

 Note: When a team member is deleted, it is permanent. 

Deleted team members and Insights Reports

Although deleting a team member is a permanent action, SimplePractice will still keep a deleted clinician's history accounted for and traceable in some of your Insights reports. You'll notice that deleted clinicians will remain in the Payments received by clinician report along with the Appointment status report. However, they will be indicated as a deleted clinician by a strike through their name and the word (deleted) next to their name. 

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