Team members: removing the Clinician role

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Note: Only the Account Owner has the access level to be able to add or edit team members.

Once a team member is added as a Clinician, you can't remove the Clinician role from them. You can, however, change their Access Level. Learn how to Change a Clinician's Access Level here

 

To remove the Clinician role, you'll need to completely delete the team member from the system, then add them back in as just a Biller, Scheduler, or Supervisor

To do this:

  1. Go to My Account > Settings > Team Members and click on the team member's name.
  2. Scroll down to the bottom of the team member's page. In the lower right corner, click on the red delete button.
  3. Type in the first and last name of the team member's name.
  4. Click on Permanently Delete Clinician. If the button is still greyed out and not a bright red, this means the name was not entered correctly.
  5. Then once you have deleted them completely, you can then add them back as just a biller scheduler.

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