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Stop access for ex employee



1 comment

  • Sara

    Hi Jennifer,

    When you remove a clinician's profile from your account, you have the ability to re-assign all the clients assigned to that clinician, to someone else in your account. By doing this, you will not need to keep the clinician's account open so that you can resolve the billing for that clinician's clients. When the clinician is leaving, go to Settings > Team Members > delete the team member > reassign the clients. Then the clinician will no longer have access and you can work on resolving the billing for those clients.

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