Practice Status

Inactivate a Practice

In the event a Practice is no longer in use, you can inactivate the practice to prevent staff members in your office from using it; there is no way to permanently delete a practice. 

  1. Select Customer Setup > Practices.

  2. Use the Show All button to view all practices. Or use the Search field to further drill down your search. 

  3. Select the Practice you want to make inactive.

  4. Place a check in the Make this practice inactive box.

  5. Click Save


Reactivate a Practice

Follow the steps below to reactivate a Practice. 

  1. Select Customer Setup > Practices.

  2. Place a check in the Include inactive practices box to include inactive practices in your search results.

  3. Use the Show All button to view all practices. Or use the Search field to further drill down your search.

  4. Select the Practice to reactivate.

  5. Click OK when "This practice is currently inactive" displays.

  6. Uncheck the Make this practice inactive box.

  7. Click Save.