How to archive a Provider

Inactivating Provider Record 

1) Go to Administration interface, select "User Management" 

2) Go to, and click on "Search/Edit/Delete Provider Records" 

3) Search for Provider Record by either Provider ID No. or Last Name (select radio button, will be Last Name by default) 

4) Click the "ID" number to left of appropriate Provider account 

5) Change the Provider Type in the User Management/Provider Record to "Receptionist"  

6) Delete the Provincial Billing/MSP numbers 

7) Go to "Status" field change it from active (1) to inactive (0) - Basically, replace the 1 with a 0 (zero )  

8) Click on "Update Record" button at very bottom to save the changes. 

Deleting Provider Log In Information 

1) Go to Administration Interface, select “User Management” 

2) Go to, and click on, “Search/Edit/Delete Security Records” 

3) Search Security Records by either Provider No or User Name.   

4) Click the User Name of the appropriate Provider Account 

5) Scroll down to the bottom of the “Update A Security Record” and select the Delete Record button. 

Removing Provider Roles 

1) Go to Administration Interface, select “User Management” 

2) Go to, and click on, “Assign Role to Provider” 

3) Search for Provider Role you wish to remove 

4) On the far right, select Delete.  Repeat this step to remove all EMR roles assigned to the Provider you wish to archive. 

Removing Providers from Groups 

1) Go to Administration interface, select "Search/Edit/Delete Groups" Located in on a tile in the middle of the screen 

2) Go to, and select the Provider you wish to delete 

3) Scroll down and select the Delete button.