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Procentive Knowledge Hub

When a Staff Leaves Your Agency

Overview

When a staff is no longer employed by your agency, it is important to remove their access to Procentive immediately. This article will explain the recommended steps to take when a staff member leaves your agency.
Before inactivating this staff, if they have any future appointments in the calendar with clients, these appointments should be changed to a different staff.

Inactivate a Staff

Step 1: Go to the Staff Module.

  1. Double-click on the staff line
    • The Change Staff window will open.
  2. Click the Role tab.
  3. Change Role drop-down to None.


     
  4. Click Save.

Step 2:   Review the staff's clinical documentation in the Clinical/Charting Module and service lines in the Time Module to be sure they've been completed.

  • Service lines do not need to be billed out prior to inactivating a staff. 
  • Payments can still be applied to services performed by inactive staff.
  • Staff receiving commissions will still appear on the commissions report in the Commissions Module, even when the staff is inactive.

Step 3:   Return to the Staff Module.

  1. Double-click on the staff line
    • The Change Staff window will open.
  2. In the Staff tab, enter the staff's Termination Date (optional).


     
  3. In the Staff tab, change Active drop down to Inactive.


     
    • A new field called Date of Inactivation will appear.
      • Enter the date the staff's profile was made inactive in Procentive (optional).


         
  4. Click Save.

Step 5:  Once all billing is done for this staff, remove the commission rate from the Staff Module > Rates tab to prevent this staff from showing up in the Commissions Module               should a takeback occur for one of their service lines.

Additional Resources

Locate Inactive Staff

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