Getting Started

Business Optimization / Contacts / Getting Started How to Offboard Employees

Organizations should follow the steps below to offboard employees leaving their organization.

To offboard employees:

  1. After the employee’s last day, remove their access and add a “SSO Connection Removed” label.
  2. Audit the user’s account by:
    • Converting all rendered appointments
    • Checking clinical documentation for signatures
    • Ensuring appointments have the correct start and end times
  3. Cancel or delete all past and present appointments that have not been rendered. 
  4. Delete all future appointments.
    • Reschedule clients with another employee, if necessary.
  5. Run payroll for the employee.
  6. It is recommended to add “INACTIVE” to the employee’s last name, especially if there are multiple employees with the same name.
  7. Deactivate the employee’s account.

Getting Started Create a Saved Filter

Once filters have been applied to a screen, the screen view can be saved as a filter. Saved filters can be revisited and accessible to other users in the organization.

To create a saved filter:

  1. Apply desired filters
  2. Click Save this view as a filter
  3. Choose New filter to create a new filter, or select an existing filter to overwrite it
  4. Enter a name for the filter
  5. Select the checkbox next to Allow others in your organization to subscribe to this filter to allow other employees to add the same filter to their accounts
  6. The saved filter will be on the left-hand side of the page under “Recommended Filters”