Practice Management

Staff Accounts

Offboarding Staff

First, go to the Tasks Tab and verify that any tasks that were assigned to the employee have moved ownership to another active employee (or task group box that is monitored)

If your practice uses an authentication platform to login to Carby OS EHR:
Notify your IT team to remove the EHR-Doctors groups from the employee's profile

If your practice uses email, password, and SMS 2-factor authentication to login to Carby OS EHR:

Disable the staff account

1. Go to Staff settings
2. Search for the employee and click into their account
3. Scroll to the Provider Profile section
4. Find "Disabled" and toggle to TRUE (the toggle will turn Green)
5. Click Save in the top right corner

Submit a support ticket to Carbon Support Team and we will mark the staff account as inactive, which will remove the account from being visible in the EHR — this step is especially important because as long as the staff account remains visible, the following can happen:

• Other staff can assign tasks to that account (that can go unnoticed)
• Automated tasks would get assigned
• Other staff can tag that staff account in messages
• Other staff could go in and mark the account as enabled which would allow the departed employee to log in again