A step-by-step guide for removing a Patient Group Manager from a Patient Group.
On the Dashboards under Group Management, click Patient Groups.
Select the Patient Group on the left side of the page.
Don't select an icon on this side of the page.
On the right side of the page under Managers, click the trashcan icon to the right of the name of the Manager to be removed from the Patient Group.
You can use the search bar to locate the specific Manager, if needed.
A confirmation window will open. Ensure that the window says "Remove manager" at the top. Also, ensure that the name in the confirmation window is the Patient Manager that should be removed. If the information is correct, click Ok. If not, click Cancel to return to the Patient Groups page.
One Patient Group Manager
Every Patient Group must have at least one Patient Group Manager. If there is only one Patient Group Manager, the trashcan icon to the right of the Patient Group Manager's name will have a slash through it to show that the Manager cannot be removed at this time.
If the Patient Group is still active and Patient Group Manager must be removed, add another Patient Group Manager to the Patient Group. Once another Patient Group Manager has been added to the Patient Group, the original Patient Group Manager can be removed.
If the Patient Group is no longer needed, remove the Patient Group. Instructions are available here.
Locked Patient Group - Staff-Level Permissions
If the Patient Group is locked and the user has Staff-level permissions, the user will not be able to remove the Patient Group Manager.
If the Patient Group is locked and the Patient Group name is selected, the list of Patient Group Managers will appear, but there will not be any trashcan icons on the right side of the Patient Group Manager's name.
To remove the Patient Group Manager, contact your Org Manager.
If the aim is to remove a manager, don't use the trashcan icon on the left side of the page. This button will remove the Patient Group.
If the trashcan icon on the left side of the page is clicked, a confirmation window will open.
The window will say "Remove Patient Group" and include the name of the Patient Group to be removed. Click Cancel to stop the process and return to the Patient Groups page.
For more information on updating Patient Groups, please visit this article: Changing Patient Group Setup