Cluny
Junior Member
Posts: 87
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Post by Cluny on Mar 3, 2015 19:15:06 GMT -6
Is there a way to exclude certain employees from the task list? We have a doc who got married and changed her name. We have to keep the "old her" listed for old invoices and schedule purposes, but people keep assigning tasks to the "old her" and she doesn't check that list regularly. In a similar vein we have a couple of accounts that are there only as providers (ie a contact lens employee that has slots available for CL training). Can we exclude them from the tasks list as well?
Edit: This happened again today with an emergency patient. We have covered selecting the correct doctor with our staff, but the original name is at the top of the list.
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Cluny
Junior Member
Posts: 87
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Post by Cluny on May 13, 2015 17:52:53 GMT -6
Any thoughts on this? It happened again. I can't delete the old doctor as this then causes problems with historic invoices and schedules.
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Post by Kraig on May 14, 2015 6:00:41 GMT -6
Short answer is no, you cannot disable tasks from an active employee.
Instead of creating a "new her" you should have just changed "old hers" name. As it appears we are past that point, we can move all of "old hers" schedule and invoices over to "new her", then disable "old hers" account.
The simplest solution would be to add a letter "Z" to the beginning of her name which would take her down to the bottom of the list so people would have to work to task her something.
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Cluny
Junior Member
Posts: 87
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Post by Cluny on May 14, 2015 19:55:38 GMT -6
The problem we ran into with just changing her name was that it broke all the old billing / HCFAs (at least per my biller). I'll look to see if I can artificially lower he name on the list without breaking anything else.
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