In order to remove a provider from monitoring in Passport, you must have Advanced Provider Access and/or Integration Import Access selected in your user permissions. If you do not have these authorities, you must get approval from an administrator at your organization.
This article outlines two methods to terminate (delete) a provider from monitoring in the Passport System:
During Onboarding, your implementation specialist will suggest which option is best for your organization.
Reminder: It is best practice to stick with ONE method of updating to ensure your system stays organized. Check with your system administrator to confirm what way of adding/deleting providers in the system your company has chosen.
Below are the steps for each method:
A) File Method: (Integration Import Access required)
1) Use Column labeled "Monitoring End Date" to terminate a provider via the File Method. The date can be in the future or the past. If the entered date is in the future, the system will not term the provider until the designated date. Make sure the date is formatted correctly. (Example: MM/DD/YYYY = 11/20/2011)
*If your organization is sending an update file from the HR system, then terminations may also be sent via your HRIS once you have termed an employee from the HRIS. Generally, we recommend an organization sends a file at minimum one time per monthly so the termination from Passport will not occur until your next data import.
B) Manual Method: (Advanced Provider Access) Caution! Terminations are permanent. We default the earliest termination time to midnight of the current day when terminating manually. You can, however, select a future day and time for a future termination to take affect:
From your Dashboard > Providers > "View" for selected provider > "Unit/History.
Click 'Set End Date' and enter the: date, time, and time zone. The date will automatically populate to tonight date at midnight. You may change the time to terminate the provider sooner than midnight however, you can only select a time in the future. You will be unable to select a time in the past.
Click either 'Back' button to terminate (remove) another Provider.