There are a few different ways to terminate providers from monitoring. If you are terminating a large group of employees from monitoring at one time, best practice would be to upload a provider file with a termination date under the column for Monitoring End Date (Create Provider Upload File Using SSN)
If you are unable to upload a file for terminations and looking for an in-app solution, you are able to do a bulk termination in Passport as well. Please note, you must have Advanced Provider Admin Access to perform this task. If you do not have this access, you will not be able to complete the following steps and must discuss adding this access with your organization's system administrator.
Please note: Terminations are permanent and will lose all monitor history for your provider. Please exercise caution when using the mass termination feature.
If you log in, click on the providers tab and filter to the specific group of providers you wish to terminate.
Use the checkbox on the top right or individual boxes to select the providers you wish to terminate. You will select Set End Date For Select Providers on the bottom right and press Go.
From here, you have the opportunity to review the providers you will be terminating. It will automatically choose midnight to terminate these individuals. You may move the date and time to an earlier time but it cannot be in the past.
Please be sure to double check that you wish to terminate all providers on your list. Once you terminate the providers, you will only be able to access their monitor records through a Single Provider Compliance Report for a terminated provider. If they are re-entered into monitoring, a full verification will be completed as if a brand new provider.
Once you have approved your list, you can select OK and you will receive a message confirming their termination.
The employees that you have bulk terminated will be removed from monitoring at the date and time that you selected. They will still appear in Passport until that time so if you accidentally terminated someone you shouldn't, you can remove their monitoring end date from their individual provider record.