How to Disable a User

If a user's account needs to be disabled, this can be done by a security administrator.  You will not be able to permanently delete a user record because deleted accounts may cause issues with patient records.  

1.  From the Chart Room:

Chart Room (Classic):

Chart Room (New Layout):

2.  Create a supervisor for the user so that there will be access to that person's work areas for billing, claims, notes, etc.  This can be done by:

   a. Select the user's name (the one you would like to disable) on the left in Settings + Directories. 

   b. Under Supervisor(s) in the top right of the window, click on  for the "Choose Clinician" pop-up window.

   c. Find the user who will be the supervisor and click the user's name. 

   d. Once a name has been populated in the field, click the  button.

   e. This will add the user as a supervisor. 

   f. You can add as many supervisors as needed by following steps b through e.  

3.  From Settings + Directories, go into the Security Center by clicking the  button. 

4.  You will need to enter your ICANotes password for verification.

5. In the Security Center, locate the user that you want to disable and click the  button to the right of his/her name.

6. In the user's settings, click the  button on the right.

7. When you receive the disable confirmation, click the  button.  

8. You will see a processing window. 

9. Once it has finished processing, you will see in the user's settings that the account has been disabled. 

10. Click the  button in the upper left to return to the Security Center.

11. In the Security Center, you will notice that the account is disabled because the user's name will appear in red and lined through.

12.  Click the  button to return to Settings + Directories.

Important note: Once the user's account has been disabled, you will no longer be billed for this user's account.