We now have a few therapists that have left. I want a record of the diary and appointments these therapists saw in the past so assume deleting is a bad way to go? I have unticked the staff member is practitioner box, but the staff members all still show up when I do a clinic report such as appointment list, or when selecting from a list of staff on search options or assigning tasks etc. I can see this being an irritation going forward as out list is already 8 therapists long, plus 3 that have moved on, if we have a bit more turnover the list is going to get really long….can we make the staff member inactive so they do not show up in lists and reports? I can’t see a way…
Anna