Table of Contents:
Archive a Service Provider
Restore a Service Provider
Deactivate a Service Provider
Archive a Service Provider
- Navigate to Active Providers.
- Click on the radial buttons to the right of the Provider listing.
- Select Archive and confirm.
Note: if there is an active Service Agreement with an active Plan or any unpaid invoices for this Provider, it will not be possible to archive them at this time. A warning message will display
Restore a Service Provider
- Navigate to Archived Providers.
- Click on the buttons to the right of the Provider in the listing.
- Select Restore and confirm.
Deactivate a provider with Service Agreements
This feature serves as an alternative to Archiving a Provider, allowing you to retain all Service Agreement information without losing any historical data.
Once a Provider is marked as Inactive, you will no longer be able to create claims for them, and they will be removed from your Active Provider Listing, appearing instead in your Inactive Provider Listing.
By flagging a Provider as Inactive, you preserve the entire history of Service Agreements linked to that Provider. This functionality ensures that you can maintain a comprehensive record within Planability of any claims associated with those agreements, including relevant Service Agreement dates and amounts.
Inactive Providers can later be Activated to restore them to your Active Providers, or Archived.
