Q: What happens to records when I delete a user from the system?
A: Records are not deleted when a user is removed. Instead, the system will prompt you to select which user should be assigned ownership of the deleted user's records.
This ensures that:
No patient data or records are lost during user removal
Record ownership is maintained for compliance and tracking purposes
The transition is seamless for ongoing patient care
Q: Do I have control over who gets assigned the records?
A: Yes, you have full control. When removing a user, the system presents you with a selection prompt where you can choose any active user to receive ownership of the records.
This allows you to:
Assign records to the most appropriate team member
Distribute workload evenly among the remaining staff
Maintain logical assignment based on patient relationships or specialties
Q: What types of records get reassigned?
A: All records associated with the deleted user will be reassigned, including:
Patient intake opportunities
Account records
Tasks and activities
Any other data where the user was listed as the owner or primary contact
Q: Can I recover a deleted user account later?
A: Once a user is deleted and their records are reassigned, the user account cannot be restored. However, the records themselves remain intact under their new assigned owner.
💡 Tip: Consider deactivating users instead of deleting them if you think you might need to restore access later.
Related Resources
User Management and Permissions Guide
How to Deactivate Users (Alternative to Deletion)
Record Ownership and Transfer Procedures