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How to change Provider status, 'Active' 'Inactive' and 'Blacklisted'


​Provider profiles can be updated to reflect their current status within CareSquare. Available provider statuses include:

  • Active – Provider is currently active and available for use.

  • Inactive – Provider is no longer active but remains in the system.

  • Blacklisted – Provider is restricted from future use.

Changing a Provider Status

  1. From the left-hand navigation menu, click Providers. Locate and double click on the provider you would like to update.


  2. Inside the provider profile, locate the current provider status in the top-right corner of the page.


    Click the status dropdown to view the available options:

    • Active

    • Inactive

    • Blacklisted

Benefits:

  • Data Preservation: By inactivating instead, you retain valuable historical data associated with the provider. This is crucial for:

    • Auditing: You can easily track past transactions and interactions with the provider.

    • Invoicing: You can still process future invoices from this provider if needed.

    • Reporting: Historical data can be valuable for various reports and analyses.

  • Data Integrity: Inactivating maintains the data structure and relationships within your system, preventing potential data inconsistencies and errors that could arise from outright deletion.

  • Flexibility: You can easily reactivate the provider whenever necessary, allowing for seamless re-engagement.





















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