Provider Portal

Remove Client Organization

As a Provider, you may need to remove your Provider-client relationship with an organization if you are no longer providing services to them. In order for a client organization to be eligible for removal:

  • You must be a Provider admin.

  • The client organization must have at least one confirmed owner.

Once these criteria are met:

  1. Open the Provider Portal using the product switcher:

    Provider Portal
    Provider Portal
  2. In the Clients view, use the gear dropdown for the desired client organization to select the Remove option:

Remove client organization
Remove client organization

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