UNLINK - Primary & Subordinate Accounts

Note:

• Multiple Subordinate Accounts MUST be unlinked individually from the Prime Account Holder.

Steps to Unlink a Subordinate Account:

1. Select the “Patients” area in the green, left-hand side menu.
2. This opens the “Patients” page.
3. Locate the Subordinate Account using the search bar or manual scrolling.
4. Select the desired Patient from the "Patient List".
5. This opens the Subordinate Patient's "Patient Dashboard".
6. Select the green “Patient Profile” button in the “Patient Details” section.
7. This opens the “Patient Profile” page.
8. Locate “Account” in the “Contact Info” section.
9. Select the red “Remove Primary Account Holder” button, which will turn gray.
10. When finished, select the blue “Save” button at the bottom of the page.
11. This action unlinks ONLY this Subordinate Account from the Primary.