How to Remove a Provider from Your Agency Master Provider List

Delete a provider-specific entry to remove custom rules and return to default category-based tracking

Overview

If your agency no longer needs to track or apply individualized limitations to a specific CE provider, you can remove them from your Agency Master Provider List.
Once removed, any provider-specific rules—such as hour limitations, effective dates, or custom classifications—will no longer apply, and the provider will revert to default category-based tracking only.

Steps to Remove a Provider:

1. From your agency dashboard, hover over Tracker in the side navigation bar

2. Click on Master Approved Provider Manager

3. Navigate to the Agency Master List tab

4. Find the provider you wish to remove

5. Hover over the Manage Provider button under the Actions column

6. Click Remove Provider

7. Confirm the removal when prompted

⚠️ Important Note

Removing a provider from your Agency Master List will:

• Delete any hour limitations or active date rules previously applied

• Discontinue any provider-specific tracking

• Revert the provider to industry-level defaults and category-based rules only

If the provider remains in the industry list, you can re-add them at any time to reapply specific tracking.