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:
-
From your agency dashboard, hover over Tracker in the side navigation bar
-
Click on Master Approved Provider Manager
-
Navigate to the Agency Master List tab
-
Find the provider you wish to remove
-
Hover over the Manage Provider button under the Actions column
-
Click Remove Provider
-
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.