A link between clients and practitioners is established when an appointment or support activity is booked. This allows access to their details, progress notes, and other information.
You might need to unlink a practitioner when:
Someone linked the client to the wrong practitioner by mistake
The client's practitioner is unavailable or on leave, and someone else will see them
The client no longer needs to see that practitioner
This guide shows you how to unlink a practitioner, and what to do with any upcoming appointments or support activities they have with the client.
Before you begin
Only an account owner, practice manager, or practice administrator can unlink a practitioner from a client.
By default, users with the Practitioner role only see clients they have an appointment or support activity with. Practitioner admins, practice managers and receptionists can see all clients by default. More on user roles →
Video
How to
How to unlink a practitioner from a client
Go to the Clients tab.
Select the client.
In the client's profile, select Practitioner Access in the left-hand menu.
Select the three dots (•••) under the Actions column, then select Unlink Practitioner.
Choose what happens to any upcoming appointments and support activities:
If the client has none, select Unlink Practitioner.
If the client has some, assign them to another practitioner or archive them all, then select Unlink Practitioner.
When assigning to another practitioner, check for any possible scheduling or appointment conflicts before confirming.
Things to note
To see what archiving an appointment does, including whether the client is notified, see Archive an appointment.
When you deactivate a practitioner, splose gives you a similar choice: archive their future appointments and support activities, or assign them to another practitioner. More on inactive users →
Troubleshooting and FAQs
A practitioner can't see a client. How do I give them access?
A practitioner can't see a client. How do I give them access?
Create an appointment or support activity for the client in that practitioner's calendar. This creates the link, and you can archive the booking afterwards if you don't need it.
You can also change the practitioner's role so it can access all clients. More on user roles →