Practitioners who have not yet accepted their splose invite will retain their linked appointments, notes, and billing records.
Cancelling their pending splose invitation ensures that this appointment, notes, and billing record data are retained, and they can be re-invited into splose without risking continuity through lost data.
How it works
Admins and practice managers can invite practitioners into splose. While the event is pending, the practitioner can be booked into appointments, assigned attached notes, and have billing records.
Previously, if a practitioner had a pending invite cancelled, they would be deleted from the system. Now, they will be moved to an inactive table, with their records retained.
Inactive users will be required to re-verify themselves when reactivated to ensure unauthorised access cannot be obtained using the original invitation link.
How-to
To cancel a practitioner's pending invite:
Head to your Workspace Settings.
Under the Team section, select the Users tab.
Locate practitioners with pending invites:
By scrolling manually and locating Invited status, or
By selecting the Status filter, which will group users with the Invited status.
Select the Action (•••) button for the user you would like to cancel the invite for.
Select Cancel Invite.
Reactivate a practitioner
Head to your Workspace Settings.
Under the Team section, select the Users tab.
Locate deactivated practitioners by selecting the Status filter, then selecting Inactive.
Select the Action (•••) button for the user you would like to activate.
Select Activate user.