A practitioner leaving is a scheduling problem first: weeks of bookings in their column, each needing a new home and the patient told once. ClinyPal won't deactivate them until you've decided, and writes nothing until you confirm.
What happens
When a practitioner leaves, their future appointments need a home. Deactivating them, or switching off Is this user a practitioner?, opens Before removing as practitioner…, which checks upcoming appointments. If there are none, it says Safe to remove as practitioner and finishes. Otherwise you choose a plan, resolve exceptions, and confirm; changes are written only when you confirm.
Choose a plan
| Plan | What it does |
|---|---|
| Best available for each appointment | Each appointment goes to a free practitioner at the same location who already offers the type. Series stay with one practitioner where possible. |
| Move everything to one practitioner | Pick one person with Reassign to…; dates that practitioner can't take come up as exceptions. |
| Cancel everything and notify patients | Every appointment is canceled and each patient gets a cancellation message. |
| Decide one by one | Opens the full list to set each appointment, series (Whole series to…) or group (Whole group to…) yourself. |
Exceptions and confirmation
Continue to exceptions lists anything the plan couldn't place, marked Nobody is free. For each, Change to another practitioner, Cancel it, or Skip, which leaves it unassigned on the calendar to deal with later. Then confirm. Patients get one message listing all of their changed dates, by their usual channel; a patient with no email or mobile they get messages on is listed afterward under Call these patients directly, and appointments canceled with a payment on file are listed so you can refund or credit these from the invoice.