When someone leaves your practice, there are three things to take care of: their patients, their dashboard access, and — if they were the organisation owner — ownership of the account. Here's how each works.

An organisation owner can remove a departing team member's permissions straight away from Settings → Team — untick everything and they can no longer see patients, leads, billing, or organisation settings, even while their login still exists. See Team Permissions.

Patients assigned to the departing clinician should be moved to another clinician on your team. Message us through the chat bubble with who's leaving and who should take over, and we'll transfer the patients for you — their licenses, progress, and history are unaffected.

To fully remove a team member from your dashboard, message us through the chat bubble and we'll take care of it. If they were a clinician on a subscription plan, this frees up their seat for a replacement.

Organisation ownership isn't something you can transfer from the dashboard — message us with the name and email of the new owner and we'll reassign it. It's worth doing this before the current owner's last day, since only owners can invite team members and change permissions.

Bringing in a replacement? See Adding Team Members.