Hands off data drama: Instantly unlink practitioner-client relationships

Taylah Cini

4 mins to read

Taylah Cini

4 mins to read

Hands off data drama: Instantly unlink practitioner-client relationships

We're rolling out a critical update that gives you complete, self-service control over your data relationships: Instant Practitioner Unlinking.

Designed to address linking errors instantly, this enhancement empowers your admin users to self-correct practitioner-client relationships, guaranteeing clean records and boosting operational speed.

We know linking errors happen. A slip of the mouse, a quick setup with the wrong client, it's a tiny mistake that used to turn into a support ticket, forcing you to wait for a fix.

Not anymore.

Previously, correcting an incorrect practitioner–client association meant submitting a ticket and waiting for back-end intervention. Now, eligible admin users can instantly unlink these relationships within splose. Think of it as hands-off automation for data hygiene.

This intuitive, self-service capability means admin is simpler, guaranteeing clean records and giving you a boost in operational speed.

Introducing three key improvements with this update, all designed to empower your admin team to manage data integrity effortlessly:

Complete control over data relationships

Sometimes, a link is just wrong (we get it). The new unlinking feature empowers Account Owners, Practitioner Admins, and Practice Managers to instantly remove incorrect practitioner–client associations.

This is crucial for correcting historical linking errors that originated from past appointments, ensuring your patient list and data are always reliable and free of accidental links.

Zero reliance on support, zero delays

This is the biggest win for your workflow. By letting you self-correct practitioner links, we drastically reduce administrative delays and eliminate the need for a support ticket on this task.

This instant capability dramatically improves your operational efficiency, allowing your team to focus on clients rather than data cleanup. You now have full control over your data hygiene.

Stronger data integrity and confidence

This feature increases your confidence in your practice's data accuracy. Enabling immediate correction of historical linking errors means you maintain a cleaner, more trustworthy database.

Learn all about how to navigate unlinking a practitioner from a client in our support article or reach out to our friendly chat support for help.