Prepare for a staff departure
Hand over a leaving teammate's notes, appointments, conversations and sign-off cover before you remove them.
Purpose
Removing someone from your clinic doesn't move anything they were holding. Their appointments, conversations and sign-off cover stay with them. Hand each one to someone before you remove them.
Before you start
do this while they still have access, so they can sign their own notes and hand over their
conversations.
if you need to cut someone off right away, remove them first (step 5), then
work through steps 2–4 yourself.
Steps
Step 1: Get their notes signed
Doask the departing doctor to sign their unsigned consultation notes before their last day.
Soonce they're removed, only an Owner with prescribing, or a doctor covering for them, can sign those
notes, and each one needs a written reason.
Step 2: Move their upcoming appointments
Dofind each upcoming appointment with them. Book the patient with another doctor, then cancel the old
appointment. If no one can see the patient, cancel it and let the patient know.
SoKeel doesn't move their appointments to another doctor for you.
rescheduling an appointment changes its time, not its doctor.
Step 3: Hand over their conversations
Doask them to open Inbox, select Mine, and assign each open conversation to a colleague. Any
conversation they took over from the agent should go back to the agent or to a colleague.
Soa conversation they took over keeps the agent paused until someone else picks it up.
Step 4: End sign-off cover they hold
Doask each doctor who chose them as cover to open Settings, then Sign-off delegations, and select
Cancel on that row.
You'll seethe row changes from Active to Revoked.
Soremoving them doesn't end that cover by itself. Without this step the row keeps showing Active, even
though they can no longer sign.
Step 5: Remove them
Doon Team, select ⋯ next to them, then Remove from clinic.
You'll seethey're no longer listed under Members.
Result
You'll seeno upcoming appointments with them, and no Sign-off delegations row that lists them as
Active.
Sotheir patients, conversations and unsigned notes each have someone looking after them.
Limits
Keel has no departure checklist or handover screen. These steps are manual.
your Front Office agents stop offering a removed doctor for bookings by themselves.
the notes they signed and the records they made stay as they are.
Checked against the Keel product source and in the live product on 2026-10-09. The Sign-off delegations page and its Active, Upcoming and Expired counts were observed. Signing notes, moving appointments, handing over conversations, ending cover and removing a teammate were not exercised.