- Don’t keep your plans a secret:
When patient/clients, family & colleagues know that you have thought about and planned for the management of your practice in the event that you cannot continue to work, they respect and admire you and feel safe and cared for. The failure to live up to an ethical/legal responsibility paints you in a negative light, hurting all who have relationships with you.
- Discuss the professional(s) who might best provide ongoing care for your patients/clients in advance of need.
Finding the “right” clinician is never an easy task, and both talking about and listing clinicians who you might recommend for each patient/client saves time, effort and helps patients/clients feel safe and cared about.
- Organize patient/client files
Whoever is going to manage the wind-down of your practice at times of need should know how to access your records. Having paper records organized into groupings of “current cases,” “past year cases” and closed cases by year will make the task of obtaining and providing files efficient and effective.
- Write out a Professional Will
Make sure it contains information such as computer passwords, plans for furnishings (desks, chairs, art on walls, decorations, etc.) contact information for office landlord and a list of all who should be notified of the closing of the practice.
- Have each patient/client sign a release, allowing a practice “closer” to make contact and coordinate transfers of files and cases.