Therapist Departure System 🛫

$19.00

Hiring the therapist is only the beginning. Someone leaving your practice creates approximately 900 tiny things to remember. This system helps you organize client transitions, communication, documentation, administrative tasks, and the details that are easiest to miss when you’re already juggling everything else. I've put together notice letters, forms, and a release of information for you to start when you're ready.

Use the documents to outline the departure process, the Google Form to collect the clinician’s information, and the spreadsheet to keep track of client transitions. You can adapt the pieces to your practice without rebuilding the damn process from scratch every time.

Hiring the therapist is only the beginning. Someone leaving your practice creates approximately 900 tiny things to remember. This system helps you organize client transitions, communication, documentation, administrative tasks, and the details that are easiest to miss when you’re already juggling everything else. I've put together notice letters, forms, and a release of information for you to start when you're ready.

Use the documents to outline the departure process, the Google Form to collect the clinician’s information, and the spreadsheet to keep track of client transitions. You can adapt the pieces to your practice without rebuilding the damn process from scratch every time.

📎 Therapist Departure System · Google Doc
This main document brings together the paperwork and checklists for managing a clinician’s departure.

The document includes:
→ Departure Form + Required Information
→ Pre-Departure Checklist
→ Acknowledgement Statements
→ New Practice Information
→ Release of Information
→ Clinician Termination Letter
→ Sample Client Notification Letters
→ Move-Out Instructions

📊 Client Transition Spreadsheet · Google Sheet
Keep track of the actual client handoff, including release-of-information status, whether clients received the clinician’s new contact information, and whether they’re transferring, staying with the practice, receiving a referral, or becoming inactive. There’s also space to track progress notes, treatment plans, outstanding balances, and chart details that still need attention.

📝 Therapist Departure Form · Google Form
A digital version of the departure form for collecting the clinician’s information electronically instead of using the printable version.

🎨 Canva Logo + Google Form Header Templates
Add your practice branding to the documents and digital departure form, with layouts already sized for each.

Ready to get started?

Therapist Departure System 🛫
$19.00

Hiring the therapist is only the beginning. Someone leaving your practice creates approximately 900 tiny things to remember. This system helps you organize client transitions, communication, documentation, administrative tasks, and the details that are easiest to miss when you’re already juggling everything else. I've put together notice letters, forms, and a release of information for you to start when you're ready.

Use the documents to outline the departure process, the Google Form to collect the clinician’s information, and the spreadsheet to keep track of client transitions. You can adapt the pieces to your practice without rebuilding the damn process from scratch every time.