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Return of property

By your last day, return:
  • Practice-issued laptop, phone, or other equipment, with chargers and accessories
  • Keys, fobs, and access cards
  • Any paper with client or practice information
  • Anything else on your equipment form
The practice manager checks items against the equipment form and records the return. If something’s lost, tell us; we’ll work it out. Don’t just not mention it. Practice data on personal devices is wiped from the managed work profile by Zack. Confirm with him that it’s done.

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Client transition

Your clients are the practice’s clients, and they’re also people in the middle of treatment. The transition is handled as a clinical process, together with Helen, starting the day you give notice. The process:
  1. Plan with Helen. Within a few days of giving notice, review your caseload with Helen. For each client: stay with the practice (with whom), continue with you elsewhere (if that’s an option and appropriate), or refer out.
  2. Tell each client in session, with enough time for a real ending. At least two to three sessions where possible. Tell them their options, plainly, and let them choose.
  3. Document each conversation and the client’s decision.
  4. Complete a transfer summary for any client staying with the practice or being referred, so the next clinician has what they need.
  5. Close the loop. Every client has a documented plan before your last day. No client learns you’ve left from the front office.
What you don’t do:
  • Pressure or recruit clients to follow you
  • Contact clients about your departure through any channel except the practice’s
  • Take, copy, or photograph any part of a client’s record
  • Continue treating a practice client after your last day without their record being properly transferred through the release process
Clients at risk. A client at elevated risk needs extra care in transition: a warm handoff to the next clinician, an updated safety plan, and Helen’s direct involvement.

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If you’re leaving suddenly

If a sudden separation means you can’t do the transition yourself, the practice handles it. Helen or the front office contacts each client, explains that you’re no longer with the practice (without details), and offers options. Your records must be complete for this to work, which is one more reason notes are done on time.

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After you leave

Clients may contact you directly. Be kind, and refer them to the practice for their record and for any transition questions. If a client is in crisis and reaches you, respond as a clinician would, and let the practice know.