Planning a transition

Keep clinical responsibilities clear.

A change in medical leadership calls for an organized handoff.

1. Review the current agreement, notice obligations, and clinical responsibilities.
2. Identify patient evaluations, active treatment plans, records access, and follow-up needs.
3. Confirm the incoming clinician’s role, availability, and appropriate supervision arrangements.
4. Document the transition date, communication plan, and escalation process.

Specific steps depend on your services, team, and agreements. Discuss legal questions with your healthcare counsel.

Discuss a transition