Practice operations · planned or sudden closure · reviewed 28 August 2026
Practice closure and records handoff
A closure map for client notice, continuity, records custody, vendors, and public information.
Use the resource →Use for planned closure, extended incapacity, retirement, relocation, or activation of a professional will.
This is not a professional will, client termination plan, or legal determination of records custody.
Recheck the source links before relying on an older saved copy. Entries stay in this open page. Copy or print the working copy before leaving.
Working resource
Make the invisible facts visible.
Review point 01
Define the closure facts
Record effective dates, services affected, responsible people, and whether the interruption is temporary or permanent.
Review point 02
Plan client continuity
Document notice routes, emergency information, transition choices, and clinical review responsibilities.
Review point 03
Assign records custody
Record who will maintain access, respond to requests, protect records, and act after the practice closes.
Review point 04
Close vendor pathways
Inventory EHR, phone, email, billing, payment, storage, and website obligations before accounts disappear.
Review point 05
Update public information
Correct websites, directories, voicemail, office signage, and license-related information.
Review point 06
Preserve the closure file
Keep decisions, notices, delivery evidence, contracts, and advice relied upon in one secured record.
Private working copy
Carry the review into your own next action.
Your entries remain only in this open page. They are not saved, uploaded, transmitted, or placed in the URL. Use a non-identifying reference—not a client name.
Your working copy
Controlling material
Read the authority, not merely the worksheet.
Educational information only; not legal, clinical, tax, billing, or regulatory advice. A resource cannot resolve facts it was not given or authority that changed after the review date.
