Plan continuity before the handoff
Start with your current agreements, delegated services, provider roster and patient follow-up needs. Discuss timing, records access, outstanding evaluations and escalation arrangements with the departing and incoming clinical teams.
Review the practice you operate today
Identify changes in services, locations, equipment, personnel and prescribing. Confirm who is responsible for each clinical activity and how supervision will be documented.
Document responsibilities
Agree on the transition plan and required approvals before the new arrangement takes effect. This site does not terminate an agreement, appoint a physician or authorize treatment.