Smooth Transitions & Supporting Clients When a Provider Leaves
Mar 07, 2023Are you prepared for the transition when a provider leaves your team? With this episode we’re unpacking some things to consider when a provider leaves your team. Listen in and hopefully these strategies will help make your “farewells” a bit easier.
I recommend an off-boarding list in place for when someone leaves, such as getting an official letter of resignation, scheduling an exit interview, making sure all patient notes are completed, returning office equipment, and removing access to systems. It is important to notify current patients early and often, providing them with a letter explaining the transition and three options of referral. It is also important to thank the provider publicly in an email and social media post, and end on a positive note with the employee who is leaving. If additional support is needed, or if you have any questions, feel free to reach out. Help is available!
"You will be remembered as the person who was understanding and kind. And that kindness and positivity will come back to you in the future."
In this episode, you will learn the following:
- How to make a smooth transition when a team member leaves your practice
- How to notify patients and provide referrals when a team member resigns
- How to end on a positive note with a departing employee
And more!
Get all the links, resources and show notes here: https://wellnesscentercreators.com
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About Kendall Hagensen
Kendall is a Somatic Mental Health Therapist, Multidisciplinary Clinic Owner and Business Coach. She specializes in, and is passionate about, working with healthcare professionals to create the businesses of their dreams. Big goals always have a psychological component beneath the surface, so Kendall uses her background in Somatic Psychotherapy and EMDR Therapy mixed with Business Coaching tools to help clients develop a healthy relationship with their business and their strength as a leader.
As someone who lives with a chronic illness herself, Kendall feels that health happens best within community, which is why she takes a holistic, integrative, and collaborative wellness approach to her personal and professional life.
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