Closing a Practice Toolkit

The closure of a medical practice is an unfortunate event that affects not only the healthcare providers but also the patients who rely on their services. While nobody likes to see a medical practice close, it is crucial to take important steps to wind it down appropriately. 

This toolkit includes a checklist to help guide you through closing a practice, a letter that you can use to inform your patients of the closure and a form that patients can fill out to request their medical records. When closing a practice you will need to plan on what to do with your medical records and there are state laws on length of retention that you will need to check into.

• Closing a Practice Checklist
  This checklist will guide you through different areas to consider when planning on closing a provider practice either due to a merger/acquisition or due to a provider retirement.
• Notification to Patient Form Letter
  This form letter is a suggested template you can use when needing to inform your patients of a physician retirement and/or transfer of care.
• Consent for Release of Medical Records Form
  This form can be used when patients need to get a copy of their medical records for any reason.