Clinician Retirement Kit | Mental Health Practice Closure Checklist and Wind Down Workbook
A step by step retirement planning system for therapists, counselors, psychologists, social workers, psychiatrists, and other mental health professionals.
$39.99$29.99
Retiring from clinical practice involves far more than choosing a final day.
The Clinician Retirement Kit provides a clear and organized system for winding down a mental health practice responsibly. This 33-page editable workbook helps clinicians document each stage of retirement while reducing the risk of missed deadlines, unfinished patient transitions, unresolved financial matters, or forgotten post-closure obligations.
The kit includes a complete retirement countdown checklist. It also includes practical worksheets and tracking tools for patient notifications, high-risk patient transitions, license and DEA retirement, payer disenrollment, accounts receivable, patient refunds, business dissolution, equipment disposal, closing-day tasks, and long-term records responsibilities.
Clinicians can use the kit to create a structured retirement plan that is thoughtful, professional, and easier to manage.
Included resources:
Retirement Countdown Master Checklist
Master Notification Register
License, DEA, and Credential Retirement Worksheet
High-Risk Patient Transition Plan
Financial Wind Down Workbook
Patient Refund and Payer Reconciliation Logs
Business Dissolution Checklist
Asset and Equipment Disposition Log
Final Week and Closing Day Walkthrough
Post-Closure Obligations Calendar
Post-Closure Contact and Availability Plan
Final Completion Sign-Off
This kit also includes four companion resources: the Patient Transition Resource Packet, Medical Record Custody & Retention Packet, Medical Records Release & Transfer Packet, and Patient Letter Templates. Together, these ready-to-use documents help clinicians communicate with patients, coordinate record transfers, establish ongoing custody, and support a more organized and compliant practice closure. This resource is ideal for solo clinicians, private practice owners, prescribing providers, and behavioral health professionals preparing to retire or permanently close a practice.
Format: Editable digital workbook
This kit does not replace legal, financial, tax, licensing, or clinical advice. Clinicians should confirm all requirements with their state licensing board, attorney, accountant, insurance carrier, and other qualified advisors.