Solo Practice Closure Kit
Close Your Practice the Right Way, With the Letters, Clinical Forms, Record Notices, and Compliance Checklists You Need in One Place
$29.99
Solo Practice Closure Kit
Close Your Practice the Right Way, With the Letters, Clinical Forms, Record Notices, and Compliance Checklists You Need in One Place
Closing a therapy practice is not as simple as telling patients you are no longer seeing clients. There are records to protect, patients to notify, referrals to provide, charts to close, releases to collect, and documentation that may need to stand up months or even years after your doors are closed.
The Solo Practice Closure Kit was created for therapists, counselors, psychologists, social workers, and PMHNPs who need to close their practice professionally, ethically, and with less stress.
Whether you are retiring, relocating, changing jobs, closing due to illness, or simply stepping away from private practice, this kit gives you the essential documents to help you manage the transition with confidence.
Inside, you will find customizable patient letters, clinical closure templates, medical record forms, custody and retention documents, patient resource handouts, voicemail and website scripts, and compliance checklists designed specifically for solo mental health clinicians.
Instead of starting from scratch during an already emotional transition, you can use professionally written templates that help you communicate clearly, close charts appropriately, protect patient continuity of care, and document the steps you took.
What’s Included
Patient Letters
✔ Practice Closure Letter
✔ Retirement Letter
✔ Relocation Letter
✔ Immediate Closure Due to Illness Letter
✔ Appointment Cancellation Letter
Clinical Forms
✔ Discharge Summary Template
✔ Treatment Summary
✔ Final Session Checklist
✔ Termination Note Template
✔ Closing Progress Note
Medical Records Forms
✔ Medical Records Request Form
✔ Authorization to Release Records
✔ Records Transfer Authorization
Medical Record Custody and Retention Packet
✔ Record Storage Notice
✔ Record Destruction Notice
✔ Record Custodian Designation
Patient Resources
✔ Referral List Template
✔ Community Mental Health Resources
✔ Crisis Resources Handout
✔ FAQ for Patients
✔ Voicemail Script
✔ Website Closure Notice
Compliance Support
✔ HIPAA Closure Checklist
✔ Record Retention Worksheet
✔ Business Associate Checklist
✔ Malpractice Tail Coverage Checklist
Built For Solo Clinicians Who Need to Close Carefully
This kit is ideal if you are a solo therapist or behavioral health provider and you want to avoid missing critical documentation steps during practice closure.
You have taken care of your patients. Now make sure your final paperwork protects them, protects your license, and protects the professional reputation you worked so hard to build.