Steps to Take When a Provider Leaves Your Practice

This guide outlines the necessary steps to take when a provider leaves a medical practice. It emphasizes the importance of securing patient information and notifying vendors of the change. The document details actions to be completed before the provider's departure, including finalizing visit charting, billing, and prescriptions, as well as rescheduling patients and informing them of the provider's exit. It also advises on anticipating workflow changes by designating a new provider to handle outstanding tasks. After the provider has left, the guide stresses the need to restrict access to patient information and the physical office, including changing passwords and locks, and informing relevant parties such as insurance companies and specialists. The guide provides a comprehensive approach to ensure a smooth transition and maintain security and continuity within the practice.