Therapist Retirement Kit / Private Practice Closure Bundle and Patient Transition Forms
A complete retirement and practice closure system for therapists who want to close their practice responsibly, protect their patients, and document every step.
$42.99$29.99
Retiring from private practice involves more than choosing a final date.
The Therapist Retirement Kit gives therapists a structured process for closing a mental health practice with clarity and care. This detailed workbook helps you manage patient transitions, licensing decisions, financial responsibilities, records custody, and post-closure obligations.
The kit includes a retirement countdown checklist that begins up to twelve months before your final day. It also includes worksheets and tracking tools for patient notifications, high-risk patient planning, payer termination, account reconciliation, equipment disposal, business dissolution, and closing-day tasks.
You will also receive four companion resources:
Patient Transition Resource Packet
Helps patients understand what happens next and where they can find continued support.
Medical Record Custody & Retention Packet
Helps establish how records will be stored and accessed after the practice closes.
Medical Records Release & Transfer Packet
Provides documents for securely transferring records to patients or new providers.
Patient Letter Templates
Includes ready-to-customize letters for retirement notifications and practice closure communication.
This resource is ideal for therapists, counselors, clinical social workers, psychologists, and other behavioral health professionals preparing to retire or permanently close a private practice.
Included resources:
Therapist Retirement Countdown Checklist
Master Notification Register
License and Credential Retirement Worksheet
High-Risk Patient Transition Plan
Financial Wind Down Workbook
Patient Refund Log
Payer Reconciliation Tracker
Business Dissolution Checklist
Equipment and Asset Disposition Log
Final Week and Closing Day Walkthrough
Post-Closure Obligations Calendar
Patient Transition Resource Packet
Medical Record Custody & Retention Packet
Medical Records Release & Transfer Packet
Patient Letter Templates
Create an organized retirement plan. Support your patients through the transition. Close your practice with documentation that shows every major step was considered.
Purchase the Therapist Retirement Kit today and begin planning your practice closure with confidence.