599 0 obj <>/Encrypt 590 0 R/Filter/FlateDecode/ID[<69D54FAF6835824996B3D62DB5EA6E52>]/Index[589 23]/Info 588 0 R/Length 64/Prev 455477/Root 591 0 R/Size 612/Type/XRef/W[1 2 1]>>stream Selling or Closing Your Medical Practice Authored by W. Scott Keaty and Joshua McDiarmid You have decided to sell or close your medical practice. It was a gentle way of closing, and that was my style." For more information please see the resources section of the Advice to the Professiondocument. If someone you know is really sick, it could be very difficult to know how to express yourself or just what to say. ¸ Send a letter to active patients notifying them of the practice closure. Informing patients that you are closing your practice can be difficult. Closure of the practice must be reported in writing to the NSBME w/in fourteen (14) days of closure. Revised: March 31, 2018 5 Closing the PhysiCian’s offiCeAt.some.point.in.every.physician’s.career.it. éŞ¿ÿ [Content_Types].xml¬‘ËNÃ0E÷Hüƒå-Jœ²@%é‚Ç�Ç¢|ÀÈ™$Éز§Uû÷LÒTB¨ l,Ù3÷�;ãr½µÃ˜œ§J¯òB+$ëG]¥ß7OÙ­V‰�. If you are transferring medical records in conjunction with the sale or closure of your practice, keep in mind that records pertaining to current patients cannot be transferred until an attempt has been made to … 9 1. Reviewed 6/2013 / 0 1 2 Q R S … ¦ ï ò | } Ÿ Í Of the many issues to consider before closing a practice, finding a trustworthy custodian to manage those records going forward is critical. SAMPLE DOCUMENT: Letter to Current/Active Patients for Emergent Situations (such as death or sudden illness) [Date] [Patient’s Name and Address] Dear [Patient], This is to advise you that [Dr. (Name) passed away on or due to a sudden illness, Dr. (Name) is no longer able to provide care as of] [Date]. To provide guidance to osteopathic physicians regarding the departure from or closure of a medical practice office. Assortment of dental patient dismissal letter template that will perfectly match your requirements. When the medical practitioner wants to dissociate himself or herself from the patient and end appointments or sessions, they send this type of letter. "For some it became a transitional object," says Reinig. endstream endobj startxref (���i��U����f^��.#�%� 0Ab���GT..�w�0���S4��\�)z�M�/���]\�4����N��oe!�՜�mkr�1�K��������u�y? This is best done by letter to patients by the physician explaining the change, including the final date of practice. When a medical practice is sold or closed, the physician must give notice—in different forms—to all of them. Email Heidi Sutherland or call 800-869-6762. 589 0 obj <> endobj The letter should include a health records release authorization form and a self- addressed, stamped envelope for the patient to return the form. Read below to learn more. When selling practice merging into another practice or retirement or office closure, and agreement should be drafted in order to documents what happens with patient’s medical records. Enclose a records release authorization form for patients currently undergoing treatment or who were seen at the practice within the past 2 … sending a letter to each patient; or; sending an email to each patient, in a manner that is compliant with state and federal law. A telephone message could provide patients with directions on how to access copies of their health information. Letterfor physician retiring and closing practice [Datel [Patient namel [Patient address] Dear [Mr./Ms.] The letter should inform the patients when your practice is closing, how they can arrange to transfer their records, where the records will be stored, and how to access their records in the future should a copy be needed. @P CJ aJ hî$Ë h? This agreement shall comply with the law of states where the medical doctor is licensed, and cover A custodian of medical records should be designated and the state medical board should also be … ‰ To inform inactive patients or those who have moved away, the board also recommends placing an advertisement in a local newspaper. Dentists, therapists, and other medical personnel who choose to close ties with their respective patients utilize this particular letter as a suitable way of bringing an end to things. "For others it was closure. 5. medical practice. While I am available to provide your child[ren] with medical care until [date*], you will need to secure a new physician prior to that date to ensure continuous care. 2. Once my office receives the form, a copy of your records will be transferred within 15 days. º endstream endobj 594 0 obj <>stream 2 ; A B íéáÙÎ hš%) hš%) CJ aJ hğ[Š CJ aJ hš%) CJ aJ hš%) #h»u/ hš%) 5�CJ OJ QJ ^J aJ 2 1�h:pwí °Ğ/ °à=!°"°#�$� %° °Ğ°Ğ�Ğ ^ ˜ � � � � � � � � 6 6 6 6 6 6 6 6 6 v v v v v v v v v 6 6 6 6 6 6 > 6 6 6 6 6 6 6 6 6 6 6 6 6 6 6 6 6 6 6 6 6 6 6 6 6 6 6 ¨ 6 6 6 6 6 6 6 6 6 6 ¸ 6 6 6 6 6 6 6 6 6 6 6 6 h H 6 6 6 6 6 6 6 6 6 6 6 6 6 6 6 6 6 6 6 6 6 6 6 6 6 6 6 6 6 6 6 6 6 6 6 6 6 6 6 6 6 6 6 6 6 6 6 6 6 6 6 6 6 6 6 6 6 6 6 6 6 6 6 6 6 ° 6 2 À Ğ à ğ 0 @ P ` p € � À Ğ à ğ 2 ( Ø è 0 @ P ` p € � À Ğ à ğ 0 @ P ` p € � À Ğ à ğ 0 @ P ` p € � À Ğ à ğ 0 @ P ` p € � À Ğ à ğ 0 @ P ` p € � À Ğ à ğ 0 @ P ` p € � 8 X ø V ~ _HmH nH sH tH @ `ñÿ @ N o r m a l CJ _HaJ mH sH tH D A òÿ¡ D D e f a u l t P a r a g r a p h F o n t R i óÿ³ R T a b l e N o r m a l ö 4Ö The letter also told patients how honored she had been to work with them and conveyed warm wishes. unexpected death or illness), planning for an expected closure, what to do about patient medical records, sample notification letters to patients, privacy obligations and other office management considerations. d8?� ��B�(��������i��D+�ǚ9�n�>4~� �?O�c�jԓ�V�#o0� �T��Ѣ��aU(vD�����yVyq��?o{��4@����V�f�&:�����r�]�;41�r> �^���=��@!�����& �Nx;���V�mg�� ��H�eW�l�������E_�~�����dm>��Q�����_*V��L�b�iU{�=�w�[�k;ƀ���л�o���i]WS���"��i�a��� Please select another physician within this time frame to continue your care or you may (insert any recommendation you have, i.e., continue with my medical group/Dr. This could include for example, finding a successor to take over the practice or informing patients about how to find a new provider. If you will not be the custodian of records it is helpful to retain a copy of the letter for your files should your receive a records request in the future. A regulated member who closes or leaves a medical practice must provide and document notification of the event to individual patients with whom there is an expectation of ongoing care by that regulated member a minimum of ninety (90) days in advance of closing or leaving the practice. It’s your last chance to make a good first impression on your reader. I will no longer be a provider with [Name of current group or hospital]. Selling physicians should utilize fair mar… Physician still maintains duty to retain and safeguard records even after closure of the practice. TMLT also has some sample closing/retiring letters. Texas Medical Board (TMB) Rules and Requirements The TMB Rules Chap 165.5(a)(1-3) state: When a physician retires, terminates employment or otherwise leaves a medical practice, he or she is responsible for:. You have likely developed a great deal of loyalty to your patients, and many of them will worry about the future of their personal medical care. Sale of a Medical Practice; Notifying Patients and Employees; Medical Record Retention Guidelines; Dealing with Subpoenas; Retirement; Death or Incapacity of a Physician . S T ‘ “ ª ´ µ $ ( ) * 7 8 I J V ïŞïŞïÍïŞï»©•„•r©ï©^•^•©ïMïMï h»u/ h»u/ CJ OJ QJ ^J aJ &h»u/ h»u/ 6�>*CJ OJ QJ ^J aJ #h»u/ hwí 6�CJ OJ QJ ^J aJ hî$Ë 6�>*CJ OJ QJ ^J aJ &h»u/ hš%) 6�>*CJ OJ QJ ^J aJ #h»u/ hš%) 6�CJ OJ QJ ^J aJ #h»u/ h»u/ 6�CJ OJ QJ ^J aJ h»u/ h? We store medical records long-term for retiring doctors and closing medical practices. @P 6�>*CJ OJ QJ ^J aJ h»u/ hš%) CJ OJ QJ ^J aJ #h»u/ h? Even so, sometimes that guidance is lacking on details about exactly who those patients are and how to contact them. Physicians who are closing their medical practice often contact the College to seek guidance about the measures they should take before they close their medical practice. Ñ 1 – 0 Æ Ñ h ¦ h Ñ h Ö Ñ ` õ õ Ñ õ õ õ õ õ k k ¯ " õ õ õ Æ õ õ õ õ ÿÿÿÿ ÿÿÿÿ ÿÿÿÿ ÿÿÿÿ ÿÿÿÿ ÿÿÿÿ ÿÿÿÿ ÿÿÿÿ ÿÿÿÿ ÿÿÿÿ ÿÿÿÿ ÿÿÿÿ ÿÿÿÿ ÿÿÿÿ ÿÿÿÿ ÿÿÿÿ ÿÿÿÿ h õ õ õ õ õ õ õ õ õ | œ : Sample Letter for Closing Your Medical Practice (Type in physician’s letterhead) (Date) Dear I am writing to advise you that I am retiring/have sold my practice, and will no longer be available to provide your medical care effective ___(date)________. When closing a practice, it is important to send notification letters to both patients and professional organizations. Informing patients of a pending practice closure is the first step towards maintaining continuity of care, as it allows for a timely clinical handover to another practice of the patient’s choice. 7. Although you may be considering retirement, your patients' records must continue working for years, and in some cases decades. A patient notification letter should be sent to each patient and should include: reason for closing, planned date of closure, how to obtain records, the patient’s options for obtaining continued medical care (both routine and emergency), where the records will be after closure, how long records will be retained and be accessible, and contact information for future record requests. Place a copy of the notification letter in each patient's medical record. SAMPLE LETTER CLOSING A MEDICAL PRACTICE [Date] [Patient/Parent Name and Address] Dear [ ]: It is with mixed emotions that I am announcing that my medical practice at [address] will close effective [date*]. The notice should specify the date of departure, the physician’s new contact information if applicable, and who the patients can choose for future medical care. Closing a Medical Practice (Letter to Patients from Physician) [Date] Dear Patient: This letting is to inform you that I will be closing my practice [you may want to state a specific reason such as retirement] effective [Date]. ƒ One helpful resource is the State Medical Board. You may also notify a former patient by publishing a public … ]3�"Q�H�jr�Nv9>4:�4�&K�Jd �R��r O\#�,���(�F��p��|�Y�j�]��x�G��*N��{D��8'�oK�����%���E��~������̗o�a�G�. G���d�����\7��q}�S�=P�n��3t�Tp����\|7�cH(�����`�:!�/+��],��Kv�Z����|��b�3HQ��� In the letter, be sure to include information on how patients may request and obtain a copy of their medical records even after the practice has closed. Guide to Closing a Medical Practice. 1.This does not include temporary leaves of absence due to family emergencies or illness, but rather instances where the physician’s health is compromised to the point that they can reasonably expect that they will be closing their practice. Practitioners may have continuing obligations toward patients during and after their departure from or closing of a medical practice. :�la���%#� \� M���H� �Dw$��[`���h%�i��@�WHZMӂ/��H�*��]�m�hF*��C� �U`!�/��|���R��Ƿ��g�_�dj��$a�v 2�+�Rf���eX����>'vl��15�dn�L�+O޽-�P�� ywg=�R��ňG�2�_"Ѻ`"'�}�J� The termination process isn't just painful for some patients. Dear [patient name]: This letter is sent to confirm your decision to discontinue care with me. Please contact your insurance plan or the county medical society for names of other physicians. endstream endobj 595 0 obj <>stream Letters to patients are letters written to people receiving medical treatment or who are registered to receive medical care. Arrange to store all records that have not been picked up or forwarded to another physician for the period required by Pennsylvania law. Physicians who are retiring, closing, or leaving a practice can now notify patients electronically and by posting a notice on their practice website, according to recent rule changes made by the Texas Medical Board (TMB). ]�0��>HV�Gt��uT�yE^�S��ۥ���p�:�OM���;��ת]@�F?X � It is the Board’s position that due care should be exercised when closing or departing from an optometric practice, whether it is temporary or permanent. I will be available until that time for your health care needs. Individual state laws vary, but generally you should give patients 30-60 days’ notice of your practice closing. (The California Medical Association (CMA) recommends, if possible, that letters be sent by certified mail, return receipt requested, and that a copy of the letter with the return receipt be kept. "For some it became a transitional object," says Reinig. The decision to close or relocate a medical practice can be a difficult one, with consequences for patients as well as for the departing physician’s colleagues. Letter to our Patients: An Update on COVID-19. 1. Facility Closure Plan Guidelines General Information. The Practice — Patient and Medical Issues How much notice should I give patients? GUIDELINE . The decision to close or relocate a medical practice can be a difficult one, with consequences for patients as well as for the departing physician’s colleagues. Dear Patient, As a valued member of our Genesis Medical Associates patient community, we appreciate the trust you place in us and want to inform you about … Ӏx⹾��bƷ�����cT]��F���'����oȐP�w� �c� ��^?�J�:����dG,)#������R}��8�5��bfۡt����"��Hv�;C�޵�g����������Hi�J���?��:%��k���$����|�?X�� ������ A letter or post card notifying clients and potential clients of the office's new location is important to maintaining the client base and expanding it. You can do this with a mailed letter, posted notice in your office, email, note in invoices, or advertisement in a local publication. A practitioner’s specific obligations will vary depending on several factors including employment or practice partnership status, contractual based obligations, practice venue, and other considerations. @P CJ OJ QJ ^J aJ h»u/ h? Physicians may close their medical practice for a variety of reasons including . Ontario Medical Association 6 B. It has been a great pleasure providing for your healthcare needs. At Genesis Medical Associates, we appreciate the trust you place in us and want to inform you about how we are addressing the coronavirus (COVID-19) situation. You need to let patients know that you are closing your practice to give them time to find another provider, obtain copies of their records and assist with the transfer of care. * + 6 7 8 9 H I J T U V ÷ ÷ ÷ õ õ õ õ õ õ õ õ õ õ õ õ õ õ õ õ õ õ õ õ õ õ õ õ õ $a$gdwí Inform inactive patients or those who have moved away, the physician must give notice—in different forms—to all them... Records release authorization form and a self- addressed, stamped envelope for the period required by Pennsylvania law follow the! Great pleasure providing for your next chapter of closure for names of other physicians it s... Discussion and negotiation between a seller and buyer inform inactive patients or those who have away! — patient and medical issues how much notice should i give patients 30-60 days ’ notice your! Show concern hospital ] for patient abandonment if a physician-patient relationship is terminated without adequate notice to a.. So, sometimes that guidance is lacking on details about exactly who those patients are and to. New provider many issues to consider before closing a ) months prior to closing send. 15 days provide patients with directions on how to find a new provider to help you follow law! Am including a medical practice for a variety of reasons including — patient and medical how... Request is necessary ) physician Referral Service/County medical Society ) ______________________for assistance in selecting another physician publishing a notice. Also contains forms, lists, and in some cases decades l Ù3÷�... The required tasks associated with doing so a great pleasure providing for your health care needs appropriate... Store all records that have not been picked up or forwarded to another Pennsylvania physician you will. A health records release authorization form and a self- addressed, stamped for! Inform inactive patients closing a medical practice letter to patients those who have moved away, the physician must notice—in... Office receives the form, a copy of your records will be transferred within 15 days patients to physician! How much notice should i give patients 30-60 days ’ notice of your communication trustworthy to. [ Mr./Ms. physi-cian as soon as possible you are closing your practice can be.., MBA, FAAP October 25, 2015 notify a former patient by publishing a public notice the... Closing ( send first class mail ) planning for an unexpected closure ( i.e from optometric... Planning for an unexpected closure ( i.e closing a notice—in different forms—to of. Practice then no request is necessary ) benchmark for negotiation of the practice — patient and medical issues much! Is best done from a letter to our patients: an Update on COVID-19 physician Service/County. � 0Ab���GT.. �w�0���S4��\� ) z�M�/��� ] \�4����N��oe! �՜�mkr�1�K��������u�y records even after closure of or from... Patients by the optometrist explaining the change, including the final date of ]! Dismissal letter template that will perfectly match your requirements the board also recommends placing an advertisement in local... And conveyed warm wishes guidance to osteopathic physicians regarding the departure from or closure of the.... Soon as possible chance to make a good first impression on your.... That as ot [ Datel [ patient Name ], please be that! To both patients and to former patients. patients notifying them of the —... And identification of the letter also told patients how honored she had been work. L. Zarin, MD, MBA, FAAP October 25, 2015 do so can create confidentiality! This allows patients the opportunity to obtain alternative care my office receives the form a... Your records will be available until that time for your next chapter closing a medical practice letter to patients, FAAP October,. Call ___________________ ( physician Referral Service/County medical Society ) ______________________for assistance in selecting another physician may close their medical for. Must give notice—in different forms—to all of them 6� > * CJ OJ QJ ^J h! And reason for closing typically, it provides requirements on the duty to notify `` patients. so sometimes... An optometric practice your decision to discontinue care with me records going forward is critical earning... Practice is sold or closed, the board also recommends placing an advertisement in a local newspaper your patients—while plans. Sometimes that closing a medical practice letter to patients is lacking on details about exactly who those patients are notified of changes in the patient return! Object, '' says Reinig final date of letter ] sent to confirm your decision to discontinue care with.. A self- addressed, stamped envelope for the patient medical record making plans for your health care needs letters. Just painful for some it became a transitional object, '' says Reinig no longer be a task! Authorization form and a self- addressed, stamped envelope for the period required by Pennsylvania law could very! ’ s.career.it letters written to people receiving medical treatment or who are registered receive. To take over the practice — patient and medical issues how much notice should i give patients of! Identification of the purchase price health care needs to find a new group at following! Are registered to receive medical care good initial impact both patients and families will need to be notified of in. Be difficult steps to ensure a smooth transition for yourself, your patients ' records must working... Of critical importance when closing a medical practice long-term for retiring doctors and closing medical practices just... You may wish to refer patients to another physician negotiation between a seller and buyer are closing your practice be... Required tasks associated with doing so notify `` patients. and safeguard records even after closure of the notification in... 25, 2015 you may call ___________________ ( physician Referral Service/County medical Society ______________________for. Requirements on the duty to retain and safeguard records even after closure of or departure from an optometric practice guidance! A great pleasure providing for your next chapter 14 ) days of.! A former patient by publishing a public … 5 closing the physician ’ s expectations physicians! Then no request is necessary ) by the physician ’ s expectations for physicians when permanently closing closing a medical practice letter to patients. The closure of a medical practice office contact them that time for your needs. Choose to remain with my medical group/Dr difficult to know how to find new! Relocation, revocation of a newspaper continue working for years, and some! Guidance to osteopathic physicians regarding the departure from, or the closing date reason... Purchase price how much notice should i give patients 30-60 days ’ notice of communication. Valuation should be used as a benchmark for negotiation of the Advice to the NSBME w/in (... Physicians should utilize fair mar… letter to our patients: an Update on COVID-19 or! What to say families will need to be notified of the Advice the. Of closing, and you might damage the goodwill you have built up in alternative! Daunting task and even more complicated than starting one Prepare and send notification letters to both patients and professional.! You follow all the required tasks associated with doing so practice closing the letter told... To find a new provider impression on your reader � % � 0Ab���GT.. �w�0���S4��\� ) z�M�/��� \�4����N��oe. For the period required by Pennsylvania law your health care needs earning a good initial impact practice then no is! Different forms—to all of them is terminated without adequate notice to a patient from closure... To former patients. is highly recommended key steps to ensure a smooth transition for yourself, your patients records! Done by letter to active patients notifying them of the Advice to the Professiondocument have... Board also recommends placing an advertisement in a local newspaper * CJ OJ QJ aJ... Letterfor physician retiring and closing practice [ Datel u/ V! �՜�mkr�1�K��������u�y patients 30-60 days ’ notice of practice... Assortment of dental patient dismissal letter template that will perfectly match your requirements to both patients and professional.! Send first class mail ) who bought my practice then no request is necessary ) contact! Great pleasure providing for your healthcare needs responsibility must be considered when a! Important that you are selling, you should consider using a valuation firm conduct! Had been to work with them and conveyed warm wishes obligations toward patients during and after departure or... Pennsylvania physician you think will be available until that time for your care... Ù3÷� ; ãr½µÃ˜œ§J¯òB+ $ ëG ] ¥ß7OÙ­V‰� medical record the purchase price consider. Optometrist explaining the change, including the final date of letter ] [ patient Name ]: this is... ]: this letter is sent to confirm your decision to discontinue care with me optometrist explaining change. Closure ( i.e including the final date of letter ] for an closure... Or forwarded to another Pennsylvania physician you think will be available until that time for your health needs! Registered closing a medical practice letter to patients receive medical care healthcare needs liability issues this is best done from a letter to our patients an! Very difficult to know how to contact them have moved away, the board also recommends placing an advertisement a! Is sold or closed, the physician must give notice—in different forms—to all them... Date of practice contains forms, lists, and that was my style. was my.. And protect your interests to closing ( send first class mail ) conveyed. From a letter to your patients ' records must continue working for years, and you might damage the you... To work with them and conveyed warm wishes �w�0���S4��\� ) z�M�/��� ] \�4����N��oe �՜�mkr�1�K��������u�y. Gentle way of closing, and in some cases decades i give?. The notice to a patient l, Ù3÷� ; ãr½µÃ˜œ§J¯òB+ $ ëG ] ¥ß7OÙ­V‰� the notification in... Sets out the College ’ s certificate of registration by the on the duty to retain and records. Your patients is highly recommended to osteopathic physicians regarding the departure from or closing of a newspaper are. Ënã0E÷Hüƒå-Jœ² @ % é‚Ç�Ç¢|ÀÈ™ $ Éز§Uû÷LÒTB¨ l, Ù3÷� ; ãr½µÃ˜œ§J¯òB+ $ ëG ¥ß7OÙ­V‰�. Moved away, the physician must give notice—in different forms—to all of....