Wellness Center Creators

Smooth Transitions & Supporting Clients When a Provider Leaves


Listen Later

Are you prepared for the transition when a provider leaves your team? With this episode we’re unpacking some things to consider when a provider leaves your team. Listen in and hopefully these strategies will help make your “farewells” a bit easier. I recommend an off-boarding list in place for when someone leaves, such as getting an official letter of resignation, scheduling an exit interview, making sure all patient notes are completed, returning office equipment, and removing access to systems.


It is important to notify current patients early and often, providing them with a letter explaining the transition and three options of referral. It is also important to thank the provider publicly in an email and social media post, and end on a positive note with the employee who is leaving. If additional support is needed, or if you have any questions, feel free to reach out. Help is available! "You will be remembered as the person who was understanding and kind. And that kindness and positivity will come back to you in the future."


In this episode, you will learn the following: 1. How to make a smooth transition when a team member leaves your practice 2. How to notify patients and provide referrals when a team member resigns 3. How to end on a positive note with a departing employee And more! Get all the links, resources and show notes here: https://wellnesscentercreators.com

Get all the links, resources and show notes here: https://wellnesscentercreators.com


And for information regarding our upcoming retreat, go to: https://www.wellnesscentercreators.com/retreats


Sponsored by Jane App, Jane offers online booking, charting, scheduling, secure video and invoicing on one secure, beautifully designed system: https://jane.app/ Use code wellness1mo for a one-month grace period on your new Jane account.


Listen to The Authority Plan Insider (https://theauthorityplan.com), a mini-series that will guide you through a simple system that will help you create a podcast that really delivers, that creates the impact that you want to make and lets you be in the driver's seat.

...more
View all episodesView all episodes
Download on the App Store

Wellness Center CreatorsBy Kendall Hagensen

  • 5
  • 5
  • 5
  • 5
  • 5

5

12 ratings


More shows like Wellness Center Creators

View all
The Amy Porterfield Show by Amy Porterfield

The Amy Porterfield Show

4,591 Listeners

The Goal Digger Podcast | Top Business and Marketing Podcast for Creatives, Entrepreneurs, and Women in Business by Jenna Kutcher

The Goal Digger Podcast | Top Business and Marketing Podcast for Creatives, Entrepreneurs, and Women in Business

12,084 Listeners

The Daily by The New York Times

The Daily

113,121 Listeners

The Diary Of A CEO with Steven Bartlett by DOAC

The Diary Of A CEO with Steven Bartlett

8,876 Listeners

Today, Explained by Vox

Today, Explained

10,331 Listeners

Therapy For Your Money by Julie Herres

Therapy For Your Money

49 Listeners

Acupuncture Marketing School by Michelle Grasek, MS, L.Ac.

Acupuncture Marketing School

25 Listeners

Money Skills For Therapists by Linzy Bonham

Money Skills For Therapists

82 Listeners

Astrology of the Week Ahead with Chani Nicholas by CHANI

Astrology of the Week Ahead with Chani Nicholas

678 Listeners

The Business Savvy Therapist: Marketing, Hiring & Systems to Grow and Scale Your Therapy Practice by Nicole McCance

The Business Savvy Therapist: Marketing, Hiring & Systems to Grow and Scale Your Therapy Practice

85 Listeners

Radio Front Desk by Jane.app

Radio Front Desk

0 Listeners