$2,000 for practices of up to 50 clients, $2,500 for 51+

Includes: 

• Record storage and retention: hold client files securely for the required federal and state retention times (seven years from final appointment for adults; 7 years after client turns 18 for minors)

• Closure of email/social media/websites: provide statement on website, email, and social media sites to communicate closure and instructions for accessing medical records. After 6 months, close social media and website accounts, and forward email to a Time Well Spent email so clients can access records after 6 months.

• Notification of clients served in the past 2 years: contact clients by phone, email or mail to inform of upcoming practice closure with instructions for accessing records

• Referral coordination for clients: list of providers for continued treatment after closure of practice

• Referral for trainees: Supply instructions for acquiring new supervision and how to update state licensing boards of necessary changes.

• Collaborative, step-by-step process for closing administrative tasks (insurance and business contracts, paying final bills, ending lease, stopping subscriptions). May include organizing and keeping track of contacts made by provider, or Time Well Spent consultant may contact on behalf of the provider.

• Coordination with other professionals (e.g. attorney, CPA, state licensing board): Contact and inform professionals of closure and provide information needed by those professionals for business purposes. For example, completion of tax preparation or closure of an LLC. These tasks will be identified by the provider at the time of contract signing.

• One, one-hour check-in meeting/week for 3 months leading up to closure date

• 60 day post-closure support for questions, concerns, or clarifications for the closure process.