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Leaving a Practice Checklist

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Got a new job? Congratulations! Be sure to let the College know through the PT Portal within 30 days. It’s required.

Before you leave a job, retire or go on a temporary leave (like parental leave), consider who needs to be told and what steps you must take before you depart.

The following checklist compiles all of the professional obligations you should consider before leaving a practice. Don’t forget to make sure you have adequate liability insurance, including tail insurance.

If you are looking for additional information or have specific questions, please contact the Practice Advisors at practiceadvice@collegept.org or 1-800-583-5885 ext. 241.

Fees, Billing and Accounts

Remind your employer your name and registration number can no longer be used for billing purposes after you leave. Consider sending this reminder by email and saving any responses from your employer for your records.

    Continuation of Care for Existing Patients

    Ensure there is a plan in place for patients who need ongoing care. For example, arrange treatment with another colleague or discharge the patient with a home program.

    Discuss with employers and colleagues how incoming patients will be managed as you prepare to leave the practice.

    Remind your employer that physiotherapy care provided by physiotherapist assistants should be stopped unless another physiotherapist is available to assign and supervise the care.

    Record Keeping and Privacy

    Ensure all patient records are up to date and include recommended next steps for care.

    If you are the Health Information Custodian (HIC), you should take the following steps:

    • If the health facility is closing, you must ensure the secure storage of clinical and financial records for the minimum retention period.
    • If the health facility is not closing, you should take steps to ensure that another HIC is designated.

    Discuss with your employer how records will be retained and accessed by you and patients after you leave. Also ensure your employer is aware of the record retention period.

    Follow the Privacy Commissioner’s guidelines for notifying current and past patients about access to their records.

    College Membership Requirements

    Ensure your personal liability insurance meets the requirements of the College. This includes having tail insurance that provides coverage for incidents occurring while you were actively practicing, as well as coverage for claims made up to 10 years after you stop practicing.

    Once you have left your job, update your information in the PT Portal or notify the College of your leave or job change within 30 days. Contact the Registration Team at registration@collegept.org.

    Additional Considerations

    Contact your referral sources as a courtesy.

    Before giving any new employment information to your patients, talk to your employer about what you should tell patients.

    Additional Resources

    You may also want to email insurance companies to let them know your registration number will no longer be used by your previous employer. The Canadian Life and Health Insurance Association has an option for you to do this with the click of a button.