Leaving a Practice Checklist

Updated: Recently Updated
August 16, 2018
Before you leave a job, go on a temporary leave (such as maternity leave) or retire, consider who needs to be told and what steps you need to take before you depart. Whenever possible, you should notify everyone affected by your leaving.

The following checklist compiles all of the professional obligations that you should consider before leaving a practice.

If you are looking for additional information or have specific questions about leaving your job, please contact the Practice Advisor at practiceadvice@collegept.org or 647-484-8800 or 1-800-583-5885.

8-Oblig_BillingFees, Billing and Accounts

10-Oblig_CheckmarkRemind your employer that 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. 

revolving cogContinuation of Care for Existing Patients

10-Oblig_Checkmark Ensure that 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.

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

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

Icon_padlock Record Keeping and Privacy

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

10-Oblig_Checkmark 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. 

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

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

2-Oblig_Roster College Membership Requirements

10-Oblig_Checkmark Ensure that your personal liability insurance meets the requirements of the College. This includes having tail insurance which 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.

10-Oblig_Checkmark 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.

Add iconAdditional Considerations 

10-Oblig_Checkmark Contact your referral sources as a courtesy.

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

Icon_BookmarkAdditional Resources

Practice Scenario: Refresh Yourself

Jeff had been working in the ICU for the last several years. Initially the intensity and urgency of this practice setting was what attracted him. But of late he’d started to feel burnt out.

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Refresh Yourself

Jeff had been working in the ICU for the last several years. Initially the intensity and urgency of this practice setting was what attracted him. But of late he’d started to feel burnt out. Wonky hours and the rush of seeing so many critical patients (with so little time) had lost their lustre. He missed the one-on-one of the clinic setting, where he’d had room to build ongoing relationships with his patients, and see the difference he could make with repeated exposure to his ‘regulars’ as they improved.

The College relied on Jeff to be responsible about any changes in his physiotherapy practice, from setting through skillset. His area of focus had been narrowed over these recent years to the kinds of treatments he could effectively provide in the ICU. He had to admit he’d probably be rusty when it came to what he’d be doing back at a clinic. And things might’ve changed a lot while he was away. To ensure competence – his ability to provide safe care for future patients – he knew he’d have to brush up.

Turning to a colleague who’d never left the clinic setting, Jeff asked to shadow her and see what he’d been missing. With her supervision and feedback, he tried some trial runs, consulting with other clinic physiotherapists to determine the learning gap he’d need to fill. He hadn’t forgotten much, but treatment modalities had certainly diversified with new technologies. And most important for Jeff was re-familiarizing himself with the physical skills he’d need on a daily basis. Once they felt like second-nature to him again, he knew he was ready to make the switch.

All he had left to do was to inform the College about his change in practice.