Clinical Will Planning Made Easy
Are you a therapist in private practice?
Do you worry about what will happen if you are unable to work?
Who would let your clients know?
How could you manage all your subscriptions and services effectively?
We offer a range of subscriptions to suit your practice and client base.
Taking care of your clinical/professional will obligations has never been so easy.
Clinical Trustee Plan
Want to release your clinical trustee from their duties?
Our clinical trustee package ensures that we act as your clinical trustee, releasing your colleagues or supervisors from the role.
With our service, you have the convenience of a single phone number to reach us between 8 am – 8pm every day. Our team of qualified therapists then communicates with your clients in the most effective way for them.
We also provide a follow-up service so that your clients can call us if they want more information about referrals or signposting.
We’d like to give you a template for storing client information (just the essentials) and a leaflet to share with your next of kin, letting them know what to do in an emergency.
Private Practice Closedown
Want everything taken care of, from clients to ongoing obligations with notes?
This full practice close-down not only informs your clients in an empathic and compassionate way, as with the bronze and silver packages.
We also gather information relating to your digital footprint—closing social media accounts, posting messages on your website, closing subscriptions, and informing those necessary, such as member organisations, hosting, and email hosts.
This package also digitally stores any notes that need to be held to satisfy your membership body’s record-keeping guidelines or for insurance purposes.
How It Works
We start by collecting some personal information, and details about your practice. We take your data privacy very seriously and are registered with the Information Commissioners Office. You can find out more about this in our privacy policy.
01
The Basics
We’ll collect your personal and practice information in step one.
Tell us who you are, what your practice is called and who your emergency contact is.
We’ll then send a request for further information.
You’re in charge of your subscription and can cancel anytime on the Stripe payment platform, which securely stores your payment details.
02
Information requested
We need to know where your current client information is stored. We only need to access a first name and preferred communication method; we do not access anything clinically.
If your client information still needs to be stored digitally, we can offer you a secure, safe space in the cloud where you can update that information.
We act as your clinical trustee, ensuring that our team of qualified and compassionate therapists is ready to communicate with your clients in a way that works for them.
Your next of kin has one phone number to call to initiate our service, allowing them to focus on what they need to do, knowing we’ll take care of your clients.
03
Full Practice Closedown
If you’re looking for a complete practice closedown package, with the security of knowing that your notes will be taken care of and managed for the duration of your obligations, this is the package for you.
For this service, we need information about your digital accounts, including any social accounts or websites you manage, subscriptions, or memberships. We’ll send you a form so that you can gather all the relevant information together and share it with us.
We will need to know where your notes are stored digitally, whether in practice management software such as WriteUpp, PowerDiary, Cliniko, Bacpac, Kiku, or similar software or in a secure cloud storage space.
Manage your clinical will and digital legacy in one package, following the BACP Good Practice Guidelines.
Reasons to choose us
Security
Does the thought of your client data passing through many hands worry you?
When we asked private practitioners about the barriers to making a clinical will, many of them mentioned feeling uneasy about regularly passing client data to trustees.
Unlike other services, we only access your client data when needed. Their personal information is securely handled just once. We test the access point (whether it’s an Electronic Health Record like WriteUpp, Backpac, Kiku or PowerDiary, or a secure document in Google or OneDrive) regularly to ensure secure access.
Developed for you
We know that working in private practice can feel isolating and that we build relationships with our long-term clients who come to trust us.
We also know that giving the responsibility to a colleague/friend or supervisor might seem like a good idea, but if the time comes – that colleague may be unable to carry out your wishes.
Make Your Clinical Will has been set up by a private practitioner who understands the level of care that is needed in handling these difficult conversations.
We’ve done the research and reduced your administration, leaving you more time to focus on what you do best, serving your clients.
Peace of Mind
Want everything taken care of, from communicating with clients to ongoing obligations with notes?
Want to close down all your digital subscriptions that are attached to your business, and reduce any administration on your family or friends?
Peace of mind is one of the things that was requested most when we undertook market research to understand how to develop these services for you.
Our obligations for our practice continue once we are no longer working, and we want to ensure a good night’s sleep for everyone concerned.