Services designed for you
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 Package
Looking for a professional clinical trustee?
Our clinical trustee package ensures that we act as your clinical trustee, releasing your colleagues or supervisors from the role.
We provide you with a single phone number to reach us, and our team of qualified therapists communicates with your clients in the best way for them.
We also provide a follow-up service, allowing your clients to call us back should they want more information about referrals or signposting.
We provide you with a template for storing client information (just the essentials) and a leaflet to share with your next of kin, informing them of what to do in an emergency.
Clinical Closedown Package
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, but we also gather information relating to your digital footprint—closing social media accounts, posting messages on your website, closing subscriptions, and informing necessary parties such as member organisations, hosting, and email hosts.
This package also stores digitally any notes that need to be held to satisfy your membership body’s record-keeping guidelines or for insurance purposes.
Pricing and Comparison
We’ve outlined all the different benefits associated with each package to make it simple for you to make a choice.
Silver
We act as your Trustee- Safe storage of your personal and practice information
- Safe storage of the location of your client data and appointments
- We act as your clinical trustee
- No need to upload client information repeatedly
- Creation and storage of a digitally signed agreement between you and your trustee(s)
- We email you every 3 months to ask if anything has changed
- We inform your clients in the best way for them using our team of qualified counsellors and therapists
- Telephone support provided by counsellors and therapists, offering tailored referrals
- We manage your website messaging and close down arrangements.
- We manage social media messaging including Google Business, and closedown arrangements
- Cancellation of any business or subscription services (for example, Zoom, CPD, Room hire)
- We inform your membership bodies of the circumstances and cancel any subscriptions
- We set an email auto-reply for a period of six months directing any enquiries to our teams
- Secure handling and storage of your digital notes for the required timescale
Gold
Full Practice close down- Safe storage of your personal and practice information
- Safe storage of the location of your client data and appointments
- We act as your clinical trustee
- No need to upload client information repeatedly
- Creation and storage of a digitally signed agreement between you and your trustee(s)
- We email you every 3 months to ask if anything has changed
- We inform your clients in the best way for them using our team of qualified counsellors and therapists
- Telephone support provided by counsellors and therapists, offering tailored referrals
- We manage your website messaging and close down arrangements.
- We manage social media messaging including Google Business, and closedown arrangements
- Cancellation of any business or subscription services (for example, Zoom, CPD, Room hire)
- We inform your membership bodies of the circumstances and cancel any subscriptions
- We set an email auto-reply for a period of six months directing any enquiries to our teams
- Secure handling and storage of your digital notes for the required timescale
Reasons to choose us
Security
Does the thought of your client data passing through many hands worry you?
When we asked private practitioners what the barriers to making a clinical will were, many of them mentioned that they felt uneasy passing client data to trustees on a regular basis.
Unlike other services, we only access your client data when it’s 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.