DEATH OR INCAPACITY PLANNING
Emergency administrator services for therapists
If something unexpected happened tomorrow (an accident, a health crisis, or sudden death), who would take care of your clients? Without a designated professional administrator, the answer is probably no one. Time Well Spent Consulting can step in immediately to handle everything with care, competence, and ethical clarity.
From $500 setup
TWO PACKAGES
Choose the level of coverage that fits
Flexible payment options available to meet your budget and practice needs. Choose monthly or biannual payments, or pay in full at time of signing.
Essential Package
$500 setup
+ $350/year maintenance
File storage and custody: hold client files securely for the required federal and state retention times.
Closure of website, email, and social media: provide a statement on your website, email, and social media 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.
Contact and refer clients: contact current clients by phone, email, or mail to inform them of the practice closure and provide a list of general referrals as well as instructions for accessing medical records.
Contact state licensing board: inform the board of the closure of the practice and the death or incapacitation of the provider.
Contact and refer trainees and associates: contact students, trainees, and post-graduate professionals to inform them of the death or incapacitation of the provider, with instructions for acquiring new supervision and updating state licensing boards.
Cancel subscriptions: stop ongoing charges through subscription services like networking groups, online advertising platforms (e.g. Psychology Today), listservs, malpractice insurance, and other subscriptions you list when you sign.
Comprehensive Package
$500 setup
+ $500/year maintenance
Everything in Essential, plus:
Coordinate with other professionals: contact your CPA, attorney, and others to inform them of the closure and provide what they need, like completing tax preparation or closing an LLC. Tasks are identified when you sign.
Manage client communication for up to 12 weeks: includes up to 20 clients (add $15 for each additional 5 clients). Specialized or individualized referrals, insurance claim or payment questions, expedited referrals, and warm handoffs.
Access your banking to pay bills and settle debts: your consultant is added as an authorized user, accessed only as part of emergency services. Any remaining funds are transferred to the estate representative you name.
Termination of insurance panel contracts: remove you from panel agreements and insurer referral lists.
Cancellation of other business contracts: rent or lease agreements, cleaning services, food and beverage delivery, and other services you list when you sign.
WHY A FELLOW THERAPIST
Your clients will hear from someone who understands the work
The person calling your clients on the hardest day should be a licensed mental health professional who knows confidentiality, referrals, and how to deliver hard news with care. That's what your Time Well Spent administrator does.
A plan is more fun than a panic.
Don't wait for a crisis. Start your professional will and continuity plan today.