Group Practice to Solo

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Jill Berling

• November 16, 2022 17:01

Hi there, 

I am needing to transfer my clients from a group practice to a solo practice and would like some help and guidance with this process. 

Thank you!

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  Brienne (Brie) Pierquet

  • February 08, 2023 21:19

  I did this a couple of years ago. I'm assuming your group practice used SP as well? (The process will be the same). You basically treat it as you would getting any external records. You will have your own SP acct for your solo practice. You can export the data from your group acct-you may need someone to do this for you if you're not the group owner. Then you can upload the files into "Uploaded Files". I did not do new assessments for any of those clients. I simply did a chart note that said something to the effect of "Client transferred from writer's former group practice. Ct file dated X to X is in uploaded files.".

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  Heather Harvey, LPC

  • February 21, 2023 23:03

  How were you able to do this when the practice owns the records?

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