Beyond the Surface™ Continuity of Care Planning

♦️Beyond the Surface™ Continuity of Care Planning♦️

A practical starting point for the practice you have built.

If you needed to step away from your practice, who would know what to do next?

Continuity planning can bring up questions about responsibility, professional identity, uncertainty, and the relationships you have built with clients. This bundle makes room for those feelings while helping you organize the practical details.

Created for mental health clinicians, Continuity of Care Planning combines an interactive planning tool, a reflective workbook, and editable worksheets to help you begin, revisit, or strengthen your practice’s plan.

Plan for the situation that applies to you

Explore planning ahead, scheduled leave, unexpected absence, extended incapacity, permanent closure, or death. Work through the relevant questions at your own pace.

What’s included:

·      Interactive HTML planning tool: Organize clinical colleague and backup contacts, practice information, records-access pathways, client communication, business responsibilities, digital assets, and review arrangements. Generate a draft plan summary and emergency contact card, with print and text-download options.

·      59-page PDF workbook: Explore the emotional work beneath continuity planning alongside reflection prompts, writing space, practical planning sections, and jurisdiction-research pages.

·      Seven editable Word worksheets: Choose a Clinical Colleague; Choose a Backup Colleague; Plan Client Records Access; Map Practice Systems; Continuity Plan Summary; Client Communication Templates; and Continuity Action Checklist.

·      Start-Here Purchaser Guide: Follow a suggested sequence through the bundle and identify details to verify with relevant professionals and organizations.

What this helps you do

Identify the people to involve, start important conversations, map where essential information lives, draft communication plans, and turn unanswered questions into specific next steps. Return to your plan as your practice, systems, or contacts change.

Format and use

Delivered as a downloadable ZIP containing an HTML tool, two PDFs, and seven DOCX worksheets. Open the HTML file in a web browser. Saved drafts remain in that browser on that device; print or download a copy for secure storage. Keep client names, clinical details, passwords, and full account numbers in approved secure systems.

Scope

This is an educational planning guide. It is not a legal document and does not appoint an executor, authorize records or account access, or establish compliance. Purchasers are responsible for adapting the materials and verifying applicable requirements. Professional-review checkpoints are identified throughout the bundle.

Created by Shanita Wade, MA, LPC, for Beyond the Surface Clinical Tools by EWOL.

$79 | One-time purchase | No monthly subscription