Presented in Partnership With the American Psychiatric Association
These resources include materials that the American Psychiatric Association (APA) provides exclusively to its members, along with other practice management resources. Permission was granted to Carlat Publishing to provide them to its readership on a one-time basis.

For information on joining the APA, click here.

Planned Retirement Toolkit
Click here to download PDF.
This toolkit is designed for psychiatrists who are planning to close a practice, usually as part of a retirement plan. These tools will help you to organize materials and information needed for a successful practice closure. Having this information in one place will be particularly helpful if you plan to delegate some or all of these tasks to an assistant or other staff member. Section 10 of this toolkit includes templates of letters and other closure materials.

 

Unplanned Retirement Toolkit
Click here to download PDF.
This is a toolkit for cases in which a psychiatrist must close a practice abruptly, due to unforeseen circumstances such as death or serious illness. These tools are meant to be used primarily by an administrator who has been predesignated by the psychiatrist. Examples of potential administrators include spouses, children, colleagues, or attorneys. We recommend that you provide this toolkit to your administrator(s) well before you think you are reaching the age when unexpected events happen.