Offboarding (Departing Staff) Checklist

This checklist should be completed by the departing staff before they leave the clinic, with the assistance of admin and leadership staff as needed. This list can apply to all roles as a tool when offboarding (i.e., allied health roles can ignore billing section).

The sections below correspond to the chronological order of Work Centre tabs.

1. Reassign Caseload

Description	Person Responsible Reference Articles
Run stored query: My Caseload - Active Patients Reassign clinician taking over caseload Send notification letter to clients if required	Clinician / Leadership EMR Reports (Stored Queries) Update POS and Care Team manually or using the Caseload Transfer Tool

2. Reassign Future Appointments 

Description	Person Responsible Reference Articles
Update future appointments to new MRP or alternate provider Able to batch move using Move all of a clinician's appointments from selected day icon Discharge clients as appropriate	Admin Manage Appointments in Profile EMR (for Admin)

3. Review Pending Tasks

Description	Person Responsible Reference Articles
Use view filter Pending Tasks - Me and My Groups (Current POS) and sort by Holder column If Admin, use view filter Pending Clinic Tasks (created at Current POS) then sort by holder Reassign holder or complete pending tasks as appropriate Set Out of Office to Block Tasks	Clinician / Admin Tasks Out-of-Office and Tasks

 

4. Review Referrals

Description	Person Responsible Reference Articles
Use view filter In - Received Inward Referrals - Last 2 years Sort by Referred to column Close or reassign open referrals as appropriate	Clinician / Admin Inward Referrals – Clinical Review

5. Resolve Encounter Notes

Description	Person Responsible Reference Articles
Use view filter Unresolved contacts for me Complete all unresolved contacts	Clinician Encounter Notes and Contacts

6. Review Unsigned Transactions

Description	Person Responsible Reference Articles
Use view filter Results Current Clinic Sign outstanding Unsigned Transactions Annotate and/or task as appropriate Note: Determine and communicate who are responsible for checking the departing provider's Unsigned Transactions which may continue to arrive after they have left (e.g., Clinician of the Day)	Clinician / Leadership Clinical Lab Functions: Unsigned Transactions (Lab Results, Transcriptions and Documents)

7. Update Results Distribution

Description	Person Responsible Reference Articles
Fill out and send Provider Information Form to LM Labs, LifeLabs, Excelleris, and Transcription Services to Remove from distribution for each POS you are departing from Call LM Labs and LifeLabs to update MRP or alternate provider on standing orders that you have ordered Assign manual matches to new MRP or alternate provider	Clinician / Admin Results Distribution (Lab Results and Transcriptions)

8. Reassign Wait List and/or Cancellation List

Description	Person Responsible Reference Articles
Note: These functionalities may not be activated in your clinic Reassign to new MRP or alternate provider	Admin

 

9. Review Parked Forms

Description	Person Responsible Reference Articles
Note: Forms that can be parked then completed may not be utilized in your clinic Complete incomplete/parked forms as appropriate	Clinician

10. Review Outstanding Claims

Description	Person Responsible Reference Articles
Submit claims and reconcile refused claims	Admin / Clinician Billing and Reconciliation

11. Review Interventions and Clinical Care Plans

Description	Person Responsible Reference Articles
Update interventions and clinical care plans as appropriate	Clinician Intervention List and Interventions Clinical Care Plan

12. Notify Profile EMR Support

Description	Person Responsible Reference Articles
Once this checklist has been completed, fill out the Profile EMR/PARIS Change Access Form Select REMOVE Team Membership	Profile EMR/PARIS Change Access Form

  Related Profile EMR User Help Files

• User Offboarding Summary