This form is designed to assist with the continuity of care for clients, by providing organizations with a system to transfer clients to an external provider. There are sections for action items, timeline steps, and date completed notes. 

External Client Transfer Checklist

  • Please keep in mind that because our products are distributed digitally, it is our policy that all sales are non-refundable.

  • Be sure to download all attached files as the links will expire after 30 days. All products and details will be in the zip file sent via email after purchase.