What You’ll Walk Away With

By the end of this 4-week program, you will have:

Practice Organization

✔ A centralized, organized record of your practice’s critical information, including operational, administrative, and contact details.

✔ Clear documentation of what matters most in your practice—patient records, professional contacts, financial accounts, insurance, referral networks, access credentials, and more.

Continuity Planning

✔ A documented contingency plan for short-term and long-term absence—including step-by-step procedures for practice management, patient notifications, appointment rescheduling, and regulatory reporting.

✔ A succession checklist aligned with professional obligations and relevant privacy standards (e.g., PHIPA, HIC plans), to support a transition if you are incapacitated or no longer practicing.

✔ Guidance on naming or preparing applicable successors (e.g., colleagues, legal representatives, practice managers) who can assist with records and continuity as appropriate.

Communication + Documentation

✔ A customized, guided planner that consolidates practice information and procedures in a way your team or designated representative can follow.

✔ A practical understanding of what information to share (and how) with trustees, executors, or successors, while respecting confidentiality and privacy laws governing health records.

✔ Greater peace of mind knowing your practice, clients, and family are protected regardless of life’s unpredictability.

Series Details

• Who This Is For:

  • Healthcare professionals and clinicians, especially those in regulated practices or solo private practice

• Meet weekly on Thursdays, starting Thursday, March 5th, 2026

• Virtual meet-ups, sessions are recorded and available for replay

• 7-8pm ET (plus extra 30 minutes for Q&A)

• Registration is required. Spaces may be limited to maintain quality discussion and support.

• 4-Week Preparedness Cost: $247 +HST

  • Access to 4 live sessions

  • Customized guided planner (The Dahlias Planner)

  • Plus, access to session recordings (access for 45 days from program start)
    

• 4-Week Preparedness PLUS Cost: $397 +HST

  • Everything above plus:

    • Extended recording access (6 months)

    • Access to The Dahlias Planner module updates/refinements

    • Two bonus private sessions (60 minutes each) - options include:

      • Assist with personal questions, review planning and decision-making

      • Invite your spouse or executor to review planner and responsibilities

What This Program Is (and Is Not)

This program IS:

• A guided, structured process to document your practice and obligations

• Practical and relevant to healthcare professionals

• Designed with privacy, patient records, and accessibility in mind

• Focused on clarity, continuity, and peace of mind

This program IS NOT:

• Legal advice or regulatory compliance training

• A replacement for formal consultations with regulatory, legal, or privacy professionals

• A passive course you watch “someday”

You’ll be supported, guided, and encouraged—but you remain in control of your planning choices.

Why Now?

As clinicians and healthcare business owners, it’s easy to put this off until something forces the issue. But planning proactively lets you make decisions calmly, ensures your clients are protected, and gives your family and practice a clear path forward—before it’s needed.

Preparedness isn’t about fear.
It’s about responsibility, care, and professionalism.

Register Today!

Organize your practice details and support your clients, family, and colleagues with clarity and confidence.

I know thinking about a future where you aren’t here to care for and protect your family is awkward and uncomfortable.

But that’s why I’m doing this and that’s why you need to do this too!

Because death, illness, accidents, disease, injuries, and age happen – whether we are planned for them or not.

Preparedness is an act of responsibility—not fear.