Contingency Planning for Healthcare Practices
A guided program designed to help healthcare professionals prepare their practice, patient records, and operations for unexpected absence or transition.
Are you a healthcare professional who has built a meaningful practice—yet most of what keeps it running lives in your head? What happens to your business, your patient records, and your clients if you ever needed to step away unexpectedly—temporarily or permanently?
Healthcare professionals carry unique responsibilities when it comes to client records, privacy obligations, and continuity of care.
This program helps you organize the operational and documentation planning needed so your practice and clients are protected if you are suddenly unavailable.
Why This Matters for Healthcare Professionals
Healthcare practices operate with sensitive information and professional obligations. If you ever become unavailable:
Patient records must be managed appropriately and securely.
Contingency plans and successor designees need to be documented.
PHIPA and regulatory requirements must be considered alongside business continuity.
Your clients, staff, and family need clarity—not guesswork.
This series helps you address all of that in a structured, thoughtful way.
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
Contingency Planning 4-Week Program
Who This Is For:
Healthcare professionals, practitioners and clinicians, especially those in regulated practices or solo private practice.
If you own a clinic or oversee a team, this is a great planning resource for your practitioners to participate in as well.
Note: If there are multiple practitioners at your practice or clinic interested in attending, there's a group package available (please contact Jodi directly).
Spring dates coming soon!
Virtual meet-ups, sessions are recorded and available for replay
7-8pm ET (plus extra 30 minutes for Q&A)
Access to 4 live sessions
Customized guided planner (The Dahlias Planner)
Plus, access to session recordings (access for 45 days from program start)
Contingency Planning Program PLUS
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
Registration is required. Spaces may be limited to maintain quality discussion and support.
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.
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.