Clinical Will for Therapists
A clinical will is your continuity plan for client care if you become suddenly unavailable. It protects your clients, your practice, and your professional obligations.
What is a clinical will?
A clinical will is a written instruction set that tells a trusted colleague (or executor) what to do with your client communication, records, and active caseload if you die, become seriously ill, or otherwise cannot practice.
Why therapists need one
UK professional bodies expect therapists to plan for continuity of care and client welfare. A clinical will helps you meet those expectations responsibly.
What should a clinical will include?
- Named executor and backup contacts
- Next of Kin details and verification phrase
- Client notification templates for temporary and permanent absence
- Clear record-disposal and archive instructions for physical and digital notes
- Access period rules and client inclusion rules (active-only vs including past clients)
- A review date so your plan stays current
How hoito helps
hoito includes an integrated clinical will workflow in therapist settings: configure executor and Next of Kin details, define notification templates, set client window rules, and generate a PDF copy for your records.
If activation is needed, hoito provides a guided process with audit logs and visibility of affected clients.
Set up your clinical will in minutes
Protect your clients and meet ethical expectations with one integrated workflow.