Draft saves in this browser on this device only.

Provider Transition Timeline Builder

Enter your details below and get a personalized, week-by-week plan for switching providers

This is a private, browser-only tool. Everything you enter stays in your browser, and draft inputs are stored only on this browser and device so you can return later. You can print, save as PDF, or email your timeline to yourself. Your information is not stored on our servers unless you choose to email the timeline.

Planning note: this tool supports non-urgent transition planning and organization. Use it to prepare for routine provider changes and discuss steps at your next non-urgent visit.

1 Transition details

Tell us about your situation so we can build a timeline tailored to your transition.

Your name

Reason for transition

Doctor retiring Doctor moving / leaving practice I'm switching by choice Insurance changed Other

Departing doctor's name

Departing doctor's last day

Please enter the departing doctor's last day to generate your timeline.

New doctor's name

I haven't found one yet

New doctor's first available appointment

2 Your providers

List the providers currently involved in your care. This helps identify referrals that may need to transfer.

Name	Specialty	Active referral?	Notes

3 Pending items

Flag anything that's in progress — these items need extra attention during the transition.

Pending referrals that need to transfer Active specialist referrals that were issued by the departing provider and may need to be re-issued by the new one.

Prescriptions that need to be re-issued by new provider Ongoing medications that require a new prescribing provider once the departing doctor's practice closes.

Lab results or imaging that's been ordered but not yet done Tests that have been ordered but not yet completed or resulted — these may need to be re-ordered.

Prior authorizations in progress Insurance pre-approvals that are tied to the departing provider and may expire or need resubmission.

Insurance-related items that depend on provider Network assignments, plan changes, or coverage items tied to your current provider's practice or group.

Other

Your Transition Timeline

Email this timeline to yourself

Get a copy delivered to your inbox so you can reference it later, share it with family, or forward it to your new provider.

You'll receive your timeline immediately, plus a few follow-up resources. Unsubscribe anytime.

Sent! Check your inbox. Your personalized timeline is on its way.

Need help with this transition? Scan to read our full guide on navigating a provider transition — and learn how Averyn Care can handle the records transfer, referrals, and follow-up for you.

averyncare.com/topics/doctor-retirement-transition

Provider Transition Timeline Builder

1 Transition details

2 Your providers

3 Pending items

Your Transition Timeline

Email this timeline to yourself

Want someone to manage this transition for you?