How do I transition patients when the optometrist who built my clinic retires?

Plan a period of overlap. Seeing patients together, or having the new optometrist sit in at your exams, lets patients meet them before they must choose. It also lets you pass on what you know about each person’s eyes and habits.

Prepare the staff. Opticians and front desk workers speak with patients all day, so give them clear answers about the change and let them hear them before patients do. Their confidence is often what calms a worried regular.

Speak to patients in their own terms. Tell long-standing patients personally and explain why you picked this successor. Do not promise that nothing will change. Describe what will be the same and be open about what may differ. Check your records. Make sure files are in order and that you know what you may pass on. Your lawyer can tell you the notice and record rules. Afterward, ask staff which patients seem uncertain and follow up gently. A little attention in the first weeks can keep people from drifting away. Consider the clinic’s name and branding, too. If patients connect it with you personally, discuss with the buyer whether to keep the name for a while, and how to present the clinic as a continuing practice with new leadership instead of a replacement.

Key takeaways

• Overlap with the new optometrist so patients can meet them first.
• Brief staff before patients, so they can answer questions well.
• Tell long-standing patients yourself and be honest about changes.