All SOPs
23Last day

Offboarding & last-day checklist

Leaving well matters as much as starting well. A clean handoff protects patients, your teammates, and the reference you'll want later.

Notice & timing

  • Two weeks minimum for non-clinical roles
  • Four weeks for clinical and management roles
  • Submit a written resignation to your manager and HR the same day
  • Do not announce externally until HR confirms timing

Knowledge transfer

  • Document every active project in HubSpot with a clear next step
  • Reassign or close open tasks and deals to a named owner
  • Write a one-page handoff for your manager covering systems, contacts, and risks
  • Schedule a 30-minute walkthrough with the colleague taking over

Last week — accounts & data

0/4

Last day

0/5

Confidentiality continues after your last day

Your NDA, HIPAA obligations, and non-solicitation terms do not end with employment. Taking patient lists, contact lists, internal docs, or playbooks is grounds for legal action — and is reported to your next employer in any reference check.