Transfer checklist
Switch providers without avoidable gaps
A practical preparation list. Your clinicians should determine treatment timing and continuity.
Before applying
- Confirm state coverage
- Review current cancellation terms
- Save current pricing and plan details
Records to collect
- Medication and dose history
- Recent labs and visit notes
- Insurance and prior-authorization records
Before cancelling
- Receive new-provider acceptance
- Confirm expected fulfillment date
- Resolve refunds or outstanding balances