Clinical Executor
- What It Is, Why It Matters, and How to Set It Up
A Clinical Executor is a trusted professional colleague who steps in to manage your clients and records if you’re no longer able to — for example, due to illness, incapacity, or death.
It’s a simple but essential safeguard for your clients, your professional responsibilities, and your loved ones.
Why Every Therapist Should Appoint a Clinical Executor
Appointing a Clinical Executor isn’t just a formality — it’s part of running an ethical and responsible private practice. It ensures that your clients are treated with care and clarity even if the unexpected happens.
Here’s why it matters:
- Client care continuity: Someone can contact your clients, explain the situation sensitively, and help them find ongoing support.
- Confidentiality and compliance: Your executor can manage your notes and records in line with GDPR and professional standards.
- Professional reputation: You’re showing foresight, professionalism, and ethical responsibility.
- Peace of mind: You and your family know that your professional affairs are in good hands.
Put simply, a clinical executor is the person who will manage and carry out your practice obligations in the unfortunate event of an emergency.
What a Clinical Executor Actually Does
The scope of responsibility can vary depending on your practice, but typically includes:
- Notifying clients and offering continuity of care
- Managing, transferring, or securely destroying clinical records
- Informing your professional body or membership organisation
- Handling subscriptions, directories, or software access
- Coordinating with your accountant, landlord, or professional executor if relevant
Ideally, you’ll have a simple written agreement outlining what your executor is authorised to do and how they can access what’s needed.
Free Template: Clinical Will
To make it easy, we’ve created a free Clinical Will template you can adapt to your own practice.
The document includes:
- Your and your executor’s details
- The purpose and scope of the agreement
- Guidance on communicating with clients
- Instructions for handling records securely
- Optional sections for reporting and closure
How Konfidens Helps You Manage It Safely
Konfidens includes a built-in feature that lets you register your Clinical Executor directly in your account.
Your agreement is stored securely, and if the need ever arises, your appointed executor can contact us — or we can contact them — to activate the arrangement.
Even if your executor misplaces their copy, we can verify their identity and honour the agreement.
It’s a smart, secure, and compassionate way to make sure your clients and practice are always protected – just how we like at Konfidens!
If you're new to Konfidens, you can create a free account and try it out yourself.