Recovery Center Counselor Exit Checklist

When a counselor leaves a recovery center or addiction treatment facility, continuity of care is paramount. This Recovery Center Counselor Exit Checklist ensures that every departing counselor completes a thorough handoff of client treatment plans, relapse prevention protocols, insurance authorization notes, and certification records—protecting both client wellbeing and operational compliance.

Built specifically for behavioral health organizations, addiction treatment centers, and mental health facilities, this template guides departing counselors through critical transition tasks including client reassignment, treatment plan summaries, and documentation of active authorization periods. By centralizing this information in one structured form, clinical directors and HR teams can maintain treatment continuity and avoid gaps in care during staff transitions.

Paperform makes it simple to collect sensitive exit information securely, with conditional logic that adapts based on the counselor's caseload and certification status. Forms can be customized to match your facility's branding and protocols, and submissions automatically route to the right clinical supervisors and HR personnel. With Papersign integration (papersign.com), you can convert exit acknowledgments into legally binding eSignatures, creating a clear audit trail for compliance. And with Stepper (stepper.io), you can automate the entire offboarding workflow—triggering client reassignments, updating treatment records, notifying insurance coordinators, and archiving certification documentation—all without manual handoffs.

Whether you're a small outpatient clinic or a multi-site recovery organization, this template helps you protect client outcomes, maintain regulatory compliance, and professionalize your counselor offboarding process from day one.