Veterinary Practice Sale Client Notification Form

Veterinary Practice Sale Client Notification Form

When a veterinary practice changes ownership, clear communication with clients is essential to maintain trust and ensure continuity of care for their beloved pets. This veterinary practice sale client notification form template helps you professionally inform clients about the ownership transition while reassuring them about service quality, medical record handling, and introducing the new veterinarian.

Why This Form Matters for Veterinary Practices

Ownership transitions can be unsettling for pet owners who have built long-term relationships with their veterinary team. This form template addresses common client concerns by:

• Clearly communicating transition details including timeline and what changes to expect
• Assuring service continuity so clients know their pets' care won't be disrupted
• Explaining medical record transfers and how patient history will be preserved
• Introducing the new veterinarian with background and philosophy of care
• Gathering client preferences and questions to ensure a smooth handover

Built for Veterinary Professionals

This template is specifically designed for veterinary clinic owners, practice managers, and veterinarians navigating the sale or acquisition of a practice. Whether you're a retiring veterinarian passing the torch or a new owner taking over an established practice, clear client communication protects the practice's reputation and client retention.

The form captures essential acknowledgments, preferences for continued care, and provides a channel for client questions during this transition period. You can customize it to match your practice's brand and specific transition circumstances.

Automate Your Practice Transition with Paperform

With Paperform's conditional logic, you can show different content based on client responses—for example, offering special meet-and-greet appointments for concerned clients or providing additional resources for those with questions. Use Stepper to automate follow-up workflows like sending welcome emails from the new owner, scheduling transition meetings, or updating your practice management system with client preferences.

Trusted by veterinary practices worldwide, Paperform helps you maintain the personal touch that matters to pet owners while efficiently managing the administrative side of practice transitions.