HOPESTAGE — PSYCHIATRIST TRANSFER CHECKLIST
Source: https://www.hopestage.com/research/how-to-change-psychiatrists
Sources checked: 13 October 2026

Use this to prepare a conversation with your clinics or care team.
General information, not personal medical advice. Keep any health details
you add somewhere private. You do not need to send this to HopeStage.

1. WHAT I AM ASKING FOR
[ ] I know whether I want a treatment review, second opinion or transfer.
My main priorities:

What has helped:

What has been difficult:

2. THE NEXT SERVICE
[ ] The clinic has explained whether it offers ongoing care.
Clinic / contact:
Assessment date:
Referral requirements:
Appointment cost / coverage confirmed with:
Ongoing follow-up availability:

3. CARE DURING THE TRANSITION
[ ] I know whom to contact about prescriptions and monitoring.
Clinician or service responsible:
Contact details and opening hours:
Date medication supply is expected to run out (if relevant):
Next review / monitoring arrangements:
What to do if things change or I need help sooner:

Contact your prescriber before medication runs out and ask your pharmacist
for advice. A replacement prescription is not automatic. Do not change,
ration or stop prescribed medication on your own. If you are in immediate
danger or cannot stay safe, contact emergency services in your country.

4. RECORDS
[ ] I have asked which documents are needed and how to transfer them securely.
Requested records / treatment summary:
Authorisation required:
Request sent on:
Receipt confirmed by:
Documents still missing:

5. AFTER THE ASSESSMENT
[ ] I understand who is responsible for ongoing care.
Agreed plan:
Prescribing / monitoring clinician:
Next appointment:
Contact for concerns between appointments:
[ ] I have coordinated any remaining appointments with the previous clinic.

QUESTIONS I WANT TO ASK
What information is still missing?
Which decisions can we make today, and which need further assessment?
Who will handle prescriptions and monitoring from now on?
How do I raise a concern before my next appointment?

Local referral, funding, prescribing and records rules vary.
Confirm arrangements with the services involved.