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1.  Pre-Consultation Form

Enter / Update

2. Schedule Consultation Meeting

3. Attend Consultation Meeting (date .)

4. Confirm roles with Personal Representatives and any colleagues you will involve in your Professional Will

5. Post-consultation Form

enter / Update

6. Review, sign and download Professional Will

Access will

7. Send a letter of explanation and your Professional Will to Personal Representatives and attorney (if you have one)

Templates

8. Set up RoboForm password manager

8. Ensure Personal Representatives have necessary access to account logins

SET-UP GUIDE
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Instructions

We strongly recommend that you notify your Personal Representative and Alternate Personal Representative about their roles regarding your Professional Will.  Below is suggested wording you can use in an email to the Personal Representative, and to the Alternate Personal Representative.  

‍

Personal Representative

Dear <Personal Representative First>,

‍

As you know, I have asked TheraClosure to serve as my psychotherapy Practice Executor in the event of my sudden incapacitation or death.  In order for TheraClosure to execute its work, a Personal Representative must notify them and transmit certain information to them.  Thank you for agreeing to be my Personal Representative.  

‍

In the event of my sudden incapacitation or death, you should immediately email notify@theraclosure.com, and also call 301-804-1241, notifying TheraClosure about what has happened to me.  TheraClosure will guide you in how to access any necessary information, as I have outlined in my Professional Will, which I have attached.

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Alternate Personal Representative

‍

Dear <Alternate Representative First>,

‍

As you know, I have asked TheraClosure to serve as my psychotherapy Practice Executor in the event of my sudden incapacitation or death.  In order for TheraClosure to execute its work, a Personal Representative must notify them and transmit certain information to them.  Thank you for agreeing to be my Alternate Personal Representative.  

In the event of my sudden incapacitation or death, you should immediately contact TheraClosure (phone 301-804-1241; emailnotify@theraclosure.com) to confirm that they have received notification from <Personal Representative First><Personal Representative Last> who is my Personal Representative. In the event that your services are needed, TheraClosure will guide you in how to access any necessary information, as I have outlined in my Professional Will (which I have attached).

RoboForm Set-up Instructions

There are 4 steps to setting up and using RoboForm

Step 1: Installation
Follow instructions in the video below
1. Navigate to www.roboform.com/download
2. Install software on your computer
3. Enable extension in your browser
4. Sign up for a RoboForm account
Be sure to set a master password that you will never forget
  Consider installing the RoboForm app on your phone, allowing you to
    -access your practice websites from your phone
    -recover your master password

Safari for Mac
Chrome for Mac
Edge for Windows
Chrome for Windows

Step 2: License
Follow instructions in the video below
1) Navigate to https://www.roboform.com/key
2) Enter email and master password
3) Enter and submit your RoboForm license key: XXX-XXX-XXX-XXX

Step 3: Set Emergency Contact
Follow instructions in the video below
1. Click RoboForm extension button
2. Click Home icon to be taken to Start page
3. Click Emergency Access on lower left panel
4. Click + icon on bottom right
5. Enter emergency@theraclosure.com
6. Choose the emergency timeout period.
   We strongly recommend choosing "immediately" so that TheraClosure is able to immediately begin our emergency protocol which includes contacting clients/patients with upcoming appointments.

Step 4: Saving and Re-using Passwords
See video to
1. Save username and password on first use
2. Automatically retrieve username and password for every subsequent log in

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