1. The role of clinical executor is to manage an analyst’s caseload and practice according to their wishes, in the event of the analyst being in crisis, seriously ill or in the event of their death.


  1. In the event of a crisis, serious illness, or bereavement, the analyst or their appointed person, will contact the CEs (or at least one of them) to let them know of the situation that has arisen to prevent the therapist from working. They must also contact the AJA office direct.


  1. The CEs will contact each other to arrange how they will deal with the analyst’s practice list between them.


  1. One of the CEs should check as soon as possible that the AJA office and/or the Chair has been informed of the situation and confirm that they, the CE’s, have begun their task in relation to the analyst’s practice.


  1. The CEs should then contact all patients, supervisees and other named persons on the analyst’s list to let them know of the situation that has arisen. Care should be taken in the way that information is given to the patient. It is essential that no information be left on an answerphone that may be distressing.  If the patient is not available then a message asking them to ring the CE may be left.  


  1. If there is the likelihood of a prolonged absence the CE should discuss with the patient what they would wish to do and the options open to them.
  1. The CE may offer an appointment to discuss these options further with the patient. It could be appropriate to contact the analyst’s supervisor(s)/peer group members for any advice about any additional support that may be required for the patient.
  2. In the event of the death of the analyst the CE, should offer the opportunity of an appointment to meet with the patient to support them and to discuss options for the individual including possible onward referral if appropriate.
  3. It is important for CEs to consider where patients are to be seen.  If the CE is some distance from the analyst’s practice it may be important to find a place closer to the analyst’s practice (if in London it may be the AJA office) or, to arrange for the patient to be seen by an AJA colleague who may be geographically closer, this could be particularly helpful if there are a lot of patients to be seen in a short space of time.
  1. Where appropriate, the CE’s should let the analyst know when all their caseload has been contacted. In the case of the death of an analyst the CE’s should inform the AJA office and Chair when all patients, supervisees and other named persons have been contacted, appropriate action taken, and that the member’s file may now be closed.

     8 In the case of the death of the analyst, all patient notes should be dealt with in accordance with the analyst’s wishes. Basic                   contact information, name, address and telephone number and reference number (if available) are required by law to be                     kept for a period of three years and should therefore be held under the care of one of the CEs.

  1. In the event of a death or incapacitating illness the family should be informed that the caseload has been appropriately closed.


December 2013