Residency wrap-up checklist: Transition into practice

Image of a serious retired man consulting with younger female physician at the checkup meeting in the hospital.

Finish residency strong with a checklist to guide your transition into practice.

Completing residency is a huge milestone — congratulations! This checklist highlights the most important tasks to wrap up your training and set yourself up for success as you transition into practice as a new family physician.

Step 1: Complete final residency tasks

Submit residency exit paperwork

Before graduation, make sure all required forms are submitted. This often includes hospital credentialing documents, institutional surveys, and health system clearance forms. Keep copies of everything for your personal records.

Review graduation & training requirements

Confirm with your program director or coordinator that you’ve met all clinical and academic requirements. This step ensures timely graduation and avoids any surprises when you’re applying for state licensure.

Complete final evaluations and records

Finalize end-of-rotation evaluations, procedure logs, and board eligibility paperwork. Many programs also request feedback from residents about the curriculum — take time to contribute your insights.

Get your credentials in order

  • Apply for appropriate state licensure and registration, and state-required exams, if needed.

  • Apply for Drug Enforcement Administration (DEA) and state-specific Department of Public Safety (DPS) licenses.

  • Identify state(s) in which you would like to practice and research their licensing requirements and how long the licensure process takes.

  • Ensure state laws allow you to practice to your desired spectrum of care.

Step 2: Pass your board exam

female resident taking a test at a desk

Apply for certification

Register for the American Board of Family Medicine (ABFM) or the American Osteopathic Board of Family Physicians (AOBFP) certification exam.

Make sure you’ve completed all residency and licensing requirements before submitting your application.
Residency Wrap-up Checklist

Tools to study smarter

Use the AAFP Family Medicine Board Review Self-Study package for comprehensive exam prep, including videos, lectures and practice questions tailored to board content.

Access our bank of free board review questions to complement your study plan.

Step 3: Prepare for practice

Set salary and career expectations

  • Use the AAFP Career Benchmark Dashboard to compare compensation, benefits and workload expectations across different locations and practice settings.

  • Consult with faculty mentors and recent graduates to align your expectations with realistic job scenarios and long-term goals.

  • Think about your desired work-life balance in relation to your practice setting options and personal life, including your ideal work week and breakdown of percentages of FTE spent in patient care, administrative duties, teaching, research, etc.

  • Consider seeking out career coaching.

Look for a job

  • Update your CV, personal statement and cover letter. Confirm references and have these documents reviewed by trusted mentors.

  • Know the AAFP’s five signs of a good physician employer. Identify potential employers and research relevant information about them.

  • Post your CV and set up job alerts on the AAFP’s CareerLink website, and take advantage of career placement services offered to AAFP members.

  • Identify resources to find and apply for positions, including your personal and professional networks, health system recruiters, job listing websites and direct connections with employers.

  • Prepare questions to ask potential employers before your in-person interview.

  • Rehearse answers to anticipated questions from potential employers and interviewers.

<1%

Number of job offers rescinded due to negotiation—most employers are open to modifications

Source: American Medical Association

Negotiate your contract for a new physician role


Step 4: Plan your finances for life after residency

Manage student loan repayment options

Explore repayment programs, loan forgiveness opportunities, and refinancing options. Federal repayment programs such as PSLF (Public Service Loan Forgiveness) may be especially relevant to family physicians working in underserved areas.

74%

Share of medical trainees currently carrying student loan debt, with many owing well over $150,000

Source: Physician’s Weekly

Establish budgeting & savings tools

Transitioning from resident to attending means a big change in income. Create a realistic budget that accounts for increased earnings while addressing existing debt, savings goals and lifestyle needs.

Understand compensation and benefits packages

Take time to review your employment benefits, including retirement plans, health coverage and CME allowances. Understanding these packages helps you maximize their value and plan for long-term financial security.

Step 5: Prioritize personal well-being

Residency Wrap-up Checklist

Schedule time off to recharge

If possible, plan a short break between residency and your first job. This downtime can help you recharge, spend time with family and friends and reflect on your training.
woman doing yoga and meditating

Access wellness resources

Residency is intense. As you progress, build a proactive plan for mental health and stress management. This may include mindfulness practices, peer support or therapy.
Residency Wrap-up Checklist shaking hand with mentor

Build support networks

Lean on colleagues, mentors and professional organizations as you transition. Building strong connections will help you navigate the challenges of early practice.

Step 6: Stay connected with the AAFP

Update your member profile

Ensure your membership reflects your changed status as a new physician. Membership connects you to exclusive resources, advocacy and career development opportunities.
Update your member profile

Explore CME & career development opportunities

AAFP offers a wide variety of CME options to help you get extra training in areas you will be focusing on more in practice.

Residency Wrap-up Checklist woman on a computer.

Business topics

Learn business fundamentals and practice management skills to help build your confidence.
happy pregnant patient meeting with a female doctor.

Pregnancy care

Upgrade your OB-GYN knowledge with this expert-led course, featuring the latest guidelines to deliver top-quality care.

Consider setting CME goals early in your career to stay current and maintain licensure.

Join the new physician community

Connect with peers who are also navigating the transition into practice. Through AAFP’s new physician resources, you’ll gain access to networking opportunities, leadership pathways and practice management tools.

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