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Agent or Custodian? Who Holds Your Patient Records After You Close Your Practice

When a practice closes, a records company can act as the physician’s agent or, less often, be asked to hold records as custodian. Here is the difference.

Scanning In-House vs. Hiring a Scanning Company: What You Are Really Choosing

Scanning boxes of records in-house looks cheap. Here is what the work involves, where it goes wrong, and when a scanning company is the better choice.

Digitizing Your Paper Records: What to Scan, What to Keep, and Whether You Can Shred the Originals

Scanning paper records saves space and speeds up retrieval. Here is what makes a scan trustworthy, when the CRA lets you destroy the paper, and what to ask a scanning provider.

How Long Do You Need to Keep Business Records in Canada? CRA’s Six-Year Rule Explained

The CRA generally expects you to keep business records for six years. Here is how the clock works, what counts, and what to do with older files.

Is Your Business PIPEDA-Compliant? A Records Management Checklist

A practical 9-point self-check for how your business keeps, protects and destroys personal information, paper and digital.

Secure Shredding vs. DIY Disposal: Why a Record of Destruction Matters

Office shredders and recycling bins don’t prove records were destroyed. See what professional shredding adds: chain of custody and a Record of Destruction.

Closing Your Medical Practice in Nova Scotia: What the CPSNS Expects, and a Checklist

Nova Scotia physicians must give patients at least three months’ notice of an elective closure. Here is what the CPSNS standard requires and a practical checklist.

Closing or Leaving Your Medical Practice in Alberta: The CPSA’s 90-Day Notice and a Checklist

Alberta physicians must give patients and the CPSA at least 90 days’ notice. Here is what the standard requires, including records, and a practical timeline.

Closing Your Medical Practice in Ontario: The CPSO’s 90-Day Notice Rule and a Month-by-Month Checklist

The CPSO requires at least 90 days’ notice to close a practice. Use this timeline to plan notification, record storage and what comes after.

What Happens to Patient Records When a Doctor Retires, Sells, or Closes Their Practice?

A retiring or closing physician stays responsible for patient records. Here is what Ontario’s CPSO requires and how a records management partner can help.

Got tired of the office chaos? Get rid of the tons of paper documents by creating digital copies and getting access from all over the planet.

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