Transition your practice with total peace of mind. We manage your full 10-year CPSO/CMPA retention obligations, patient notifications, and secure EMR/Physical record transfers so you can retire without the liability.

Closing a practice is more than just locking the door. The CPSO requires a rigorous 90-day notification period and a minimum 10-year retention of records (often longer for pediatrics).

• Are you prepared to handle patient phone calls at home for the next decade?
• Is your home or office cluttered with “legacy” paper charts that create a fire and privacy risk
• Does your estate know how to manage your medical records if you cannot?

Regulatory Compliance: We execute the mandatory patient notification campaigns via mail

Total Data Migration: We scan physical charts and extract EMR data into searchable, secure formats

Lifetime Management: We act as the point of contact for all future patient and third-party (Insurance/Legal) record requests for the next 10+ years.

“I recently retired after 47 years of family medicine. I had imagined the transition would be one of stress and chaos, but Records Management made it an enjoyable experience. My patients experienced no inconvenience.”

— Dr. Ian Sang

Your retirement shouldn’t be defined by paperwork. You’ve spent decades caring for your patients; let us care for their records.