Assign PHIA responsibilities to the actual participants
Nova Scotia's PHIA overview explains the province's health-information framework. Establish the relevant custodians and supporting relationships for the proposed business. The arrangement should identify responsibility for records, access, safeguards, and disclosures before the service receives real patient information.
Use the custodian toolkit as a source for the review and practical policies. Describe the systems the team actually uses, including scheduling, video, support, records, pharmacy exchange, backups, and any automated processing. A policy covering only the main chart leaves gaps.
Review the purpose and authority for each flow between parties. Confirm the contracts and the people who can authorize a change. A new software feature may alter information handling even when it looks like a small improvement to the appointment interface.
Demonstrate access boundaries using synthetic records. Check notifications and reports as well as screens. Staff helping with a payment issue should not receive unrelated clinical details merely because both activities occur under one company account.