Make record custody survive a supplier change
Apply Quebec's health and social services information law to the actual organizations with qualified privacy advice. Determine the responsible information roles, permitted uses, retention duties, and arrangements for access or correction. A platform account name does not establish legal custody.
Map where clinical notes, attachments, patient messages, and referral responses are stored. Identify any material held only in a separate support tool. The migration plan should preserve the meaningful patient record and the context needed to understand it, not merely export a list of names and appointment dates.
Ask the proposed supplier to demonstrate retrieval from a fictional account with multiple encounters. Check chronology, authorship, attachments, and the ability to read the result outside the original screen. Clarify how the service retrieves information after a commercial contract ends. Resolve ownership and access questions before the relationship becomes dependent on a system that is difficult to leave.