map the information
List the fields needed for the agreed workflow. Avoid moving an entire clinical record when a smaller set of authorized operational data can do the job.
- what is collected and why
- where information is processed
- who can access, correct, or remove it
review the agreements
Ask for the relevant service provider terms, subprocessors, safeguards, retention approach, and incident contacts. Product copy is not a substitute for those documents.
keep the clinical context
PIPEDA and provincial requirements may affect your clinic differently. Review the implementation with the people responsible for privacy at your clinic rather than treating an extension as an exemption.
