agree on the purpose first
Describe the retention workflow and the information it needs. Keep optional communication and additional data uses separate from essential clinical activities.
- document the intended data use
- identify the clinic's responsible contacts
- review optional permissions and withdrawal
review the data path
Before connecting software, examine where data will travel, which providers are involved, and which assessments or agreements your clinic requires.
keep the patient informed
Review explanations, support options, and language needs across the patient experience. A technical connection does not itself establish compliance with the clinic's legal obligations.
