keep the clinical record authoritative
A retention workflow should not require copying an entire chart into a browser extension. Identify only the information needed for the approved patient experience.
- retain your existing clinical record system
- review any proposed data access
- define who owns updates and corrections
separate retention from recordkeeping
The patient app can be useful for memberships and return visits without pretending to replace every clinical workflow. The integration scope determines which non-clinical tasks can connect.
consider the full platform separately
If your clinic wants to change its clinical tools, review the full-platform path against its documentation, consent, access, export, and professional requirements before agreeing to migrate.
