How do I prepare for a cessation of professional services ?

How do I prepare for a cessation of professional services ?

When you leave your professional order or enter a situation of cessation (temporary or permanent, such as closing or leaving a practice), your client records must be entrusted to a transferee or a temporary custodian. Here’s how to prepare for a cessation of professional services.

Steps to follow

  1. Choose a transferee or temporary custodian and prepare a transfer agreement.
  2. Send the agreement to the Psylio team through the ticketing system. This helps verify the transferee’s identity when they assume responsibility for the records.
  3. Send the agreement to your professional order’s secretariat.
Info
Appointing a transferee is an important act of care toward your clients. The earlier this step is planned and prepared, the smoother and more reassuring the transition will be for everyone involved.