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
- Choose a transferee or temporary custodian and prepare a transfer agreement.
- 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.
- Send the agreement to your professional order’s secretariat.
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.
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