How to access records as a transferee or temporary custodian

This article explains the steps to follow when you are appointed as a transferee or temporary custodian for the records of a professional who is temporarily or permanently ceasing their practice.

Steps to follow

1. Contact the Psylio support team as soon as possible via the ticketing system to let us know about the situation.
2. Clarify your role, including:
1. Whether you are acting as a transferee or a temporary custodian.
2. The professional order you are a member of.
3. Attach the transfer agreement, if it was previously completed with the professional.
4. Clearly outline your situation and responsibilities:
1. Whether you need access to all records, both active and archived.
2. The name and email address associated with the Psylio account containing the records.
3. Any legal deadlines you must meet.
4. Any situation involving a service interruption or a risk of harm to patients.

Is a signed transfer or temporary custody agreement enough to access the records?

A signed agreement helps facilitate the process, but additional identity verification is required before access can be granted.

Tips to speed up the processing of your request

1. Stay available to answer our team’s questions or to schedule a video meeting.
2. Ask a second professional, who is a member of the same professional order as you, to contact us and confirm your identity and the legitimacy of the request.
3. Share any signed transfer agreement or official document that confirms the situation and your role.
4. Clearly explain your constraints and concerns. We are committed to handling your request efficiently and in compliance with your professional obligations.

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