Duties and responsibilities

Expectations of physicians in practice

Medical records

Writing with care: Word choice matters in medical records and reports
Documentation in clinical notes and reports to third parties should be factual, objective, and use a suitable tone of medical professionalism.
Caring for children when child protective services (CPS) are involved
Information on consent and access to records when child protective services are involved.
My patients, my records?
Practising physicians, particularly those at the beginning of their career, should ensure they have enduring access to medical records after leaving a practice for medical-legal purposes.
Closing or leaving a practice: Tips for physicians
Responsibilities of physicians when planning to close or leave a practice due to retirement, illness, or other reasons.
Why do you need to know? A balancing act for accessing personal health information
Physicians may face a privacy breach when viewing personal health information that is not required for current clinical care and without the patient’s or information custodian’s consent.
Privacy requirements are getting stricter: What physicians need to know
An overview of changes to federal and provincial privacy laws.
AI Scribes: Answers to frequently asked questions
Answers to questions physicians have been asking about the use of AI scribe services
Recording clinical encounters with patients: What physicians need to know
When physicians wish to record a clinical encounter, they should first obtain express consent from the patient and have in place security measures to ensure confidentiality.
Did you know? You need authorization to provide medical records to lawyers
Physicians may release a patient’s medical records to lawyers only with patient authorization or where required by law.
Can border agents search your mobile device?
Advice for physicians travelling across international borders and carrying devices that may contain patient information.
Responding to requests for children's medical records
The physician's role in providing a child's medical information to a parent.
Providing access to independent medical examinations
Individuals have a general right to access their personal information in independent medical examination files, but there are exceptions to what must be produced
Reporting a privacy breach: What are your responsibilities?
Addressing privacy breaches has become more complex as the rules around notifying and reporting have recently changed or are about to change across the country.
Who has custody of medical records, and who is entitled to access them?
Physicians can be better prepared to transfer patient health information when they understand who has custody of and access to medical records.
Deceased patients’ medical records: When can they be disclosed?
Considerations for physicians when responding to requests for deceased patients’ medical records.
Managing access to electronic health records
A discussion of the principles of access, the challenges with access, and managing the risks.
How to manage your medical records: Retention, access, security, storage, disposal, and transfer
An overview of the principles of retention, sharing and transferring of medical records.
Cybersecurity threats: Are you prepared?
How doctors can help protect their information technology systems from cybersecurity threats and what they should do in the event of a cybersecurity incident.
Did you know? Patients can restrict access to their health information
Physicians should try to accommodate patients’ requests to limit access to their personal health information.
"Dictated but not read": Unreviewed clinical record entries may pose risks
The practice of marking transcribed reports or entries “dictated but not read” gives rise to medical-legal risks and can create uncertainty for those relying on that information in providing patient care.
Patient portals—Considerations for safety and medico-legal risk
Actions physicians can take to mitigate potential risks of using patient portals to communicate clinical information with patents.
Managing stress when transitioning to new electronic record systems
Strategies for managing the stress associated with transitioning to a new EMR system for managing patient records.

DISCLAIMER: This content is for general informational purposes and is not intended to provide specific professional medical or legal advice, nor to constitute a "standard of care" for Canadian healthcare professionals. Your use of CMPA learning resources is subject to the foregoing as well as CMPA's Terms of Use.