Starting a New Practice? How to Overcome the Fear of Inheriting a 1000-page Chart.

August 1, 2025
The Art of the Targeted Record Request — And Why We Shouldn’t Need One in 2025 | PMHx.ca Blog

The Art of the Targeted Request — And Why We Shouldn’t Need One in 2025

You finish Friday clinic at 6 p.m., double-click the USB your brand-new patient just handed over and watch your EMR lock up under the weight of a 764-page PDF. You sigh, because this isn’t a one-off. It’s what happens when the legal minimum for record storage (PHIPA) collides with the “store-and-fetch” business model of current vendors. They meet the rules; you inherit the mess.

This post gives you two things:

  1. A survival guide for asking only the 10 % of a chart you can actually use.
  2. A candid look at why these work-arounds shouldn’t be necessary—and what a physician-built alternative ( PMHx.ca) is trying to change.

1 — How We Got Stuck With Mega-PDFs

  • Warehouse economics. Third-party vendors charge per page, so the bigger the file, the better the invoice. Patients get warned that normal turnaround is “4 to 6 weeks” once the doctor’s files arrive—longer if volumes are high.
  • Sticker-shock pricing. Family of four gives their story in a mainstream article about the costs for their medical records. global news article
  • Real-world delays. Reddit threads describe common experiences: six-week (and longer) waits after payment, with explanations ranging from “still encrypted” to “awaiting doctor authorization.” Another physician reports waiting “a couple of months” to receive files from a vendor.
  • Limited transparency. Vendor prices are rarely published on their website.

Result? Months-late, unindexed PDFs that many receiving doctors simply decline to review. The burden lands squarely on us: Canadian physicians already lose an estimated 18.5 million hours a year to unnecessary paperwork—time that could cover 55 million patient visits. cfib-fcei.ca


2 — The Human Cost

  • Burnout. Administrative overload is now the top driver of physician distress, according to CMA wellness data. cma.ca
  • Patient safety. When records arrive unreadable or months late, we reorder tests “just to be safe,” doubling system costs and delaying care.
  • Legal liability. Under PHIPA you become the health-information custodian the moment the file hits your inbox. Possession = responsibility—even if you never find time to scroll.

3 — Survival Guide: Crafting a PHIPA-Compliant Targeted Request (Temporary fix, not the cure)

Step A — Know the Core Data Set

Ask for the smallest bundle that still preserves continuity:

  • Current Cumulative Patient Profile (problem list, allergies, immunizations)
  • Active medications
  • Last five years of consult notes, imaging & labs
  • Preventive-care dates (screening, immunizations)

Edge cases: pediatrics (growth charts) or oncology follow-up may need > 5 years.

Step B — Put It in Writing

A one-page form (download link below) should include:

  1. Patient identifiers (name, OHIP, DOB)
  2. Consent language citing PHIPA s. 23 for disclosure “for the purpose of ongoing care”
  3. Ticked check-boxes for the data elements above, with explicit date range

Keep a signed copy in your EMR audit trail.

Step C — Quick Wins While You Wait

  • Check ConnectingOntario / ClinicalConnect first; you might already have 30–60 % of what you need.
  • Flag “Targeted clinical summary only” in the request subject line—some vendor portals triage by keyword.
  • For critical notes, request directly from the original party (hospital, diagnostic imaging center, consultant physician if still in practice)

4 — When the Dump Arrives Anyway

If the 800-page file appears despite your best efforts:

  • Open it in a PHIPA-compliant cloud storage drive and use a fast, commercial PDF reader.
  • Leave breadcrumb notes in the chart; page reminders help future review.
  • Schedule protected time to go over key sections with the patient.
  • Note obvious gaps (e.g., missing imaging) and request only those pieces from other sources.
  • Hire a summer student for data entry if needed.

Yes, it’s triage medicine. No, it isn’t good enough.


5 — Why Band-Aids Aren’t Enough

The technology to solve this already exists in banking and e-commerce: lossless export, cryptographic integrity checks, API-based sharing. Health care lags because page-based billing remains profitable and interoperability isn’t yet mandated.

Imagine instead:

  • A zero-loss export straight from the retiring physician’s EMR.
  • AI ingestion that indexes every page, flags mixed-patient errors, and renders an interactive summary (problem list, meds, last five-year highlights) within hours.
  • Free end-to-end service for retiring physicians. Low costs to patient with no surprises or delays. Usability by the receiving physician instead of sitting in storage indefinitely.
  • Cryptographic audit logs so you know every page is intact and unaltered.

That is the roadmap for PMHx.ca, a platform being built by practising Ontario family doctors—people who live the 19-hour admin week and want it back.


6 — Help Build the Cure

If the current state of play leaves you disheartened too, lend us 20 minutes. Your workflow stories will shape a solution designed by physicians, for physicians  — and earn you early-adopter perks when PMHx.ca launches.


7 — Closing Reflection

Targeted requests may stem the bleeding, but medicine deserves a cure. Let’s build the system where no doctor ever scrolls through 764 unsearchable pages again—so we can get back to the reason we chose this profession: caring for patients.


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