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:
- A survival guide for asking only the 10 % of a chart you can actually use.
- 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:
- Patient identifiers (name, OHIP, DOB)
- Consent language citing PHIPA s. 23 for disclosure “for the purpose of ongoing care”
- 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.


