If you’re still in active practice but want to make sure your patient health records are in safe hands if something happens to you unexpectedly, the Legacy Readiness Plan is where to start.
It doesn’t establish record custodianship. It puts the groundwork in place so that if you die or become permanently incapacitated before formally entering into a Legacy Plan, your loved ones or legal representatives can do so without delay or uncertainty.
The Legacy Readiness Plan is designed for practitioners who:
If you hold a Core or Core Plus contingency plan, Legacy Readiness is already included. You do not need to purchase it separately.
Legacy Readiness is a preparation-only service. It documents the administrative information needed to set up a Legacy Plan in future
It is important to understand what Legacy Readiness is not. It is preparation only. It does not cover:
If you want PracMinders to be able to step in when you cannot practise, you need a Core or Core Plus contingency plan. If you want record custodianship to begin, you need to formally enter into a Legacy Plan.
Legacy Readiness simply ensures that if you require future custodianship of your patient health records, your wishes are recorded, and the groundwork is already done.
Most practitioners intend to sort out their record custodianship arrangements before they retire. Not all have the opportunity.
If you die or become permanently incapacitated without a Legacy Plan in place, your loved ones or legal representatives will need to establish one — often quickly, under difficult circumstances, with no existing documentation to work from.
Legacy Readiness changes that. It means the information is already there, already documented, and already held by PracMinders — so the process of entering into a Legacy Plan can begin without delay or uncertainty.
You can’t predict what happens. But you can make sure the right information is in the right hands if it does.
Complete the Legacy Readiness enrolment process with PracMinders.
Working with PracMinders, you document the key administrative information relevant to future record custodianship — including PMS details, access arrangements, key contacts, and your preferences.
Your Legacy Readiness information is securely held and maintained. You are responsible for reviewing and updating it periodically to ensure it remains current. You should also keep a copy with your will, legal representative, or another trusted person involved in your practice succession arrangements.
If you die or become permanently incapacitated, your loved ones or legal representatives can contact PracMinders to formally enter into a Legacy Plan. Because the groundwork is already in place, the process can begin immediately — without the delays and uncertainty that would otherwise arise.
Legacy Readiness is designed to transition smoothly into a Legacy Plan. When you are ready to formally exit practice and enter into record custodianship, the information gathered under Legacy Readiness is already on hand to support that process.
Legacy Readiness sits within a broader set of services PracMinders offers for practice contingency and record management. Here is how they relate.
If you want PracMinders to step in when you cannot practise
You need a Core or Core Plus contingency plan. Both plans include Legacy Readiness as part of the service — you do not need to purchase it separately.
If you or your estate need record custodianship to begin now
You need the Legacy Plan — a separate service, formally entered into by whoever holds legal responsibility for the patient health records.
If you want to prepare the groundwork without committing to custodianship yet
The Legacy Readiness Plan is designed for you.
Legacy Readiness is a straightforward step that can make a significant difference for the people who may need to act on your behalf.
