Confirm the receiving practice’s process
A subscription, prescription or prior consultation does not automatically transfer to another practice. Ask what the receiving practice requires, how records should be sent securely and whether a new consultation is needed. A clinician must make any prescribing decision.
Keep care and billing questions together
Use the checklist to organize conversations about follow-up, refill questions, cancellation cutoffs and prepaid commitments. Checking an item does not confirm that a transfer has happened. Keep the actual documents and confirmations in your own secure storage.
A temporary preparation space
Checkmarks and optional logistics notes are held only in this tab. They are not saved, uploaded or sent to Analytics and reset on reload. Print a copy if you want to retain your preparation. Do not enter medical records, prescriptions, account details or personal identifiers.
Use the evidence alongside the tool
Read the related guide, prepare provider questions, and compare researched services.