Medical Records Request

  • Sandra was perfect. You could tell she cares. I was having a hard time with the spelling of my previous Doctors name. Sandra was patient and we were able to figure it out as a team. Give her a raise ASAP

    Adam B Avatar Adam B

    Bryant has been providing excellent customer support throughout the process of having my medical files redirected to my new doctor . He has excellent “ people skills” and has made every effort to facilitate this transfer of info in a timely fashion ….understands my anxiety relating to a recent surgery and wanting my new physician to know my complete medical history . Thanks for your kindness , Bryant !

    christine Cullen Avatar christine Cullen

    Called with so many questions due to needing more clarification and their associate, Maria, was absolutely phenomenal. She was knowledgeable, to the point, polite and incredibly patient in answering all of my questions to ensure that as a client, I knew exactly the nature of the process of receiving my family's medical records. Thank you so much Maria!

    Trinh Avatar Trinh
  • Excellent service from Sandra. Provided detailed information about the process, patient, provided clarification and followed up in a caring and professional way. It was a pleasure dealing with Sandra.

    Stella Iriah Avatar Stella Iriah

    Sandra was very helpful, patient, and professional. She answered my questions quickly and got me the solution I needed right away. She was very easy to work with and understanding.

    Marc Gaudet Avatar Marc Gaudet

    Sandra was very helpful. She was very nice and explained everything to me. It was wonderful to deal with her!

    Sheila Cameron Avatar Sheila Cameron
  • Bryant is a rare gem in today's world of providing excellent customer support throughout the process of having my medical files redirected for personal retention purposes until I find hopefully fingers crossed a new physician in my area! His unending patience to my anxiety riddled questions and he's above reproach customer service has made my current situation less scary. He is an excellent facilitator of information both in his ability to communicate effectively and work rapidly in relaying information. I am blessed to have fallen into Bryant's hands for my first call and a big thank you!!!

    Koukla S Avatar Koukla S

    Great service! Maria Carreon helped me with every step of the process. She responded to my emails and calls quickly. Thank you!

    Julien LaPointe Avatar Julien LaPointe

    I spoke twice with Sandra and she is very personable, knowledgeable and professional. It was a pleasure dealing with her!

    Lawrence Bourque Avatar Lawrence Bourque


Client: Dr. Eric Hanley

It was a big relief to know that all my clinic files were going to be stored in a secure place when I closed my practice. The expense was minimal and the guidelines your staff provided were clear and easy to carry out. I appreciated that all the patients on my computer generated list were notified by Docudavit through the mail in good time before my closure date.

Sincerely yours,
Dr. Eric Hanley

Client: Catherine Prendiville

I found DOCUdavit Solutions to be very helpful when I dismantled and closed my primary care office. This company was recommended to me by a colleague who had used this company in the past. They were very professional and reliable in the offered service of patient file record storage. The delivery of boxes and pick up of files was done in a timely manner with much ease on my behalf. The manager was incredibly helpful with any questions I had about the service, returned my emails and phone calls promptly, and made the entire process very smooth.  I would recommend this company to other offices looking for patient file storage.

Catherine Prendiville – Estate of Dr. Prendiville

Client: Judith and Dr. Lauren Zeilig


After interviewing three Record Storage companies we had no difficulty choosing DOCUdavit. Lupe Cardenas readily came to our office and presented the company with ease, competence and flexibility.  Her professional, sensitive, confidential approach made our decision an easy one.

We changed our closure date and that presented no problem. She again came to our office and helped us understand the procedure and expectations involved. She helped us in many ways in the organization and the many surrounding details of our files and notifications. Emails, phone calls and requests were promptly responded to.

After closure, the response continued, and we were totally comfortable continuing with our ongoing questions and requests.

We have no hesitation in recommending DOCUdavit and have already done so, highlighting the expertise of Lupe!

Judith and Dr. Lauren Zeilig

Client: Anonymous

When considering retirement from a solo family medicine practice, I found there were many responsibilities to deal with. After researching various options, I felt that DOCUdavit Solutions was the best fit to meet my needs as they offered the most comprehensive range of services. They were very helpful right from the initial planning stages and then, through the process giving guidance and advice whenever I requested it. Lupe was always prompt in replying to my Emails – even on weekends!

The biggest hurdle was dealing with records, having both paper files and an EMR. They had no problem managing the transfer of these records including facilitating with my EMR vendor directly when needed. I can rest assured that a responsible party is dealing with record storage and requests for the required 10 years – and it’s not me! They continue to deal with any record-related matters following my retirement efficiently and without question.

I would recommend DOCUdavit Solutions to anyone in a similar position.”

Dr. Anonymous

Client: Dr. Sujana Kumar

I wish to thank DOCUdavit for their wonderful services. When I was looking for document storage services, I contacted some companies. Some of them did not even return my calls. Docudavit was very prompt and easily accessible always. I dealt with Ms. Lupe Cardenas mostly. She explained everything in such simple terms and my several doubts were clearly explained. She was extremely pleasant and highly informative. I can confirm that I never had any problems and absolutely nothing negative to say ever about the services from DOCUdavit.

The collection of documents was at the appropriate time done by two very skilled persons. They did a very neat job really quickly. DOCUdavit is the best company to deal with, in my view. In future, I will certainly contact them when necessary. I strongly recommend them without any hesitation.

Dr. Sujana Kumar

Client: Dr. Yuri Canete

Closing one’s medical practice in the context of securing the long-term storage of medical files is always a never-ending challenge for any physician. Working with the experienced and highly professional team at DOCUdavit Solutions has made this transition effortless, efficient and a very worthwhile experience for me.

Dr. Yuri Canete

Client: Dr. Pandya

DOCUdavit have been very co-operative always responded to my needs. DOCUdavit staff was excellent in closing my practice was smooth and records were sent for storage safely DOCUdavit have been great help. I would recommend your service to my colleagues

Dr. Pandya

Client: Dr. Hamid Ziarati

I did not face any issues to be solved. Everything went very smoothly and fast and efficient through you and your company.

The result was very satisfying form me and I was /am very happy with the process. Actually, I suggested you to two other my colleagues too.

My experience was excellent with DOCUdavit.

Dr. Hamid Ziarati

Client: Dr. Babak Fanaei

I had a very smooth transition of patients to another clinic in Nova Scotia one I decided to return to Ontario mainly due to fast, professional and high-quality cooperation of DOCUdavit Solutions.
I definitely recommend their service to any physicians who want to relocate their practice/ retire.

Dr. Babak Fanaei

Client: Kevin Rittenberg

In short, although I sound like a commercial for the company, I could not have been happier with the service.  Of interest, as I do not know why you are looking at their services, my ex-partner used Docudavit when he retired to scan in all his old files and they then field all records requests.  They gave him a set of the files to keep, on disc, for reference should he ever need them.  I can also let you know that, in Ontario, they are a major player in this market and have the approval of our governing bodies. Hope this helps you.  Don’t hesitate to contact me should you have any further questions.

Kevin Rittenberg

Client: Dr. P

All the information at the start was clear and concise. There were no surprises. The format of the DVD is easy to access and use and all the information is there. Any questions or problems encountered were dealt with efficiently. I would recommend this service.

Dr. P

Client: Dr. Tham

Closing a full time family practice of 36 years was not as simple as I envisaged. The most important task was storage and management of all patient medical records, active and non-active files. The sheer volumes of papers was over-whelming.I had to ensure the security and privacy of these records as well as the most efficient means of providing copies of files upon requests. DOCUdavit Medical Solutions recommended by OMA was engaged to help me to handle this enormous job. The planning started many months before my closing date. DOCUdavit diligently sent letters to announce my retirement to every family, forms for ways to request their medical records 3 months before the closing date. All my patients were well prepared, appreciated the confidential and organized way their records were handled, which made the closure of my medical practice so much more smooth and pleasurable. On the last day of my practice, DOCUdavit sent the hard working team to my site to pack up each and every file, including all my research files that have to be kept for 25 years. The team transported the files to DOCUdavit’s site. The team continued to connect with me to ensure all record requests were done correctly in the months that followed as well as linking my clinic phone to their line for 3 months to answer patients’ questions and requests. DOCUdavit took the stress and load of retirement off me, for which I am very appreciative.

Many Thanks Dr Tham

Client: Dr. Wendy Amirault

In February of 2011, I came to the decision to close my practice after 24 years. Like so many of us I was unable to find a doctor to take over. The thought of taking home all my charts and being responsible for them for the rest of my days was overwhelming and then I remembered seeing an ad for Docudavit. I contacted them and discovered that not only would they store the charts for as long as the College required but they also paid for an ad to go in the local paper stating when I was closing as well as a phone call out to all my patients. They were also prepared to send a letter to everyone too. After the practice closed, Docudavit also paid for call intercept on my phone for 6 months, letting the stragglers know that I had retired and how to get their charts.

On top of that Sid Soil was always available to take my calls-almost everything that could happen when you close your practice, did happen and Sid was my personal 911-helping me through all that was thrown in my path-even taking a call on a Friday of a summer long weekend. Now I am semi-retired and enjoying it. I am very appreciative for all the help and support I received from Sid and Docudavit and all the room I have been left with in my basement.

Dr. Wendy Amirault

Client: Dr Bridget Lang

I retired from professional practice as a family physician at the end of June 2019. It was a rather stressful preparation prior to that. After a number of research and phone call I decided to settle on DOCUdavit because of their prompt response and clear explanation of their service provided and my part of responsibility. Throughout the process I have found them responsive and helpful to my requests and enquiries. I am thankful for their professional service so far that have put my mind at ease.

Dr Bridget Lang

Client: Dr Asha Vohra

It is my pleasure and privilege to comment upon the services provided to me by DOCUdavit. After 40 years in family practice I decided to retire and close my practice on January 1st. 2020.

I was using EMR provided by Practice Solution. The proper planning and guidance by DOCUdavit I felt quite satisfied with your services and highly recommend DOCUdavit for future users.

Your sincerely
Dr Asha Vohra

Client: Dr. T.

I am very satisfied with your service.
I found you to be especially courteous, knowledgeable, and helpful.
Please feel free to post this on your company web site but without my name.

Dr. T.

Client: Dr. Idumban Asoka Rajan

As with many physicians closure of a practice after many years (35 years) in the same city is an emotional and stressful one. I had no problems in selecting DOCUdavit as my preferred agent to handle my paper charts and carefully store them because the staff were very helpful right from my first phone call. I was also recommended to use their services by two of my colleagues in the city of Windsor who were their former customers. My colleagues were proven right because the staff from DOCUdavit (Lupe and her team) handled everything in a professional way to our complete satisfaction. They were courteous and prompt. They were also very flexible with our requests for changes in the process when we felt it was needed and the price was very favourable to us. My secretary and I were very happy with the service rendered to our office at the time of closure of our office in the summer of 2019. We continue to enjoy the perfect results of this smooth transition.

I would recommend the services of DOCUdavit solutions to any physician who would appreciate high quality work for a reasonable price for their clinical and non-clinical records storage upon closure of their office/ clinic. Practice.

Dr. Idumban Asoka Rajan

Client: Claudia Hainc

My husband was ready to retire from family medicine. Unfortunately, he couldn’t find a physician to take over his practice, so he had to close it. The biggest and overwhelming task was to make sure that all the active and inactive patient charts were going to be stored safely and accessible. I was relieved to have found DOCUdavit Solutions and I was very happy with their service! DOCUdavit sent letters with the retirement announcement and with instructions on how to request medical records to every family. Also, after the practice closure they followed up with a phone call to all the patients.

Lupe Cardenas had been with me every step of the process and she had been very caring, professional and available to answer my questions any time of day, evening and weekend. She also made sure that all the boxes from our basement and from the office were picked up and shipped safely.

Everything went smooth and I was very appreciative of all the help I could get. I highly recommend this company!

Many thanks,
Claudia Hainc

Client: Anonymous

I closed my office practice as a subspecialist in August 2019. I never moved to EMR. Therefore, I had approximately 80 banker boxes filled with my patient’s records. I looked at different companies to manage my records after retirement. DOCUdavit Solutions was recommended by a colleague of mine. I decided to use them.  I am very pleased with the service provided. I was in touch with them very frequently while organizing the charts. They guided me through the process very efficiently. After the transfer of the records, everything worked very well. Occasionally, they would call me to clarify a request for records. They took a load off my shoulders. Their fees are reasonable, and they will go down as one gets rid of the older records. I would definitely recommend DOCUdavit Solutions.


Client: Satisfied Family Physician

Thank you Lupe for all your assistance!! You made the daunting experience of closing our practice very easy and stress free. I appreciate that you were always available by phone or email and promptly answered all my questions in a kind and professional fashion. Closing a practice after 35 years working as a family doctor wasn’t an easy task but at least I didn’t have to worry about mailing out retirement notices, packing, organizing or storing charts! We couldn’t have done it without DOCUDavit. The whole experience was seamless and worry free.

Satisfied Family Physician

Client: Satisfied Customer

“DOCUdavit made the daunting experience of closing my family practice very easy and stress free. I appreciate that the client representative was always available by phone or email and promptly answered all my questions in a kind and professional fashion. Closing a practice after 35 years working as a family doctor wasn’t an easy task but at least I didn’t have to worry about mailing out retirement notices, packing, organizing, storing or transferring decades worth of paper charts. I couldn’t have done it without DOCUdavit. The whole experience was seamless and worry free.”

Satisfied Customer

Client: Dr. Julie Webb

“I would like to thank DOCUdavit for their help in closing my medical practice last year. They were helpful and accessible in answering questions and got me through the process of what to keep. Their safe storage and retrieval methods let me be confident that my charts are in good hands.”

Dr. Julie Webb

Client: Satisfied Customer

DOCUdavit was very helpful and professional while assisting in closing my practice. The team was there to answer any of my questions right away. The transition for transferring the files was a very smooth and stress-free process. DOCUdavit took care of picking up the physical files, storing and retirement notices. After working with Docudavit I would highly recommend them to any physician.

Satisfied Customer

Client: Dr. Yanover

“Before wrapping up my practice I was feeling overwhelmed at the thought of getting in touch with my many patients to inform them of the closure, and what I would do with the thousands of charts I had. Having discussed my angst with a colleague, she told me about DOCUdavit. When I contacted DOCUdavit, their services seemed too good to be true.  Basically, I provided a patient list, and they did the rest at no cost to me. DOCUdavit contacted all the patients and boxed up and stored all the charts. It was quick, easy, convenient and DOCUdavit did what they had promised.”

Dr. Yanover

Client: Jim Rodgerson

I am a retired family doctor who discontinued his practice of nearly sixty years in June of 2020.  I had a fairly large family practice several families Andy service area was not confined to the Weston neighbourhood in which my practice was located as, over the years, families relocated to distant locations (but did not want to find a new family doctor as long as the old guy who knew them so well was till around.)

In the letter notifying the patients of my retirement plans, we had included instructions about accessing their carts through the chart storage facility that I had chosen.  The patients had been notified that they could not just “pick up” their original chart as I was required to retain the originals.  Unfortunately, the storage facility found that they could not provide copies in a timely manner at reasonable cost.  I had great difficulty in communicating with their representative (who was actually located in the United States) so I decided to make the change to DOCUdavit.  We contacted Lupe ands actually came to my office facility to get the feeling of the problem and its magnitude.  She made several common sensical suggestions and facilitated the transfer of the bulk of the charts to DOCUdavit and helped us send a supplemental letter to the patients detailing the new arrangements.

In a very short space of time, our problems were under control, the patients were happy and reassured, and her client (me) stopped his ulcer symptoms.

I was and am entirely satisfied with ongoing results, as are the patients.  I found Lupe warm, considerate, compassionate, knowledgeable and resourceful.  She was reassuring on a daily basis and accessible with absolutely no delay or problems.

Retirement has developed into a life style better than I had hoped, thanks to Lupe and DOCUdavit doing their professional best to ensure that patient charts were not a daily concern.”

Jim Rodgerson

Client: Josh Devon, MD

I am happy to recommend the services of DOCUdavit Solutions.

After 43 years in Family Practice, I used their services for storage of patient files. The pickup of the charts proceeded very smoothly and efficiently.

The staff was very pleasant and easy to deal with.  I found the pricing of their services competitive.

Follow-up for obtaining information from stored documents has been handled very efficiently.

Josh Devon, MD

Client: Satisfied Customer

I am glad you reached out for this because you now remind me ,that with all the business of retiring, I still  have not sent along a similar statement of how wonderful you personally were in the service, care and helpfulness you provided throughout this entire process from my very first contact and beyond my formal office closure date. You were always available and more than willing to help out in any capacity. You gave me your personal phone numbers and encouraged me to contact you “with any concerns at any time”. You responded immediately and dealt with my problem when I did reach out one weekend evening.

The care and service you provided was above and beyond my expectations, and so belatedly please let me say my most grateful THANK YOU!

Like all retiring doctors, especially those with paper chart records, I was faced with a big and expensive problem with record storage, retention and availability which DOCUdavit completely solved for me and at zero out of pocket cost!!! Your team arrived on site as planned and on time. They completely packed up all my records and, as you and I had previously agreed, also removed a number of large items efficiently to complete my move out in less than one day. From the very beginning you helped in dealing with Bell for phone , internet and fax service termination and call forwarding as well as running newspaper “ending my practice ads” and helping to arrange and organizing mail forwarding services and a mechanism for processing medical reports and lab results to effectively be amalgamated into patient charts at your facility beyond my retirement date. I have heard only positives from my patients about your services and would whole heartedly recommend you and your company to any physician considering retirement.

Very best wishes
Satisfied Customer


Client: Dr. Ashok Nadkarni

Since the beginning I have been very pleased with your services. Fortunately we found you through OMA. The other companies we called before it were charging us significant amount of their fees & we did not feel that it was appropriate. Your secretary helped us every step of the way to get the job done very professionally.

Thank you for your assistance,
Dr. Ashok Nadkarni

Client: Anonymous

I have recommended you enthusiastically to everyone who asks me about transitioning to EMR. Almost 2 years after Docudavit took over my file management, I continue to be very pleased with your service and my decision to use your company.

Client: Dr. Jennifer Pearlman

“My experience working with Docudavit during an office relocation and transition to an electronic health record has been excellent. The team is highly professional, efficient and proficient at what it does- making the whole process seamless. Thank you Docudavit.”

Dr. Jennifer Pearlman


Client: Borga Dorter

I was impressed with DOCUdavit’s professionalism and attention to detail as well as the quick turnaround for their document digitization service.  They communicate with the client often and in a transparent way, keeping you updated every step of the way.  Furthermore, going digital resulted in increased efficiency in my business.  I highly recommend DOCUdavit.

Borga Dorter


Overall, I was very pleased with your service. Good immediate call back when I initiated your services. Excellent access to my records when I needed certain charts for legal and insurance reports.I am happy to recommend (and have done so already) your services to fellow physicians.

Dr. Karen Peirce

We chose DOCUdavit because they are a well established and reputable company operating Canada wide.  We found Sid Soil and his staff quick to address our concerns and conscientious in providing service to our patients.  Entrusting the safekeeping of our patient records to DOCUdavit gave us considerable peace of mind.

I was extremely pleased with Docudavit’s work and price structure (compared to other quotes that we received).  Service was fantastic and dealing with staff was wonderful.  I am located in Toronto and used Docudavit to scan my old files when we moved to an EMR.  Went off without a hitch.  One of the best things is that the old files are searchable using OCR (Optical Character Recognition) which works like a charm.  For example, when I want to look for a colonoscopy, I type in ‘colon’ and it spits out all the instances that it finds the word.  Naturally it does not read the handwriting – that would be a miracle.  Docudavit also gave me a backup hard drive which I put in a deposit box at the bank, as this represented 19 years of files. I would say that they are safer now than if they were stored somewhere as paper.  I believe that Docudavit also keeps one or two backup copies.  They kept my paper files for 3 months after scanning and then I had them shred them.  As far as security is concerned, I felt assured that they take every precaution in dealing with these files.  I believe that one or both principals in the company have a background with the legal profession and understand the principles of PHIPA (Ontario privacy legislation for health information) and PIPEDA.

Client: Anoymous

When I decided to retire from medical practice in the autumn of 2022, I was confronted with an unaccustomed problem which all physicians face at that time: how to safeguard patients’ medical records for 10 years without being responsible for them.

I googled “retirement medical records” and received multiple offers of service. After perusing them, I chose DOCUdavit, for these reasons:

They were prompt in their response.

Their plan was comprehensive and transparent.

They were ISO certified.

They reassured me that there would be no cost to me for the retrieval, digitization, storage and disposal of all records, analogue and digital; and fees charged to my patience for allocation of records would be reasonable.

So it has proved.

My only cost has been a charge from my EMR provider for a total patient download.

The whole process, taking several months, has occurred smoothly, between my staff, DOCUdavit and my EMR provider, with virtually no input from me or impact upon me.

If you are thinking of retirement and are looking for somebody to take care of your medical records, I can recommend DOCUdavit without reservation.