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SuccessionDesk

Plans and executes handing a solo practice to a successor doctor.

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What it is

Walks a solo practice through its own handover to a named successor: the things to settle (licences, telling patients, records, premises, staff, equipment, money), each with an owner and a date, done only with a note of what was done. The register keeps each patient’s own answer to having their record transferred — agreed in writing, agreed and recorded at the time, a named legal requirement, or declined — with where the proof is kept. A record is marked handed over only where a consent is on the register; a patient who declined stays. What the successor sees of the patient base is counts only, with any count under 11 withheld.

Who uses it: Built for: Every specialty
Reads: Patient list (counts only to the successor), consent to transfer
Writes: Handover plan, transfer consent register
Never: It does not transfer a record without that patient’s own consent, however routine the handover, and it does not value the practice.
Access: Only people whose role includes it — the clinic owner decides who
Your data: PHI-lite. Hosted in Boston, United States. On uninstall: Plans and the consent register are kept on the record.

In the product

Who uses it: Business development — the demo profile it is best tried as
Where it opens: Business › Succession /succession
Permission: succession.read

Every business app in the handbook →

How it works

Name the successorTheir registration and the target date.
Settle the listEach task done with a note.
Ask each patientTheir own answer, with the proof.
Hand overOnly records with a consent.

Rules it keeps

What it does not do, by design. A listing with only benefits is an advertisement.

It does not transfer a record without that patient’s own consent, however routine the handover, and it does not value the practice.

AI in SuccessionDesk

AskQuestions about what is on screen — “What needs attention in SuccessionDesk today?” — answered with the records it read.

DraftSummaries and notes for the team, marked as drafts until a person signs.

Every answer shows its sources. Nothing AI writes is saved until a person accepts it.

See it on screen

SuccessionDesk — Succession — Hand your practice to a successor, with each patient’s own consent to move their record — 01Succession — Hand your practice to a successor, with each patient’s own consent to move their recordCaptured from the running demo clinic

01Succession — Hand your practice to a successor, with each patient’s own consent to move their recordCaptured from the running demo clinic

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Connected to

Read out of the code, not the brochure: each app below is here because one service queries the other’s tables. Install either side and the hand-over is already wired.

Reads from · 2

Patient Registry SlotGrid

See the whole clinic →

Questions clinics ask

What does SuccessionDesk do?

Plans and executes handing a solo practice to a successor doctor. Walks a solo practice through its own handover to a named successor: the things to settle (licences, telling patients, records, premises, staff, equipment, money), each with an owner and a date, done only with a note of what was done. The register keeps each patient’s own answer to having their record transferred — agreed in writing, agreed and recorded at the time, a named legal requirement, or declined — with where the proof is kept. A record is marked handed over only where a consent is on the register; a patient who declined stays. What the successor sees of the patient base is counts only, with any count under 11 withheld.

What data does SuccessionDesk read and write?

SuccessionDesk reads patient list (counts only to the successor), consent to transfer and writes handover plan, transfer consent register. Its data class is PHI-lite. Every app works on the same patient record — nothing is copied into a silo.

What does SuccessionDesk deliberately not do?

It does not transfer a record without that patient’s own consent, however routine the handover, and it does not value the practice.

What happens to our data if we uninstall SuccessionDesk?

Plans and the consent register are kept on the record.

Is SuccessionDesk available today?

Yes — SuccessionDesk is live in clinics today. Set up your practice on MedAppz and install it from your dashboard.

Want to see SuccessionDesk running on your own patients?

Tell us what you run and we will show you this app inside a practice shaped like yours — or answer the question the page above did not.

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