How do you handle death or incapacity in WriteUpp?

We recognise that clients may depend heavily on you, your expertise and the insight that you have gained into their condition during your time treating them.

So, what happens in the event of your death or incapacity?

It's not the most pleasant topic to consider but a number of clients have asked us this question so the following article attempts to address this.

Executor

Most businesses need to implement some level of continuity planning and healthcare practitioners (particularly sole practitioners) are no different.

One option that a number of practitioners have considered is having an "executor" - i.e. someone that can handle their affairs in the event of death or incapacity.

How you assign an executor and the rights that you grant them are your decision and should be discussed with your legal advisor.

Executor Rights

If you use electronic systems in your business (including WriteUpp) the simplest and most efficient right to grant to your executor will be to your email account.

Why? Because most systems will have some form of email/password-based login mechanism. So, by granting your executor access to your email account you give them access to all of the system that will be necessary to maintain business continuity such as payments, professional membership, accounting systems etc.

Data Protection (GDPR)

In light of the recent introduction of the GDPR its worthwhile keeping in mind that what you do with your client's data is between you and your clients and must be clarified in your Privacy Policy. So, if you're planning on having an executor you are going to need to reference this in your Privacy Policy and state very clearly what data will be made available to them and for what purpose. If you are in any doubt about what you should include our very strong advice is to consult a data protection/privacy lawyer and get an opinion. Better still, get them to draft your policies based on your specific requirements.

 

Providing Access to an Executor

Having granted email access to your executor if they need to act as your executor we will reset the password on your account and provide access to them. At which point they will be responsible for your account, the data contained within it and for continuing to pay the subscription.

 

 

 

 

 

Need More Help?

We understand that not everything is black and white, so if you need some help, click "Submit A Request" ticket and one of our team will help you out as soon as possible.

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