Medical Record-Keeping

2026 - Online & In-Person Available

Medical records tell the complete story of a patient’s healthcare journey. They play a crucial role in providing high-quality patient care. From clinical notes and electronic records, to consultation requests and discharge summaries, learn how to improve your medical records in practice.

Medical Record-Keeping is an interactive program (offered both in-person and online) that addresses the College of Physicians and Surgeons of Ontario (CPSO) Medical Record-Keeping Policies. Using case-based exercises, peer assessments, and training on practice tools, this program provides participants with skills needed to keep good medical records for their patients and their practice.

This program is designed for physicians looking to improve their medical records in practice. It will be of benefit to those who wish to become familiar with documentation tools for clinical encounters and to comply with CPSO policies and legislation as they relate to record keeping.

Program Dates 2026

Spring & Fall Cohorts 2026

  • June Cohort
    Online

    Wednesday, June 10, 2026
    12:00pm- 4:00pm ET

    Friday, June 12, 2026
    12:00pm- 4:00pm ET

  • September Cohort
    In-Person

    500 University Ave., Toronto

    Friday, September 18, 2026, 9am - 5pm

  • October Cohort
    Online

    Wednesday, October 7, 2026, 12pm-4pm

    Friday, October 9, 2026, 12pm-4pm

  • November Cohort
    Online

    Wednesday, November 4, 2026, 12pm-4pm

    Friday, November 6, 2026, 12pm-4pm

  • December Cohort
    Online

    Wednesday, December 9, 2026, 12pm-4pm

    Friday, December 11, 2026, 12pm-4pm

Structure of the Program

  • Over 7 total hours of live, interactive learning

  • Available in-person, and online

  • Case-based exercises, peer-to-peer learning, and training on practice tools

  • A self-assessment activity (which includes pre- and post-workshop exercises) is submitted after the conclusion of live-sessions. Exercises are reviewed and assessed based on requirements established by the CPSO

Learning Objectives

After active engagement in this program, you will be better able to:

  • Identify the benefits of keeping good medical records for your patients, their families, other medical providers and yourself
  • Articulate how your medical records must comply with CPSO policies and legislation as they relate to medical practice
  • Use appropriate documentation tools when documenting any clinical encounter