Data ownership & exit
A proposed service schedule for counsel and operational review. Final formats, timings and assistance terms must be verified before launch.
Ownership and clinical history
Practice retains ownership and responsibility for its clinical and business content. UP receives only the rights needed to provide the agreed services. Staff departures, account changes and subscription changes do not transfer ownership of the practice's records or erase original authorship, signatures or audit history.
Export and transition
Practice may request a secure export through an authenticated administrator process. Before launch, the signed service schedule must specify the supported data and attachment formats, scope, validation, delivery process, response timing and any separately quoted assistance. Do not promise an automated export capability that has not been verified in the deployed service.
Retention and legal holds
Retention is governed by applicable record laws, payer/contract obligations, practice policy and any valid legal hold. This draft does not set one universal medical-record retention period or infer a minor's destruction date. Practice must supply the appropriate instructions; UP must preserve required records and restrict access during retention.
Offboarding and deletion
Before terminating a practice, confirm the authorized recipient, export scope and reconciliation. Document the return/destruction decision, affected copies and subcontractors, backup handling and any infeasible or legally required retention. The BAA controls PHI obligations. Do not equate deleting a login or removing a staff member with destroying clinical records.
Recovery and financial continuity
A transition must preserve source records, ledger history, outstanding claims/payments and audit evidence. Final recovery commitments, backup retention, export timing and support obligations require a tested operational plan and explicit service terms; this draft makes no uptime or recovery-time guarantee.