If we stop, you keep your packets and get your files back

We give at least 30 days' written notice, by e-mail and phone, before the service ends. If a security problem or the law forces a faster stop, we tell you the same day and say why.

We keep preparing packets during the notice period. New requests close 5 business days before the end date. Every complete request we receive before then is finished and returned, aiming for our usual 2 business days. If we can't finish one, we hand back its files the same business day, tell you in writing, and don't charge for it.

Within 30 days after the end, we return any packets you ask for. Then we erase all your files, including backups, which expire within 7 more days. You get a signed note saying we did. We keep only counts with no patient details, invoices and the signed agreements.

No new month is billed after we give notice. For a month you already paid, we refund each included packet not delivered, at your plan's per-packet rate, plus the sales tax charged on it. Billing firms pay only after delivery, so nothing is paid ahead.

Month to month, with no setup fee and no exit fee. Cancel by e-mail at any time. Every packet we returned is yours to keep and use. Your records stay in your own system, so we never hold your only copy.

If our owner can't work for more than 3 business days, we tell you, pause new requests and hand back open files, as above.

Your files move to a new owner only if you sign a new agreement with it. If you don't, this plan applies.

Files go back to your firm, or to a client practice if you direct it in writing. The signed note goes to your firm.

This page is a plain summary. The signed pilot terms and business associate agreement govern.