When you retire, the law doesn't retire with you. We take over the 7+ year obligation to safeguard and release every patient record — so you can finally close the door for good.
"I closed my practice, but the phone never stopped. Former patients, attorneys, new doctors — all needing records, all needing me. Retirement wasn't supposed to feel like a second job."— Every solo physician who didn't have a plan
Closing a practice doesn't end your responsibility for patient records. It can extend it for the better part of a decade.
Purpose-built for the realities of a closing solo practice.
Bank-grade encrypted storage for charts and billing records alike, hosted to compliance standards.
Identity-verified patients pull their own records 24/7. Your phone finally goes quiet.
Automated timers per record and per state rule, with safe-disposal alerts when the clock runs out.
Every request and release documented — your proof that you stayed fully compliant.
Clinical charts and billing/financial records managed together, not in separate silos.
Requests from attorneys and new providers are verified, fulfilled, and logged automatically.
We do the heavy lifting. You sign off and step away.
A free call to map your records, your state's rules, and your timeline.
We scan, organize, and securely import every medical and financial record.
Your patient portal goes live; former patients are notified how to access records.
Requests are handled automatically. You're notified only if you're ever needed.
It depends on your state and the record type. Many states require 7–10 years after the last patient encounter for adults, longer for minors (often until age of majority plus several years), and a few jurisdictions recommend up to 25 years. HIPAA also continues to apply after you close. We help you apply the longest applicable rule for your situation.
Our tracker flags each record the day it becomes eligible for destruction. We can then securely and verifiably destroy it, with a certificate of destruction added to your compliance log.
No. That's the point. Verified patients, attorneys, and new providers request records directly through the portal. You're only contacted in the rare case something genuinely needs your sign-off.
Records are stored encrypted in HIPAA-compliant infrastructure with full access logging. You receive an audit-ready trail you can hand to a board or attorney at any time.
Yes. Digitization is part of onboarding — we scan, index, and import your paper and electronic records so everything lives in one searchable vault.
Book a free transition consultation and we'll map your entire records obligation in one call — no pressure, no jargon.
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