Export the data, close the practice

In Settings › Security and data, an administrator chooses “Export”, then “Prepare the export”: validated documents as PDF/A, the data as CSV and JSON, notes, transcripts, imported documents and photos, the journal and the readings. They are told when the export is ready, and download it. If they signed in more than 10 minutes ago, a new code is asked for.

A record is retained 20 years after the patient’s last session, and its deletion is announced ahead in “Records due”. A practitioner may place it on hold (“Place on hold”), with a reason; in Geneva and Fribourg, only for an overriding health interest.

“Close the practice” asks, in order, for the export downloaded, who keeps the records — a practitioner or an archiving service —, then the confirmation. Access then ends for every member, and the subscription ends.