Switching · Leaving Unisona Health
Leaving should be as easy as arriving.
You can export everything, in a usable format, at any time — during your subscription or on the way out. There is no fee, no notice requirement to get your data, and no conversation with a retention team.
Published on purpose. A vendor unwilling to describe how you leave is telling you something.
What you get
Everything, in two formats.
You can export all of your data from Unisona Health at any time, during your subscription or when you leave, with no fee and no notice requirement. Patient records, signed notes, documents, claims, staff records and the activity log come as structured data and rendered PDFs, typically within ten business days.
Structured data for whatever system you are moving to, and rendered PDFs that stay readable with no software at all.
Included
Every patient recordDemographics, insurance, problem lists, medications, allergies and the full clinical record per patient.
Included
Every signed note and formAs structured data and as rendered PDFs, so they remain readable without any software.
Included
Uploaded documentsEverything your team attached, with original filenames and dates preserved.
Included
Claims and remittancesSubmitted claims, 835 data, adjustments and patient balances.
Included
Staff and credential recordsRoster, licences, expirations, training completion and payer enrollments.
Included
The activity logThe full immutable access log, which you may need long after you stop using the product.
The process
Four steps, ten business days.
In writing, from an owner or administrator. No call required and no retention conversation.
Step 1What you want, in which formats, and where it should be delivered.
Step 2Within ten business days for a standard export. Large document volumes may take longer, and we will tell you upfront.
Step 3Open it, check record counts against the product, and tell us if anything is missing before we close the account.
Step 4On written instruction we delete your tenant and confirm it in writing. Backups roll off on their normal schedule rather than being surgically edited, which is standard practice and worth stating plainly. Anything we are legally required to retain — and there is very little — is described in the trust center rather than buried in terms.
Before you start
Five things worth deciding first.
Bring this to the walkthrough and we will go through it with you.
Do it while the account is live. That way you can check it against the product and ask for anything missing.
Most states require behavioral health records to be retained for years after discharge. That obligation is yours, and it survives the subscription.
Structured data is only useful if your next system can read it. The rendered PDFs are the fallback that always works.
Access records are the thing you will want if a breach question surfaces two years later. Almost nobody thinks of this.
Optional, obviously. But if we lost you to something we could have fixed, we would rather know than guess.
Product
API & FHIR access
A REST API and a FHIR R4 endpoint, switched on by your administrator in Settings.
Read more →Audit & compliance
Trust center
Where the data lives, who can reach it, how it's encrypted, which subprocessors are involved, and what happens if something goes wrong — documented in one place rather than assembled for each security review.
Read more →Audit & compliance
Activity log
An immutable record of who did what and when, across the whole tenant.
Read more →Why this page exists
Charging for an export, or making one hard to obtain, is a way of charging you to leave. We would rather compete on whether the product is worth keeping.
Bring your current systems and your retention obligations to a walkthrough and we will map it against them.
Questions
Common questions.
Can we export our data if we leave Unisona Health?
Yes: everything, at any time, with no fee. That includes every patient record, every signed note and form, uploaded documents with original filenames and dates, claims and remittances, staff and credential records, and the full activity log. You get structured data for your next system and rendered PDFs that stay readable without any software.
How long does a full data export take?
Within ten business days for a standard export. You ask in writing from an owner or administrator, scope, formats and delivery are confirmed, and the export is produced. Large document volumes may take longer, and you are told upfront. You then check record counts against the product before the account is closed.
Is there a fee or notice period to get our data out?
No. There is no fee to export your data and no notice requirement to get it, and plans are monthly. A written request from an owner or administrator is enough, with no call and no retention-team conversation. Charging for an export is a way of charging you to leave, which is why it costs $0.
What happens to our data after we cancel?
On written instruction the tenant is deleted and the deletion is confirmed in writing. Backups roll off on their normal schedule rather than being edited, and anything legally required to be retained is described in the trust center. Your own record-retention obligations under state law remain yours, so keep the export.
Can we pull our data through an API instead?
Yes. There is a REST API and a FHIR R4 endpoint, switched on by an owner or administrator in Settings at no extra cost, and a bulk export of your full record set is available at any time, including on the way out. Every API call is written to the same activity log as human access.
Switching
The rest of what moving to Unisona Health involves.
Switching
How migration works
Migration is a data question, not a project-management one. Exactly which records move by default, which move on request, and which are better left alone.
Read the switching guide →Switching
Clearinghouse included
Claims go out, remittances come back, and eligibility runs through Claim.MD — connectivity already built in, priced in, and enrolled on your behalf.
Read the switching guide →Switching
Implementation
Implementation is not a project you staff. It is four weeks of configuration, data migration and parallel running, with your programs running normally.
Read the switching guide →Get started
Start today, or take a look first.
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