Back to blogSwitching

Sign clinic software with your way out already written in

By the wai teamOctober 15, 20267 min read

Reviewed by The Wellness Clinical Team, October 5, 2026

A clinic director sharing an espresso with her operations lead at a marble counter in a frescoed double-height Brera clinic in Milan, quiet relief, tall shutters open to the light

Key points

Summary

Write the exit into the contract before you sign. All data is returned or deleted at the clinic's choice, a full export comes in a documented, computable format on request and at termination, the service stays readable for an agreed window, and deletion is confirmed in writing by a fixed date.

Any future move is calm and complete, with every note, letter and message coming with you. That outcome is agreed on the day you sign, using the terms below.

See it in your clinicThirty minutes on your own patients and doctors.

Request a demo
8
minimum terms a UK controller to processor contract must contain, including deletion or return at the end 1
3
required contingency plans under the HIPAA Security Rule, data backup, disaster recovery and emergency mode operation 3
2
exports in the US certification criterion, a single patient on demand and the whole patient population 4

See a patient's notes, letters and message history exported from wai, and the event log that goes with them.

Exit clauses to agree before signing clinic software
ClauseWhat it should sayWhy it matters
Return or deleteAt the clinic's choice, all personal data returned, then copies deletedRequired by UK GDPR Article 28(3)(g)
Return or destroyAll patient information returned or destroyed at termination, protections extended where not feasibleRequired in a HIPAA business associate agreement
Single patient exportAny authorised user can export one patient's full record at any time, without vendor helpAnswers patient requests and audits
Full population exportComplete export of all records, messages, documents and the audit log at exitThe next system starts with everything
Format documentationExport format documented and the documentation supplied with the filesThe next system can read the data
Read-only windowAccess to look up records for an agreed period after terminationContinuity during the move
Exit costExport and assistance fees stated now, or noneNo surprise bill at notice
Deletion certificateWritten confirmation of deletion, including backups, by a fixed dateCloses the data protection file
Change of controlExit terms survive an acquisition or change of productProtects the clinic in events it does not choose

Exit is decided at the start

Format, read-only window, cost and deletion date are all easiest to agree in the first negotiation. A written exit plan also turns an acquisition or a product change into an ordinary project.

United Kingdom, return or delete at the clinic's choice

Under Article 28(3)(g) of the UK GDPR, the contract with a vendor processing data for the clinic must say that at the end the processor will, at the controller's choice, delete or return all the personal data it has been processing, and delete existing copies unless UK law requires storage.1 The ICO adds that deletion should be secure, in line with Article 32.1

The choice belongs to the clinic, so ask for return first and deletion second. All the personal data covers messages, any kept audio, attachments and the audit log as well as the notes.

United States, return or destroy, and protect what remains

A HIPAA business associate agreement must require the vendor, at termination and if feasible, to return or destroy all protected health information it still holds in any form and keep no copies.2 Where that is not feasible, the agreement extends its protections to the remaining information and limits its use to the purposes that make return infeasible.2

Ask in writing which information would be treated as infeasible to return, such as backups on a rotation cycle, and the date those copies expire.

The export to ask for, anywhere

Under 45 CFR 170.315(b)(10), a user must be able to export all of a single patient's information at any time without the developer's help, and the vendor must be able to export all information for the whole patient population.4 Each export is electronic and computable, with a publicly accessible link to documentation of its format.4

The rule binds certified record systems in the US, and its standard works as a contract clause in any country. Ask for an export on demand for one patient, a complete export of all patients at exit, and format documentation the next system can read. Formats are covered in our guide to clinical data export formats.

Continuity while the clinic moves

The HIPAA Security Rule requires a contingency plan covering data backup, disaster recovery and emergency mode operation, so critical processes continue when systems fail.3 Plan a vendor exit to the same standard wherever you are.

Agree a read-only window after termination, for example 60 to 90 days, for looking up past notes and invoices. Run a final export in the week before switch-off and open sample records in the new system. The move itself is set out in the switching checklist.

How wai approaches exit

Every message, draft, approval and signature in wai is written to an event log the clinic can export.5 Signed notes and letters export from wai into any system.6 Each subprocessor is named with what it does and the agreement in place, with thirty days notice before anything changes.5

wai hosts each clinic's records in its own country, under that country's rules. We set this up with your clinic.

Where to start

Take the clauses in the table to your next contract and to every renewal, and have them confirmed in the contract or a signed schedule.

Test one export today. Request a single patient's full record from your current system, open it, and check that notes, letters, messages and the audit trail are there. Any gap is the first clause to negotiate.

Ask for our documents and contract terms, export and exit included, before the demo.

Frequently asked questions

Must a vendor give our data back when we leave?

In the UK, the contract must require return or deletion at the clinic's choice.1 In the US, the business associate agreement must require return or destruction where feasible.2 Add the format and timetable to the contract.

Can an export at exit carry a fee?

It can. Agree the cost before signing, ideally none, and put it in the exit clause.

Which format should the export come in?

A documented, computable format, with structured data for records and the original documents for letters and signed notes. The US certification criterion requires a public link to the format documentation with each export.4

What happens to backups after we leave?

Ask for the backup rotation period and a written confirmation of deletion when it ends. In the US, any copies that cannot be destroyed must stay protected under the agreement.2

Can we export our data from wai?

Yes. The event log of every message, draft, approval and signature is exportable, and signed notes and letters export into any system.56

How long should the old system stay available after we switch?

Long enough to cover lookups during the move, for example 60 to 90 days read-only, agreed in the contract at signing.

Sources

  1. 1Information Commissioner's OfficeWhat needs to be included in the contractRead 14 October 2026Read source
  2. 2Electronic Code of Federal Regulations, US Department of Health and Human Services45 CFR 164.504(e), business associate contractsRead 14 October 2026Read source
  3. 3Electronic Code of Federal Regulations, US Department of Health and Human Services45 CFR 164.308(a)(7), contingency planRead 14 October 2026Read source
  4. 4Electronic Code of Federal Regulations, Office of the National Coordinator for Health IT45 CFR 170.315(b)(10), electronic health information exportRead 14 October 2026Read source
  5. 5wai, 2026Security at waiRead 14 October 2026Read source
  6. 6wai, 2026wai integrationsRead 14 October 2026Read source
ShareLinkedInXWhatsApp

Every record comes with you, whenever you choose to move.

Fifteen minutes with a clinician who uses wai daily, with our export and exit terms on the table. We reply within one working day.

Your details are processed under our Privacy Policy and used to arrange the demo.

Partner with us

See it on your own patients, then build it with us

Thirty minutes on your own patients, doctors and rules, in your market. We reply within one working day, and the clinics that partner with us early shape what we build next.

See what wai does between the visits

See your clinic at its best.

Thirty minutes and you will see the consult, the front desk and the patient record working as one.

Request a demo