Permissions: You must have Organization Administration Permissions.
Most states require you to keep your client's data for 7 years or more depending on the state you practice in. This is mandated to you by the state and not AccuPoint. Just as if you were using paper records in a brick and mortar office you would not expect the office to keep your paper records for 7 years after you close up shop. Same thing with AccuPoint. However we do have a plan that will allow you to store your data as long as you need to for $8 per month.
This plan will not show as an option until you have archived all of your Clients in your system.
You will not be able to access AccuPoint support on this subscription plan.
- Ensure all your Clients are Archived.
- Click Organization tab in primary navigation bar.
- Click Manage Subscription in side navigation.
- You should see 0 Active Client Plan listed.
- Click the Subscribe Now.
- Click Update My Subscription button to confirm.