Backup & data retention

This policy sets out our approach to data back up, retention and recovery.

Scope

This policy applies to databases and secure files (e.g. Word documents, PDFs, etc.) uploaded to CareHQ.

Database resilience and backups

Real-time replication

All production databases run a 3 node replica set (or greater), ensuring continuous availability and redundancy. This protects against single-server failure by automatically promoting a secondary server in the event that the primary server is unavailable.

Hourly snapshots

Snapshots of databases are taken every hour and retained for a period of 48 hours. These snapshots are stored on a separate server and ISP to mitigate provider-level risks.

Daily snapshots

Full server and database snapshots are taken daily and retained for 30 days. These snapshots are stored in Amazon S3.

Monthly snapshots

Clients using accounting periods with CareHQ have an additional database snapshot taken when they close an accounting period (typically monthly). These snapshots are retained for up to 10 years and are stored on Amazon S3.

Secure file backups

Secure files (e.g. Word documents, PDFs, etc.) uploaded to CareHQ are stored in S3. A separate S3 bucket in a different region with versioning enabled is used to provide a real-time backup. Versioning ensures deleted files are not automatically deleted, only marked as deleted and can still be restored. Documents marked as deleted are deleted from the backup 365 days after being marked as deleted.

Recovery objectives

Recovery time objective (RTO)

In the event of a major incident our target is to restore service within 4 hours. Outside of our hours of operation our target is 8 hours.

Recovery point objective (RPO)

Database backups can be recovered to within one hour of an incident. File data can be recovered to a previous version using S3 versioning.

Retention and compliance

  • Monthly accounting period database snapshots are retained for up to 10 years.
  • Daily database snapshots are retained for 30 days.
  • Hourly database snapshots are retained for 48 hours.
  • File data is retained for 365 days after deletion.
  • All backups are encrypted in transit and at rest.

This policy is designed to support compliance with common data protection and business continuity practices.

Testing and validation

Backup and restore processes are regularly tested to ensure they are reliable. Backups are logged and failures are automatically flagged and investigated.

Customer responsibilities

Customers are responsible for ensuring that their own retention requirements are met.

CareHQ will support data recovery in line with this policy and the defined RTO/RPO objectives.

Last updated 11th September 2025