Privacy and data handling.
Understand what information a proposed workflow involves and how it should be handled. Website inquiries and patient call processing have different purposes. Review the applicable notice, configuration, and written agreements with our team before sharing patient information.
WEBSITE INQUIRIES
Contact and demo forms collect the details you submit so the team can respond. Use these forms for practice or product questions; leave out patient information and medical records.
PATIENT CALL WORKFLOWS
Identify the audio, transcripts, contact details, and administrative fields the proposed workflow would process. Agree on the information needed for each task before live use.
PURPOSE AND ACCESS
Document permitted uses, staff responsibilities, access permissions, and the information that may be sent to each connected system.
RETENTION
Confirm the available retention and deletion options for recordings, transcripts, summaries, and vendor-held data. The approved configuration and agreements define the applicable process.
SERVICE PROVIDERS
Review the providers involved, their processing purposes, locations, and applicable agreements. Include phone, voice, model, hosting, and connected system services.
INFORMATION REQUESTS
Contact us to discuss access, correction, deletion, or other privacy requests. We will identify the appropriate process and the practice or service responsible for the information.
CONTACT
Last updated September 2026. Plain-language summary above; the signed agreement governs.