Sessions and notes
By default a session and its note stay until you delete them. To retain less, open Account Settings and turn on Automatically delete sessions, then set Delete after … days — anything from 1 to 90. Set it to match your practice's own records policy rather than leaving it at the maximum.
Auto-deletion applies from the moment you turn it on. It does not retrospectively remove what is already older than the window in the same instant — give it a cycle, and tell us if you need a bulk cleanup of historic sessions.
Audio
Visit audio is used to produce the transcript and the note. It is kept for playback only if Enable dictation playback is on, which is off by default — and you need the patient's consent to store audio. Turning playback off stops new audio being retained.
Deleting by hand
A deleted session goes to Deleted Notes (the recycle bin), where you can restore it or remove it permanently. Permanent deletion is what it says.
Phone calls
Call recordings, transcripts and summaries live under Inbound Calls for the AI receptionist. The recording stops when a warm transfer connects.
Faxes and documents
A fax stays in the inbox with its extracted data and its PDF. Filing it to the chart copies it into the EHR; deleting the referral built from it does not delete the fax itself.
Getting data out, or getting it removed
Ask support for an export — notes, transcripts and call records can be provided — and do it while the account is active rather than after cancellation. For a deletion request covering a specific patient, or a whole account, write to us with what has to go and we will confirm in writing when it is done.