Privacy Policy

From practice staff: name, email address, phone number, role, and authentication data needed to run your account.

From callers to your practice line: call audio, a transcript of the conversation, the calling number, and any details the caller provides — name, date of birth, insurance carrier, and the reason for their visit. This is protected health information and is handled under our Business Associate Agreement with you.

Operational data: call timing, duration, outcome, and error diagnostics used to run and improve the service.

To answer your calls, book appointments in your practice management system, send SMS on your behalf, and show you what happened in your dashboard.

To maintain the security and reliability of the service, including fraud and abuse prevention.

We do not sell personal information. We do not use protected health information to train general-purpose models, and we do not use one practice's data to serve another.

Only the subprocessors listed on our Trust page, each of which has signed a Business Associate Agreement with us where they could receive protected health information.

We disclose information where legally compelled, and we will notify you before doing so unless legally prohibited.

Call recordings and transcripts are kept for the retention window your practice selects, from 30 days to seven years. The default is 12 months.

When the window closes, recordings are deleted automatically and the deletion is written to your audit log. You may request earlier deletion at any time.

Practices may request export or deletion of their data at any time by contacting support. We respond within two business days.

Where a patient contacts us directly about their information, we refer them to your practice, since you are the covered entity and we act on your instructions.