The compliance center: privacy texts, retention and access

Set up the compliance center

The compliance center is open to owners and administrators. A new workspace starts with the privacy notice and the explicit-consent text published in Turkish and English.

1. 1

   Look at the overview

   Compliance center → Overview shows open requests, whether your privacy notice is published, the retention setting, support access and licences.

2. 2

   Edit the texts

   On the Privacy texts tab the privacy notice, explicit consent, photo and video consent and marketing consent start from your country pack's template with your details filled in. The places only you know stay as {{markers}}; you cannot publish until they are filled in.

3. 3

   Publish

   Press “Publish”. Every version is kept with its number and you can read earlier ones. A text equal to the version in force is not published again.

4. 4

   Use the notice everywhere

   “Use the published notice everywhere” makes the published text the privacy link of your booking page, lead forms and portal. A person who acknowledges it has the version they read on their record.

5. 5

   Set the retention periods

   On the Retention tab choose after how many months closed-lost leads, and after how many days intakes never sent, are erased. Your country pack sets the limits. Patients, people whose processing is restricted and people with an open request are never erased this way.

6. 6

   Grant support access when needed

   On Support access press “Grant support access”, state the purpose and pick 1 to 72 hours. While it lasts, support can read only the workspace's activity log, never patient records. You can end it at any time.

7. 7

   Record your licences

   On Licences add the licences your country pack lists with number, issuer and valid-until date, and optionally the document. Verification is optional and locks nothing. You are told 30 days before one ends.

8. 8

   Download the activity log

   On the activity screen “Export as CSV” downloads the log of the chosen days, oldest first, up to 50,000 entries.

Frequently asked questions