Export or erase a patient's data (GDPR)
Two actions on the patient record cover most data-protection requests. Both are logged, and erasure keeps visits, payments and claims for accounting under an anonymous placeholder.
About 3 min
- 1
Open the patient
Both actions are on the patient record and require a role that allows them.
- 2
Export the record
Choose Export. A file with the profile, visits, notes, documents list, dental chart, plans, claims and communications is downloaded. Hand it to the patient or send it securely.
- 3
Erase personal data
Choose Erase personal data. Read what is deleted: name, contacts, birth date, medical profile, notes, documents, chart, plans and communications. Visits, payments and claims stay under "Deleted patient".
- 4
Confirm
Type the confirmation word and confirm. The action cannot be undone. The record shows the date the data was erased.
- 5
Keep the request
Store the patient's written request with your own records; the access log shows who performed the erasure and when.
Good to know
- Every time someone opens a patient record it is written to the access log with the user and time.
- Data is stored in the EU; see the Security page for details.
- If the patient only wants to stop receiving messages, clear their phone and email instead of erasing the record.
How this works in depth
More in Patients and records
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