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Security & Privacy

How your patient data is protected, who can see what, exporting your data, deleting records.

  • How is my clinic’s patient data protected?

    Patient data is isolated per clinic, encrypted in transit and at rest, access-controlled by role, and audited. Read the plain-English summary of what we do.

    Updated 2026-05-26

  • What does each team-member role see?

    Three roles in an EpikDoc Pro clinic: Admin (everything), Doctor (clinical and own calendar), Staff (front-desk). Change roles any time from Settings → Team & Roles.

    Updated 2026-05-26

  • How do I export my clinic’s data?

    Reports → CSV / PDF for revenue, visits, treatments. Settings → Data → Export patients for the full patient list. Email support for a complete clinic export package.

    Updated 2026-05-26

  • How do I delete a patient record permanently?

    Open the patient → ⋯ menu → Delete patient. Type the patient name to confirm. Deletion is not reversible from inside the app — contact support within 7 days if you need to recover.

    Updated 2026-05-26

  • What’s the difference between clinical reminders and marketing messages?

    Clinical reminders (appointment, balance, prescription) send regardless of consent toggles. Marketing messages (promotions, recall campaigns) require explicit opt-in per patient.

    Updated 2026-05-26

Your next 100 high-value cases are already in your patient list.

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