Privacy requests

Open My Clinic → Data Security, then the Privacy Requests tab. A red dot on Data Security and on the tab means a new open request is waiting. It clears when you open the tab. This tab is on Clinic Standard and Premium, where the client portal is available. Solo plans do not show it.

Clients send the request from Account in the portal. A request covers that one client file. It is due 45 days after it is opened. You get an in-app notice, Privacy request opened.

Who can use the queue

Privacy requests (Write) lets you prepare a copy, record a correction, or refuse. Owner, Super Admin, and Admin have Write. Staff are off unless a role grants it. Read-only can see the queue and cannot change it. Practitioners do not have this tab. Export client list does not open it.

If nothing is waiting, the page says No requests yet.

Read a request

Each row shows the client, whether it is a copy of records or a correction, and the status Open, Ready, or Refused. It also shows the opened date and the due date. An open request past its due date is marked Overdue. The client name opens their file.

Prepare a copy

Choose Prepare copy on an open copy request. When it is Ready, use Download PDF and Download JSON. The client can download the same files from Account.

The copy includes contact details, appointments, forms, invoices, memos, and treatment notes, including later addenda. Uploaded files are listed by name. Cards on file show the brand and last four digits.

Record a correction

Change the live file with the usual client tools first. Then choose Record correction.

1. Enter Original value.
2. Enter New value.
3. Enter Short note.
4. Choose Mark ready.

The client sees the request as Ready. They do not get a download for a correction.

Refuse

Choose Refuse, enter Reason the client can read, then Refuse request. The client sees that reason on Account.