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If you have your own practice which has it’s own Privacy statement or if you are an external consultant who keeps the customer notes on your own device or own premises, you may to present the customer with your own privacy statement (runs in parallel to the Converge one the customer has already agreed to) which outlines how their data (notes from the appointment and any other customer data) is handled and managed. For example, if you use an external diary management tool and store the name and details instead of a customer (client) number from Phoenix, you’ll likely need to present your own privacy details as you are storing data on a third party device or service. For simplicity and to remove complexity with Privacy, enter the notes into the appointment when completing it in the Phoenix portal and then securely destroy the notes stored on your device. Converge will then manage the customer data and notes. |
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