2. Personal Information We Collect
- Identity & Contact: Name, email, phone, role, clinic/business details.
- Booking & Communications: Meeting details, forms, emails, SMS, chat messages, support tickets.
- Voice/Chat Content: Call recordings/transcripts, voicemail, bot conversations, metadata (when enabled).
- Technical & Usage: IP address, device/browser, pages visited, cookies/UTM, logs.
- Payments: Processed via third-party providers; we do not store full card numbers.
- Sensitive Data: We do not target health records for marketing. When customers process PHI via our tools, we apply safeguards; customers are responsible for lawful collection.
3. Sources
Directly from you; from your organization; from our processors (hosting/telephony/analytics); and from public sources where permitted.
4. How We Use Information
- Provide, maintain, and improve services and support.
- Configure voice/chat workflows and route communications.
- Authenticate users, prevent fraud/abuse, and ensure security.
- Analyze usage to improve performance and user experience.
- Send service notices and marketing communications (with consent).
- Comply with legal obligations and enforce agreements.
5. Legal Bases (GDPR/UK GDPR)
Contract performance; Consent (e.g., cookies); Legitimate interests (security, improvement); Legal obligations; Vital interests.
7. International Transfers & Data Residency
We strive to store Canadian data in Canada. However, data may be processed in the U.S. or elsewhere. We use Standard Contractual Clauses and additional safeguards where required.
8. Retention
We retain info only as necessary. Defaults: Forms/Chats (24 mos), Recordings (12 mos), Logs (12 mos). Analytics are retained indefinitely if de-identified.
9. Security
We use encryption in transit/rest, access controls, monitoring, and secure development. No method is 100% secure; we notify of material breaches as required by law.
10. HIPAA/PHIPA & Medical Disclaimer
IAS is not a healthcare provider. We support compliant workflows and execute BAAs where appropriate. Under PHIPA, we act as a service provider (Information Manager). Services do not constitute medical advice.
11. Your Rights
- EU/UK: Access, rectification, erasure, portability, restriction, objection.
- Canada/Québec: Access/correction, data mobility, consent withdrawal, transparency on automation.
- California: Know/access/delete/correct, limit sensitive PI use, opt-out of sale/sharing.
Submit requests to [email protected].
13. Automated Decision-Making
Our AI receptionist informs callers of AI assistance. Parameters include availability, urgency keywords, and language. Human review is available upon request.
14. Children
Services are not directed to children under 13/16. We do not knowingly collect such data.
15. Changes
We may update this Policy. Material changes will be posted with the updated date.

