Privacy Policy

ChartLock is committed to protecting your privacy and safeguarding the minimal information necessary to operate a secure, HIPAA-aligned service. This Privacy Policy explains what limited personal information we may collect, why we collect it, how it is used, and the measures we take to protect it. ChartLock does not store your dictations, clinical content, or any chart data — all user-generated content is processed in real time and permanently deleted immediately after use.

We do not sell, rent, or share your personal information with third parties for advertising, analytics, profiling, or any commercial purpose. Any information we collect is used solely to support your ChartLock account, maintain system security, meet regulatory obligations, and provide the services you request.

I. SCOPE AND PURPOSE

This Privacy Policy ("Policy") describes how ChartLock ("ChartLock," "we," "us," or "our") collects, uses, safeguards, and, where applicable, retains limited personal information provided by users of our website, applications, and associated services (collectively, the "Services").

This Policy applies to all interactions you have with ChartLock through our website, platform, or customer support channels. Because we operate with a strict privacy-first model, ChartLock collects only the minimal information necessary to create and manage your account, process billing securely, comply with HIPAA and other applicable regulations, and maintain the security and integrity of the Services.

ChartLock does not collect, store, retain, or analyze the content of your dictations, clinical information, or charting data. All such content is processed in real time and permanently deleted immediately upon completion. Our systems are designed to avoid unnecessary retention of data, and we do not use your information for advertising, behavioral tracking, analytics, or profiling.

II. WHAT DOES CHARTLOCK DO?

ChartLock provides clinicians with an AI-powered documentation platform designed to transform spoken dictation into structured medical charts in real time. Our service processes your dictations securely, generates the chart output you request, and immediately deletes the underlying content once processing is complete. ChartLock does not store your dictations, clinical notes, or chart data after generation.

ChartLock is not an electronic health record (EHR) system and does not function as a long-term repository for medical information. Your generated chart is delivered to you for download or transfer to your chosen EHR according to your workflow. Our role is limited to secure real-time processing — never retention — of your clinical content.

III. WHAT PERSONAL INFORMATION DO WE COLLECT?

ChartLock is built on a strict privacy-first framework. We collect only the minimum information necessary to create and maintain your account, deliver the services you request, process billing securely, and comply with HIPAA and other applicable regulations. We do not collect unnecessary data, and we do not use your information for advertising, behavioral tracking, or profiling.

Over the last 12 months, we have collected the following categories of personal information:

Identifiers

Your name, email address, and IP address. These are required for secure account creation, login verification, customer communication, and regulatory compliance.

Information Contained in Customer Records

This includes your practice or organization name, mailing address, and telephone number. This information is used solely for account setup, support, subscription management, and billing purposes.

Commercial Information

We maintain only the limited information needed to process your subscription payments (such as plan type and billing status). We do not store, retain, or archive the content of your dictations, clinical data, or any information you submit through the platform. All chart content is processed in real time and permanently deleted immediately after completion.

Internet or Electronic Network Activity Information

We do not track, store, or analyze your browsing behavior, search history, click patterns, or usage-based behavioral analytics. We collect only essential system-level technical logs necessary for security, fraud prevention, and HIPAA compliance. These logs do not include the content of your dictations or charts.

Professional or Employment Information

We do not collect or store your job title, employer information, or other professional background details. Your professional identity remains your private information.

User-Generated Content

Dictations and charting content you create on the platform are processed solely for the purpose of generating your chart and are immediately and permanently deleted once processing is completed. We do not retain, analyze, review, or repurpose your clinical content for any reason.

Geolocation Data

We receive general location information derived from your IP address, which is necessary for secure server communication and regulatory compliance. We do not request or track precise GPS-based location information.

IV. HOW DO WE COLLECT YOUR INFORMATION?

ChartLock collects only the minimal information required to create your account, authenticate your access, and securely process your subscription payments. We do not collect additional data for marketing, analytics, profiling, behavioral tracking, or any unrelated purpose.

Information You Provide to Us Directly

We collect the information you enter when signing up for a ChartLock account, such as your name, email address, practice information, mailing address, and payment details. This information is used solely to establish your account, verify your identity, process your subscription, and provide customer support.

What We Do Not Collect

Unlike platforms that gather extensive behavioral or marketing-related data, ChartLock does not collect or track:

  • Search history
  • Browsing behavior
  • Mouse movements, scroll activity, or keystroke patterns
  • Click tracking or website navigation analytics
  • Device identifiers unrelated to security
  • Information from third-party lead generation or marketing partners
  • Information from social networks
  • Data from other users about you
  • Health, travel, or in-person event information
  • Any clinical content beyond real-time processing

We believe that your privacy is fundamental. For that reason, we intentionally avoid collecting unnecessary information of any kind.

Technical Information Necessary for Security

When you access ChartLock, we receive only the limited technical information required to maintain secure server communication and HIPAA-aligned operation — such as your IP address and general location derived from it. We do not use this information for advertising, analytics, or profiling.

No Third-Party Data Sources

ChartLock does not obtain information about you from outside sources, marketing companies, data brokers, social platforms, or business partners. Your information comes from you alone.

No Retention of User-Generated Content

Any dictations or chart content you submit are processed in real time and permanently deleted immediately after your chart is generated. We do not store, analyze, or reuse your clinical content for any purpose.

V. HOW DO WE USE YOUR INFORMATION?

We use the limited personal information we collect only to:

  • Create, maintain, and secure your ChartLock account
  • Authenticate your access to the Services
  • Process and manage your subscription payments
  • Provide customer support at your request
  • Comply with legal, regulatory, and security obligations

We do not use your personal information for:

  • Advertising or marketing campaigns
  • Behavioral or demographic profiling
  • Analytics or user-behavior modeling
  • Data sharing or resale to third parties
  • Training or improving unrelated systems

All clinical content is excluded from long-term use and is deleted immediately after real-time processing.

VI. HOW DO WE SHARE YOUR INFORMATION?

ChartLock follows a strict privacy-first model. Because we collect only the minimal information necessary to create and maintain your account, there is almost nothing to share — and we intentionally avoid all forms of external data distribution.

ChartLock does not:

  • Sell your personal information.
  • Share your information for advertising or marketing.
  • Participate in audience-matching or targeted advertising programs.
  • Share your information with data brokers, social networks, or analytics companies.
  • Use tracking pixels, behavioral analytics, or marketing cookies.
  • Store, retain, analyze, or share dictations, chart content, or any clinical information — because all of it is auto-deleted immediately after processing.

Information Necessary for Your Account

ChartLock collects only the limited information required for creating and securing your user account, authenticating your login credentials, processing your subscription payment, and providing customer support when you request it. This includes your name, email address, practice information, and billing details.

This information is used solely so you can log in, manage your subscription, and access the Services securely. This information is not shared with marketing companies, data analytics firms, or unrelated parties. It remains within the secure ChartLock system and is not distributed externally for any commercial purpose.

Legal Compliance Disclosures

We may disclose account information only if required by law, subpoena, court order, or lawful request by government authorities. These rare cases are the only circumstances under which disclosure occurs.

Business Transfers (If Applicable)

If ChartLock ever undergoes a merger, acquisition, or sale of assets, minimal account information may be transferred solely to continue providing the Service. Any acquiring organization must honor this Privacy Policy and maintain identical or stronger privacy protections.

What We Never Share

Because ChartLock permanently deletes all user-generated content immediately after your chart is produced:

  • We never share dictations.
  • We never share clinical notes.
  • We never share chart data.
  • We never share de-identified patient information.

There is nothing to disclose — by design.

VII. DATA RETENTION AND SECURITY

Clinical Content

ChartLock does not store or retain any clinical content. Dictations, chart text, and related clinical information are processed in real time and permanently deleted immediately after your chart output is generated.

Account Information

We retain only the limited account and billing information necessary to maintain your active subscription, provide support and security, and comply with applicable legal and regulatory requirements. When no longer needed for these purposes, such information is deleted or anonymized where feasible.

Security Measures

ChartLock uses Microsoft Azure's HIPAA-aligned infrastructure and implements administrative, technical, and physical safeguards designed to protect your account information from unauthorized access, disclosure, alteration, or destruction.

VIII. COOKIES AND AUTOMATED DATA COLLECTION TECHNOLOGIES

ChartLock does not use cookies, pixel tags, tracking beacons, web analytics tools, behavioral tracking technologies, or any automated data collection systems designed to monitor your browsing activity.

We do not use:

  • Advertising cookies
  • Marketing cookies
  • Behavioral analytics cookies
  • Retargeting pixels
  • Google Analytics
  • Facebook Pixel
  • LinkedIn tracking
  • Marketo, HubSpot, or similar marketing platforms
  • Mouse tracking, heat maps, scroll tracking, or keystroke monitoring
  • Any third-party tools that gather usage or behavioral data

What We Collect Instead

ChartLock collects only the minimal, essential technical information required to maintain a secure login session and support HIPAA-level security. This may include a temporary session token to keep you securely logged in and basic non-identifying technical information required to prevent fraud and maintain platform security. These temporary elements are not used for advertising, profiling, analytics, or behavioral tracking.

No Behavioral Tracking. No Analytics. No Third-Party Monitoring.

ChartLock does not:

  • Track your activity across any other websites
  • Build marketing or behavioral profiles
  • Analyze your usage patterns for advertising
  • Collect demographic analytics
  • Use cookies to follow you over time
  • Use third-party analytics services to measure traffic or behavior

Your privacy is not a marketing opportunity — it is a design principle.

Do Not Track Signals

ChartLock does not track your online activity, so "Do Not Track" browser settings have no effect. We simply do not engage in any tracking behavior.

IX. SOCIAL MEDIA AND OTHER INTEGRATIONS

ChartLock does not use social media integrations, social login systems, embedded social pixels, marketing SDKs, data-sharing widgets, audience-building tools, or any other technology designed to pull information from social platforms.

We do not:

  • Use Facebook Pixel, Instagram Pixel, LinkedIn tags, or any social tracking tools
  • Allow login through Facebook, Google, Twitter, LinkedIn, or other social platforms
  • Embed social "like," "share," or "follow" buttons that transmit data back to social networks
  • Collect information from social networks to build marketing or advertising profiles
  • Use chatbots, social widgets, or marketing SDKs from other platforms
  • Link your ChartLock account to any external service to pull in or synchronize data

No Social Data Collection

ChartLock does not receive, request, or harvest:

  • Social media profile information
  • Friend lists
  • Social posts, comments, likes, or engagement data
  • Demographic or behavioral data from social networks
  • Any information obtained through hashtags or public mentions

If you independently choose to talk about ChartLock on social media, that activity occurs entirely on those platforms and is governed by their privacy policies, not ours. ChartLock does not access or ingest that data.

No External Links or Platform Linking

The ChartLock application and website do not include outbound links to third-party services for tracking, marketing, analytics, or data collection. We also do not offer any functionality that connects your ChartLock account to other platforms to exchange or synchronize data.

Your use of ChartLock is self-contained and isolated from social media and external marketing ecosystems.

What That Means for You

  • Your ChartLock usage is not connected to any social media account.
  • No social platform receives data about your activity on ChartLock from us.
  • ChartLock does not use social integrations, pixels, or platform linking of any kind.

X. STATE CONSUMER PRIVACY RIGHTS

Depending on where you live, you may have certain rights under applicable state privacy laws regarding the limited personal information we maintain about you (such as account and billing information). These rights may include the ability to:

  • Request confirmation of whether we maintain personal information about you.
  • Request access to the personal information we hold about you.
  • Request correction of inaccurate personal information.
  • Request deletion of personal information that we have collected from you, subject to legal and operational requirements.
  • Request a copy of certain personal information in a portable format.

You may exercise applicable privacy rights by contacting us using the information in the Contact section of this Policy. We may need to verify your identity before responding, which may include confirming your email address or basic account details. We will respond within the timeframes required by applicable law. If your request is limited or denied as permitted by law, you may have the right to appeal, and we will explain how to do so where required.

We will not discriminate against you for exercising any rights available to you under applicable privacy laws.

XI. MINORS

The ChartLock website and services are intended for licensed clinicians and other adult professionals and are not directed to individuals under the age of eighteen (18). We do not knowingly collect personal information from anyone under 18. If you are under 18, you should not use ChartLock or submit any information through the Services.

We also do not knowingly collect personal information, as defined by the U.S. Children's Online Privacy Protection Act ("COPPA"), from children under 13. If you are a parent or guardian and believe that a child has provided us with information in a way that is not permitted by law, please contact us using the information in the Contact section. We will remove such information to the extent required by applicable law.

XII. INTERNATIONAL USERS

ChartLock is based in the United States, and our Services are designed and operated in accordance with U.S. law. If you access ChartLock from outside the United States, any information you provide (such as account and billing information) will be processed and stored in the U.S.

By using the Services or providing us with information, you understand that your information may be transferred to, processed, and stored in the United States, where data protection laws may differ from those in your country of residence.

XIII. CHARTLOCK'S ROLE IN DATA PROCESSING

ChartLock processes only the minimal personal information necessary to operate your account, including your name, email address, login credentials, and billing information.

When you use ChartLock to generate documentation:

  • Your dictation and the Watson Protocol rule set are handled by ChartLock's secure, HIPAA-aligned systems running within our Microsoft Azure environment. The information is processed automatically only to generate the chart output you request during that single session.
  • These systems do not store, retain, or reuse any clinical content for training, product development, analytics, research, or any other secondary purpose.
  • Your clinical content is not transmitted to public APIs, external servers, or third-party platforms. All automated processing occurs entirely within ChartLock's secured Microsoft Azure environment, including the protected Azure-based components used to generate your documentation.
  • ChartLock does not store, archive, or index any dictations, chart text, or clinical information after your output is produced. All such content is processed in real time and then permanently discarded at the end of the session.
  • ChartLock does not combine your information with external datasets and does not use your clinical content for advertising, profiling, marketing analysis, behavioral tracking, or product training.
  • ChartLock maintains only the limited account information required to operate your subscription securely. No clinical data entered into ChartLock is ever stored as data at rest.

XIV. UPDATES TO THIS PRIVACY POLICY

We may update this Privacy Policy periodically. Any revisions will be posted on our website with an updated effective date. Continued use of ChartLock following such updates constitutes acceptance of the revised Policy.

XV. CONTACT

If you have any questions about this Privacy Policy or how ChartLock protects your information, you may contact us at:

Email: contact@chartlock.com