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 returned to you in the ChartLock browser interface for your review and intentional transfer into 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 email address and IP address. These are used for secure account creation, login verification, customer communication, and security or regulatory purposes.

Account Information

When a physician or other clinician creates a ChartLock account, they provide an email address and create a password through ChartLock's Microsoft-hosted customer login environment. Microsoft handles the authentication credential, and ChartLock does not store the user's password. ChartLock does not collect practice or organization information, job title, employer information, employment history, telephone numbers, or other professional background information as part of account signup.

Commercial Information

We maintain only the limited information needed to manage your subscription, such as plan type, subscription status, and billing status. During signup, you provide an address of your choosing, such as a home or work address, along with your credit-card information through Stripe-hosted payment services. That information is handled by Stripe. ChartLock does not store your password or full payment-card information. We do not store, retain, or archive the content of your dictations, clinical data, or any information you submit through the platform for chart generation. 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, practice or organization information, employment history, or other professional background details. We do not use professional information for profiling or marketing.

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 manage 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

When you sign up for a ChartLock account, you provide an email address and create a password through ChartLock's Microsoft-hosted customer login environment. Microsoft handles the authentication credential, and ChartLock does not store the password. You then provide an address of your choosing, such as a home or work address, and your credit-card information through Stripe-hosted payment services. Stripe handles that payment information, while ChartLock receives only the limited subscription and payment-status information necessary to manage your account. ChartLock does not collect practice or organization information, job title, employer information, employment history, telephone numbers, or other professional background information as part of account signup.

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, or social platforms for advertising, marketing, or profiling purposes. Your account identity and authentication are handled through ChartLock's Microsoft-hosted customer login environment, and payment-card processing is handled through Stripe-hosted payment services. ChartLock receives only the limited account, subscription, and payment-status information necessary to provide and manage the Services.

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, we intentionally limit external disclosure of personal information.

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 uses only the limited information required for creating and securing your user account, authenticating your access, managing your subscription, and providing customer support when you request it. This includes your email address and limited subscription or payment-status information. Authentication credentials are handled through ChartLock's Microsoft-hosted customer login environment. Your chosen address, such as a home or work address, and your credit-card information are handled through Stripe-hosted payment services. ChartLock does not store user passwords or full payment-card information and does not collect practice or organization information, job title, employer information, employment history, telephone numbers, or other professional background information as part of account signup.

This information is used solely so you can log in, manage your subscription, and access the Services securely. It is not disclosed to unrelated parties for advertising, marketing, analytics, or other commercial exploitation. Limited information may be processed by contracted service providers, such as Microsoft Azure and Stripe, only as necessary to provide, secure, authenticate, host, or bill for the Services.

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 outside the service-provider and operational uses described in this Policy.

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 advertising cookies, marketing cookies, tracking pixels, behavioral analytics cookies, or similar technologies designed to monitor your browsing activity for advertising, profiling, or marketing purposes.

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
  • Third-party tools that gather usage or behavioral data for advertising, marketing, or profiling

What We Use Instead

ChartLock uses only the minimal technical elements necessary to provide and secure the Services. This may include temporary authentication or session tokens, cookies, or similar browser technologies required to keep you securely signed in, prevent fraud, maintain platform security, and support essential application functions. These elements are not used for advertising, profiling, behavioral analytics, or cross-site tracking.

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

ChartLock does not:

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

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

Do Not Track Signals

ChartLock does not engage in cross-site behavioral tracking or targeted advertising. Because browser "Do Not Track" signals are not needed to disable behavior that ChartLock does not perform, those settings do not materially change how ChartLock operates.

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 clinical 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 uses only the minimal personal information necessary to operate your account, including your email address, authentication/session information provided through ChartLock's Microsoft-hosted customer login environment, and limited subscription or payment-status information received from Stripe. Your chosen address, such as a home or work address, and your credit-card information are entered into and handled through Stripe-hosted payment services. ChartLock does not store user passwords or full payment-card information.

When you use ChartLock to generate documentation:

  • Your dictation and the ChartLock proprietary rules matrix engine/library 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 unrelated third-party platforms. Automated clinical processing occurs 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