In effect since January 1, 2026
This page is generated from the retention rules the system actually applies, so it cannot fall out of step with them. Our Privacy Policy links here rather than repeating these periods, because two copies of a number drift apart.
These periods are how long we keep information, not a schedule for destroying it. We are legally required to keep treatment records for a set period, which is why closing your portal account does not delete them.
| Information | Kept for |
|---|---|
|
Treatment records
Appointments, treatment notes, assessments, medical history, prescriptions and the documents your practice holds for your care. |
10 years
from your last appointment |
|
Billing and payment records
Invoices, payments, insurance claims, credits and memberships. |
10 years
from your last appointment |
|
Your portal account
Your login, the practices it is linked to, your sessions and registered devices. |
10 years
from the date your account is closed |
|
Reminder and message history
Records of reminders and messages sent to you, and waitlist activity. |
10 years
from the date the record is created |
|
Marketing preferences
Your choices about promotional email and texts, including any opt-out. |
10 years
from the date the record is created |
|
Access records
The log of who looked at your health information and when. Kept separately from your record, because a log about a record is not part of it. |
10 years
from the date the record is created |
|
Copies of your record you download
The archive generated when you ask for a copy of your record. |
10 years
from the date the record is created |
|
Saved payment methods
A reference to a saved card or bank account. We never store full card numbers. |
10 years
from the date the record is created |
Your practice holds your treatment record and decides what goes in it. If you want a copy, a correction, or an explanation of how long something is kept, contact them directly.