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How Data Retention Works in Scribe

Author => This article explains what happens to your consultations, transcripts, and audio recordings once your organisation's data retention policy takes effect.

Introduction

Depending on your healthcare organisation's data governance and security policies, your administrator may turn on automated data retention for your facility. This also applies to Scribe Mobile (iOS and Android).

When it's turned on, your organisation sets a number of days (for example, 7 or 30) after which specific consultation data is automatically and permanently deleted, so patient information isn't kept for longer than necessary. The countdown starts from when the encounter was created, not from when it was last edited or a document was regenerated.

Your organisation can apply retention separately to three parts of a consultation:

  • the audio recording
  • the transcript
  • the entire encounter (audio, transcript, and all associated documents)


When the audio recording is deleted

When the transcript is deleted

When the entire encounter is deleted

What you'll see in Scribe

Best practices

FAQ

When the audio recording is deleted

The original audio recording is permanently deleted once it reaches the retention limit. The transcript, patient details, and all generated documents stay intact.

=> You can still view, edit, regenerate, and approve documents as normal. You can no longer listen back to the recording, resume or extend it, or dictate into a document for that encounter.

If you open an encounter whose audio has been deleted:

  • The Resume button is greyed out. Tapping or hovering over it shows: "Audio was removed under your organisation's data retention policy, resuming is not possible."
  • The dictation (microphone) control is greyed out. Tapping or hovering over it shows: "Audio was removed under your organisation's data retention policy, dictating is not possible."
  • In the encounters list, the duration shows a dash (-) instead of the recording length.

When the transcript is deleted

The full transcript is permanently deleted once it reaches the retention limit. Documents already generated (e.g. clinic letters, SOAP notes) stay intact and can still be edited manually and approved.

=> Because T-Pro's AI drafting needs the transcript, you can no longer regenerate a document, add a new document type, dictate into a document, or add a context note for this encounter.
You can still read, manually edit, and approve any existing documents.
The edit-patient icon next to the patient's name is also hidden.

If you open the transcript panel for an encounter whose transcript has been deleted, it shows: "This transcript was removed under your organisation's data retention policy."

When the entire encounter is deleted

The entire encounter (audio, transcript, and all associated documents) is permanently removed from Scribe.

=> The encounter no longer appears in your encounters list, and none of its documents can be opened.

Any document that was already approved and synced to your organisation's EHR / patient record before deletion stays stored there.
NOTE: Retention in Scribe only clears working data inside Scribe itself.

What you'll see in Scribe

Action in Scribe If audio is deleted If the transcript is deleted If the encounter is deleted
View existing documents Available Available Removed from Scribe
Manually edit document text Available Available Removed from Scribe
Approve / send document Available Available Removed from Scribe
Regenerate document Available Disabled Removed from Scribe
Add new document type (+ tab) Available Disabled Removed from Scribe
Dictate into a document (mic) Disabled Disabled Removed from Scribe
Add a context note Available Disabled Removed from Scribe
Resume recording Disabled Disabled Removed from Scribe
Edit patient details (pencil icon) Available Hidden Removed from Scribe
Duration shown in encounters list Shows "-" Shows audio duration Removed

Best practices

  • Review and approve your documents as soon as possible after the consultation, so the finalised note syncs to the EHR / patient record right away.
  • If you need more than one document type (e.g. a patient summary and a referral letter), generate them during or shortly after the encounter, while the transcript is still available.
  • If you plan to resume or extend a recording later, keep your organisation's audio retention timeframe in mind. The countdown starts from the encounter's creation date, so it doesn't reset if you come back and edit it.

Frequently asked questions

If an encounter is deleted from Scribe, is the note also deleted from my organisation's EHR / patient record? No. Any document that was approved and exported to the EHR / patient record stays there permanently. Retention in Scribe only clears working data within Scribe itself.

Can Support or IT restore a deleted audio file or transcript? No. Deletions are permanent and can't be recovered.

Who sets the retention timeframes? Your organisation's authorised T-Pro System Administrator, in line with your institution's information governance policy.

Does this also apply to Scribe Mobile? Yes. Data retention works the same way in Scribe Mobile (iOS and Android) as it does in Scribe Web.


If you have any more queries, please do not hesitate to contact our Helpdesk or support@tpro.io.

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