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Compliance

Special Category Data for Medical Workflows

Patient conversations can include health information. Medical workflows are designed to collect as little as possible, keep clinical decisions with clinicians and protect what must be processed.

Conceptual data handling: selected fragments move from a document tray into a container, past a retention hourglass and a region marker, to a checked record.

Additional care for health data

Agreed with the practice before launch.

Minimise collection

Ask only for what booking or follow-up needs; avoid collecting symptoms unless agreed.

No clinical advice

Clinical questions are referred to the practice team.

Restricted access

Transcripts and summaries are visible only to agreed roles.

How a medical workflow is reviewed

Together with the practice's responsible person.

01

Identify data

Where health information could appear.

02

Set limits

What the agent may ask and record.

03

Agree retention

For transcripts, recordings and summaries.

04

Review

Check real conversations after launch.

Practice controls

The practice stays responsible for patient care.

  • Reception confirms bookings outside agreed rules.
  • Sensitive topics are handed to a person.
  • Retention and access are agreed in writing.

Common questions

No. It answers practical questions from approved content and refers clinical questions to the practice team.

Yes, within the agreed access and retention rules, so the practice can check quality.

We choose the model and provider for each task during scoping, based on the language, accuracy, latency and data-handling requirements. The workflow is not tied to one provider, so a step can be changed later if the agreed requirements change.

Discovery call

Start with the work that slows you down.

Bring us a process, a recurring enquiry or a pile of documents. We will explore where agents fit and what a useful implementation needs.

Book a discovery call