Data Retention controls how long your encounter records are kept and when they are archived or deleted.
How to access: Left sidebar -> Settings -> Data Retention. It has two tabs.
Records Archive tab
- Auto archive generated records every: Choose how often finished records are moved into the archive, or select I will manually archive my records.
- Archive all my records: Archives everything at once.
- Permanently Delete All Records: Deletes everything right away. This cannot be undone.
Records Deletion tab
All records are deleted automatically after your retention period. The system maximum is 30 days. You can choose a shorter period, but you cannot turn automatic deletion off. Deleted records, including charts, notes, referrals and handouts, cannot be recovered.
Tip: Copy notes into your EMR and export anything you need before the retention period ends.
Troubleshooting
- An old encounter is gone: It was likely removed by automatic deletion. Deleted records cannot be restored.
- Saved recordings disappeared: Saved recordings follow your chart retention settings.
- Need a different retention period? Email support@autochart.ai.