> ## Documentation Index
> Fetch the complete documentation index at: https://brosbots.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Medical data

> What an agent at a practice, clinic or medical centre may collect, what it does not collect, the confirmation in the healthcare template, and the settings worth changing.

## Who this page is for

Practices, clinics, medical centres and other healthcare providers that want
an agent to answer the phone, book appointments and answer questions about
the practice.

Data about health is a special category of personal data (Art. 9 GDPR). The
data processing agreement with Ivorylab allows processing it only after
additional safeguards have been agreed in advance. Without such an
agreement the agent works like a front desk, not like a doctor: it books a
slot, it does not take a medical history.

## What the agent may collect

* name, phone number, e-mail address,
* date of birth, where the practice needs it to find the patient,
* the preferred doctor or specialist, the date and time,
* the insurer, or that the visit is private,
* **a short reason for the visit**, needed to pick the service and the
  length of the slot, e.g. "check-up", "scale and polish", "orthopaedic
  consultation".

The agent may also answer questions about services, prices, opening hours,
doctors and directions, as long as that information is in its description
or its knowledge base.

## What the agent does not collect

* symptoms, the course of an illness, diagnoses,
* medication, allergies, test results,
* pregnancy, disability, mental health,
* national identification numbers (PESEL) and scans of medical records.

The agent gives no medical advice and does not judge how urgent something
is: the healthcare template has this in the agent's instructions ("always
recommend consulting a doctor"). Do not add questions about the data above
to the prompt, and do not add them as fields collected after the call.

<Warning>
  A caller may say more than the agent asks ("it has hurt for a week").
  That sentence ends up in the transcript. Set a short retention for
  transcripts and recordings (see below) so it is not kept longer than you
  need it.
</Warning>

## The confirmation in the healthcare template

The **Healthcare (MedBot)** template, in the agent builder and in the
first-run wizard, has a checkbox:

> I understand that the agent collects no health data beyond the short
> reason for the visit needed to book it, and I will not configure it to
> collect such data without an agreement with Ivorylab.

Without it the agent is not created (the panel and the API refuse the
request). The agent keeps a record of who confirmed and when.

## Settings worth changing

| Where | What to set |
| - | - |
| **Account → Privacy and data → Retention** | A short period for recordings and transcripts, e.g. 30 days. By default data is kept indefinitely. [Retention](/en/features/data-retention#retention) |
| **Agent editor → Settings → Call recording** | Turn audio recording off if the transcript is enough, and turn on the notice before the greeting. [Call recording](/en/features/data-retention#call-recording) |
| **Agent editor → Role** | The opening line tells the caller they are talking to an AI assistant. [AI disclosure](/en/features/data-retention#ai-disclosure) |
| **Team** | Access to call history only for the people who need it. [Team](/en/features/team) |

## When you need more

If the agent is to take a history, ask about symptoms or collect other
health data (e.g. triage, eligibility for a procedure), write to us at
[kontakt@brosbots.com](mailto:kontakt@brosbots.com) **before** configuring
it. We will agree the safeguards and put them in the data processing
agreement.

<Note>
  This is general information, not legal advice. Which data your practice
  may collect, and on what legal basis, is worth confirming with a lawyer
  or your data protection officer.
</Note>


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