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Help CenterSecurity & privacy

Topics

  • Getting started
  • Moving to CliniqSync
  • Calendar & appointments
  • Online booking
  • Client self-service
  • Clients & records
  • SOAP notes & AI
  • Invoices & payments
  • Insurance
  • Card payments
  • Services, add-ons & packages
  • Reminders & client emails
  • Reports
  • Your plan & account
  • Security & privacy
  • FAQs & troubleshooting

Security & privacy

Two-step verification, data storage and who can see records.

  • Turning on two-step verification Protect your account with a code as well as your password.
  • Changing your password and signing out other devices Keep your account secure if a device is lost or shared.
  • Where your data is stored and who can see it Client records stored in Canada, and kept separate from every other clinic.
  • How AI drafting handles note text What's sent to the AI, and what you stay in control of.

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