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Privacy Notice

Docsa Health

Privacy Notice

Docsa Health

Effective Date: January 20, 2025

Last Updated: January 29, 2025


1. Introduction

Docsa Health (“we,” “us,” “our,” or “Docsa Health”) is committed to protecting your privacy. This Privacy Notice explains how we collect, use, disclose, and safeguard your personal information when you use our personal health records platform at https://docsa.health/ and related services (collectively, the “Service”).

Please read this Privacy Notice carefully. By accessing or using our Service, you acknowledge that you have read, understood, and agree to the practices described herein.


2. Data Controller

2.1 United States

For users in the United States, the data controller is:

SMARTAUTOMATICA LLC A Delaware Limited Liability Company Email: privacy@docsa.health

2.2 Mexico

For users in Mexico, the responsible party (Responsable) under the Federal Law on Protection of Personal Data Held by Private Parties (LFPDPPP) is:

Dmitrii Fedorov Operating under RESICO PF regime Email: privacy@docsa.health

2.3 Data Protection Officer

Name: Dmitrii Fedorov Email: privacy@docsa.health

We respond to all privacy inquiries within 2 business days.


3. Information We Collect

3.1 Personal Identification Information

We collect the following personal data when you create an account and use our Service:

Data TypeExamples
Identity InformationFull name, date of birth
Contact InformationEmail address, phone number, physical address
Government IdentifiersCURP, INE (for Mexico users), other identity documents
Account CredentialsUsername, password (encrypted), MFA settings

3.2 Health and Medical Information

With your consent, we collect and store:

Data TypeExamples
Medical HistoryDiagnoses, conditions, surgical history, allergies
Clinical DocumentsDoctor’s notes, discharge summaries, referral letters
Laboratory ResultsBlood tests, imaging reports, diagnostic results
PrescriptionsMedications, dosages, treatment plans
Provider InformationHealthcare provider names, contact details, visit records
Insurance InformationPolicy numbers, coverage details, claims
Wearable Device DataActivity data, vital signs, sleep patterns
Medication TrackingAdherence records, refill history

3.3 Information from Healthcare Providers

When you connect your account with healthcare providers, clinics, or medical institutions, they may transmit:

  • Appointment records
  • Medical history updates
  • Laboratory and diagnostic results
  • Prescription information
  • Treatment notes

This data is automatically integrated into your health record timeline.

3.4 Technical and Usage Information

We automatically collect:

Data TypeDescription
IP AddressYour internet protocol address
Device InformationDevice type, operating system, browser type
CookiesSession and preference cookies
Usage DataPages visited, features used, interaction patterns
GeolocationApproximate location based on IP address
MFA InteractionsAuthentication method used (Google Authenticator, etc.)

3.5 Communication Data

When you contact us or use communication features:

  • Support request content
  • Chat transcripts
  • Feedback and survey responses

4. How We Use Your Information

4.1 Primary Purposes (Essential for Service Delivery)

PurposeLegal Basis
Provide and maintain the ServiceContract performance
Create and manage your accountContract performance
Store and organize your health recordsContract performance
Process your subscription paymentsContract performance
Send appointment and medication remindersContract performance
Facilitate data sharing with parties you authorizeYour consent
Provide emergency access as configured by youYour consent
Respond to your support requestsContract performance
Send security alerts and service notificationsLegitimate interest
PurposeLegal Basis
AI-assisted document processing (OCR, classification)Explicit consent
AI-assisted translation of medical documentsExplicit consent
AI-assisted transcription of audio recordingsExplicit consent
AI-generated correspondence with healthcare providersExplicit consent

Note: AI processing does not store or accumulate your data beyond the immediate task. Results are available in your account archive.

4.3 Service Improvement

PurposeLegal Basis
Analyze usage patterns to improve the ServiceLegitimate interest
Develop new features and functionalityLegitimate interest
Ensure Service security and prevent fraudLegitimate interest
Comply with legal obligationsLegal obligation

5. Communications

5.1 Communication Channels

We may communicate with you through:

  • Email
  • SMS text messages
  • WhatsApp
  • Telegram
  • Push notifications

5.2 Types of Messages

Message TypeContentCan Opt-Out?
Security AlertsMFA codes, suspicious activity warningsNo
Service NotificationsAccount changes, policy updatesNo
RemindersAppointments, medications, proceduresYes
MarketingNew features, promotionsYes

5.3 Healthcare Provider Communications

When you authorize us to communicate with healthcare providers on your behalf, we may share limited personal information (name, age, phone number) necessary to facilitate such communications.

Important: No Protected Health Information (PHI) is transmitted through messaging platforms. Only reminders and alerts without medical details are sent via SMS, WhatsApp, or Telegram.


6. Information Sharing and Disclosure

6.1 At Your Direction

We share your information with third parties only when you explicitly authorize such sharing, including:

  • Healthcare providers you designate
  • Family members or caregivers you authorize
  • Emergency responders (if you configure emergency access)

6.2 Service Providers

We engage trusted service providers who process data on our behalf under strict contractual obligations:

ProviderPurposeData ProcessedAgreement
Amazon Web ServicesCloud hosting, AI functionalityAll dataBusiness Associate Agreement
CloudflareSecurity, content deliveryTechnical dataBusiness Associate Agreement
StripePayment processingPayment informationData Processing Agreement
HelpScoutCustomer supportSupport communicationsData Processing Agreement

We may disclose your information when required by law, including:

  • Court orders or subpoenas
  • Government agency requests
  • Fraud prevention
  • Protection of our legal rights

6.4 Business Transfers

In the event of a merger, acquisition, or sale of assets, your information may be transferred. We will notify you before your information becomes subject to a different privacy policy.

6.5 What We Never Do

We never:

  • Sell your personal or health information
  • Share your data for third-party marketing
  • Use your health data for insurance underwriting
  • Provide data to employers without your explicit consent

7. International Data Transfers

7.1 Data Location

User LocationPrimary Data Storage
MexicoSecure datacenter in Mexico
All other locationsSecure datacenter outside Mexico

7.2 Cross-Border Transfers

Your data may be processed in jurisdictions outside your country of residence. When we transfer data internationally, we ensure appropriate safeguards including:

  • Standard contractual clauses
  • Data processing agreements
  • Compliance with applicable data protection laws

7.3 US-Mexico Transfers

SMARTAUTOMATICA LLC (US) may delegate certain processing activities to Dmitrii Fedorov (Mexico), and vice versa. Such transfers are governed by appropriate data protection agreements.


8. Data Security

8.1 Technical Safeguards

We implement comprehensive security measures:

MeasureImplementation
Encryption at RestAES-256 encryption for all stored data
Encryption in TransitSSL/TLS certificates, VPN tunnels
Access ControlsRole-based access, principle of least privilege
Multi-Factor AuthenticationOptional MFA for user accounts
Monitoring24/7 security monitoring and alerting
BackupsRegular encrypted backups with geographic redundancy

8.2 Organizational Safeguards

  • Employee confidentiality agreements
  • Security awareness training
  • Incident response procedures
  • Regular security assessments

8.3 Your Security Responsibilities

You are responsible for:

  • Maintaining the confidentiality of your login credentials
  • Enabling MFA for enhanced security
  • Logging out of shared devices
  • Reporting suspected security incidents immediately

9. Data Retention

9.1 Active Accounts

Your data is retained for as long as your account remains active.

9.2 After Account Deletion

ScenarioRetention Period
User-initiated deletion30 days (then permanently deleted)
Data from healthcare institutionsUp to 6 years (legal compliance)
Inactive accountsUp to 6 years (then deleted)
Legal hold or disputeDuration of legal proceedings

9.3 Anonymized Data

We may retain anonymized, aggregated data that cannot identify you for analytical purposes indefinitely.


10. Your Privacy Rights

10.1 Universal Rights

All users have the right to:

RightDescription
AccessRequest a copy of your personal data
CorrectionRequest correction of inaccurate data
DeletionRequest deletion of your data
Data PortabilityReceive your data in a portable format
Withdraw ConsentWithdraw consent for optional processing
ObjectObject to processing based on legitimate interests

10.2 Mexico-Specific Rights (ARCO)

Users in Mexico have additional rights under LFPDPPP:

  • Acceso: Access your personal data
  • Rectificación: Correct inaccurate data
  • Cancelación: Request deletion
  • Oposición: Object to processing

See our separate Aviso de Privacidad for complete LFPDPPP compliance details.

10.3 Exercising Your Rights

To exercise any privacy right:

  1. Self-Service: Use the data export and account deletion features in your account settings
  2. Support Request: Contact support at info@docsa.health
  3. Privacy Request: Email privacy@docsa.health

We respond to all requests within 2 business days and complete actions within the timeframes required by applicable law.


11. Cookies and Tracking

11.1 Types of Cookies

Cookie TypePurposeDuration
EssentialAuthentication, security, basic functionalitySession
FunctionalPreferences, language settingsPersistent
AnalyticsUsage patterns, service improvementPersistent

11.2 Third-Party Analytics Tools

We use the following third-party analytics services exclusively on our public-facing pages (landing pages, marketing pages, and informational content):

ServiceProviderPurpose
Google Analytics 4Google LLCWebsite traffic analysis, user behavior patterns, conversion tracking
Microsoft ClarityMicrosoft CorporationSession recordings, heatmaps, user interaction analysis

Important Privacy Protections:

  • Public Pages Only: These analytics tools are active only on public, unauthenticated areas of our website (e.g., landing pages, about pages, pricing information, blog content).
  • No PHI Tracking: Analytics tools are completely disabled within authenticated areas where Protected Health Information (PHI) is accessed, including your personal dashboard, documents, medical records, and any areas subject to HIPAA and other health data regulations.
  • Data Minimization: We configure these tools to minimize data collection, including IP anonymization and exclusion of any personally identifiable information.
  • No Cross-Tracking: Analytics data from public pages is never linked to your authenticated session or health records.

For more information about how these services handle data:

11.3 Your Choices

You can manage cookies through:

  • Browser settings
  • Our cookie preference center
  • Do Not Track browser signals (honored)

Note: Disabling essential cookies may affect Service functionality.


12. Children’s Privacy

12.1 Age Requirements

The Service is not intended for direct use by individuals under:

  • 21 years of age in the United States
  • 18 years of age in Mexico and other jurisdictions

12.2 Minor Records

Parents and legal guardians may manage health records of minors within their own accounts. We do not knowingly collect information directly from minors.

If we learn that we have collected personal information from a minor without parental consent, we will delete it promptly.


Our Service may contain links to third-party websites or services. We are not responsible for the privacy practices of these external sites. We encourage you to review their privacy policies before providing any information.


14. Changes to This Privacy Notice

14.1 Notification

We may update this Privacy Notice periodically. Material changes will be communicated via:

  • Email notification
  • Prominent notice on the Service
  • At least 30 days before changes take effect

14.2 Continued Use

Your continued use of the Service after changes become effective constitutes acceptance of the updated Privacy Notice.


15. Regulatory Compliance

15.1 Mexico

We comply with:

  • Federal Law on Protection of Personal Data Held by Private Parties (LFPDPPP)
  • LFPDPPP Regulations
  • INAI guidelines

15.2 United States

For applicable users and data, we comply with:

  • Health Insurance Portability and Accountability Act (HIPAA)
  • State privacy laws as applicable

15.3 Filing Complaints

Mexico: You may file complaints with the National Institute for Transparency, Access to Information and Protection of Personal Data (INAI) at www.inai.org.mx

United States: You may file complaints with the U.S. Department of Health and Human Services Office for Civil Rights for HIPAA matters.


16. Contact Us

General Inquiries

Email: info@docsa.health Website: https://docsa.health/

Privacy Inquiries

Email: privacy@docsa.health Data Protection Officer: Dmitrii Fedorov

Response Times

We acknowledge all privacy inquiries within 2 business days and provide substantive responses within the timeframes required by applicable law.


By using Docsa Health, you acknowledge that you have read and understood this Privacy Notice.

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