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Privacy Policy

Last updated October 2026

This Privacy Policy for GreenNotes (Pty) Ltd ("we," "us," or "our"), describes how and why we might access, collect, store, use, and/or share ("process") your personal information when you use our services ("Services"), including when you:

  • Download and use our mobile application (GreenNotes), or any other application of ours that links to this Privacy Policy
  • Use GreenNotes EMR, an Electronic Medical Record system that enables healthcare professionals to document, manage, and access patient health information digitally, replacing traditional paper-based records with a secure, cloud-based platform
  • Engage with us in other related ways, including any sales, marketing, or events

Questions or concerns? Reading this Privacy Policy will help you understand your privacy rights and choices. If you do not agree with our policies and practices, please do not use our Services. If you still have any questions or concerns, please contact us at help@greennotes.co.za.

Summary of Key Points

This summary provides key points from our Privacy Policy. You can find out more details about any of these topics in the sections below.

What personal information do we process? When you visit, use, or navigate our Services, we may process personal information depending on how you interact with us and the Services, the choices you make, and the products and features you use.

Do we process any special personal information? We may process special personal information when necessary with your consent or as otherwise permitted by applicable law.

Do we collect any information from third parties? We collect information from a third party only where you connect one yourself — specifically, if you sign in with Google or connect your Google Calendar, we receive the data described in section 2.

Do we handle Google user data? Yes, if you choose to sign in with Google or to connect your Google Calendar. We access only your basic Google profile and, from your calendar, the times you are busy. GreenNotes writes its appointments into a separate calendar it creates, never into your existing one. We never use this data for advertising or to train AI models, and we delete it when you disconnect. Section 2 sets this out in full.

How do we process your information? We process your information to provide, improve, and administer our Services, communicate with you, for security and fraud prevention, and to comply with law. We may also process your information for other purposes with your consent.

In what situations and with which types of parties do we share personal information? We share information with the service providers that help us run the Services. Those that process practice and patient information are listed on our Sub-processors page.

Do we transfer personal information outside South Africa? Our system of record is in South Africa. Some features, in particular AI-assisted transcription and documentation, involve processing in the European Union and the United States under data processing agreements. Section 4 explains this.

How do we keep your information safe? We have adequate organisational and technical processes and procedures in place to protect your personal information. However, no electronic transmission over the internet or information storage technology can be guaranteed to be 100% secure.

What are your rights? Depending on where you are located geographically, the applicable privacy law may mean you have certain rights regarding your personal information.

How do you exercise your rights? The easiest way to exercise your rights is by submitting a data subject access request, or by contacting us. We will consider and act upon any request in accordance with applicable data protection laws.

Our Role: Operator or Responsible Party

Under POPIA, GreenNotes has two roles, depending on the information:

InformationGreenNotes’ role
Patient records a practice keeps in GreenNotes, including consultations, notes, documents and attachmentsOperator, for the practice
Consultation recordings and transcripts processed for a practiceOperator, for the practice
Patient invoices, payments and medical-aid claims a practice createsOperator, for the practice
Clinician and staff account and profile informationResponsible party
Subscription and payment information for a practice’s GreenNotes accountResponsible party
Website enquiries, demo and webinar registrations, and marketingResponsible party
Website analytics and cookie dataResponsible party
How you found GreenNotes, kept with your account when you sign up, or with your enquiry when you book a demo, register for a webinar or contact usResponsible party

Where we are the operator, the practice is the responsible party: it decides why and how the information is processed, and our Data Processing Agreement governs what we do with it. Where we are the responsible party, this Privacy Policy describes our processing.

1. What Information Do We Collect?

Personal information you provide to us relating to your data subjects

We process personal information relating to data subjects on your behalf as an operator (or processor), where you, as the responsible party (or controller), have determined the purpose and means of such processing.

In doing so, we commit to the following:

  1. We will process such personal information only in accordance with your documented instructions, unless required to do otherwise by applicable law;
  2. We will implement appropriate technical and organisational measures to ensure the security and confidentiality of the personal information;
  3. We will assist you, to the extent reasonably possible, in fulfilling your obligations to respond to data subject requests and to comply with applicable data protection legislation;
  4. We will engage only the sub-processors listed on our Sub-processors page, and will bind each of them to data protection obligations no less protective than ours;
  5. We will notify you immediately where there are reasonable grounds to believe that the personal information we process for you has been accessed or acquired by an unauthorised person;
  6. When our services end, we will keep your information available to you, read-only, for six months, with a reasonable means to export it in bulk, and then delete it, unless retention is required by law;
  7. We will make available to you all information reasonably necessary to demonstrate our compliance with these obligations and will allow for and contribute to audits and inspections conducted by you or an auditor mandated by you.

Our Data Processing Agreement sets out these commitments in full and forms part of our Terms and Conditions.

You warrant that you are the responsible party in respect of all personal information relating to data subjects that you upload, submit, or otherwise make available through our Services, and that you have obtained all necessary consents, authorisations, and legal bases required under applicable data protection laws.

Personal information you disclose to us

In Short: We collect personal information that you voluntarily provide to us.

We collect personal information that you voluntarily provide to us when you register on the Services, express an interest in obtaining information about us or our products and Services, when you participate in activities on the Services, or otherwise when you contact us.

Personal Information Provided by You. The personal information that we collect depends on the context of your interactions with us and the Services, the choices you make, and the products and features you use. The personal information we collect may include the following:

  • Names
  • Phone numbers
  • Email addresses
  • Contact or authentication data
  • Billing addresses
  • Card brand and last four digits (never the full card number; see Payment Data below)
  • Job titles, professional qualifications and professional registration numbers (such as your HPCSA number)
  • Practice details, such as the practice name, address and VAT number
  • Contact preferences
  • Passwords (verified and stored by our identity provider, Google Firebase Authentication, and never stored in our own database)
  • Two-factor authentication settings, if you turn two-factor authentication on

Special Personal Information

If you use our Services to process the personal information of your data subjects, such information may include special personal information, in particular health information. Consultation recordings are used only to produce transcripts and clinical notes; GreenNotes does not use voice recordings or any other biometric information to identify anyone. The optional biometric lock in our mobile app is handled entirely by your device, and GreenNotes never receives your biometric data. We process special personal information only on behalf of the practice that holds it, or where otherwise permitted by applicable law.

Payment Data

Card payments are processed by our payment provider, Paystack, in its own secure checkout. We never receive or store your full card number or its security code. We keep only a payment token, the card brand and its last four digits, so that we can charge your subscription and show you which card is on file. If you pay by EFT, we keep the payment reference and amount so that we can match the payment to your account.

Application Data

If you use our application(s), we also may collect the following information if you choose to provide us with access or permission:

  1. Mobile Device Access. We may request access or permission to certain features of your mobile device: the camera and the photos you choose (to capture documents and images for patient records), the microphone (to record consultations for transcription), notifications, and your device calendar. We use the device calendar only if you switch on calendar sync, to add your GreenNotes appointments, including their details, to your device’s calendar; the app removes them when you sign out. Our apps do not request access to your device’s location.
  2. Mobile Device Data. We automatically collect device information (such as your mobile device ID, model, and manufacturer), operating system, version information and system configuration information, device and application identification numbers, browser type and version, hardware model, Internet service provider and/or mobile carrier, and Internet Protocol (IP) address (or proxy server).
  3. Push Notifications. We may request to send you push notifications regarding your account or certain features of the application(s). If you wish to opt out from receiving these types of communications, you may turn them off in your device's settings.

This information is primarily needed to maintain the security and operation of our application(s), for troubleshooting, and for our internal analytics and reporting purposes.

Information automatically collected

In Short: Some information (such as your Internet Protocol (IP) address and/or browser and device characteristics) is collected automatically when you visit our Services.

We automatically collect certain information when you visit, use, or navigate the Services. Some of this information is linked to your account: for example, the devices you use GreenNotes on, and the IP address, browser and app version of your requests. We use it to keep your account secure (for example, to recognise your devices and to block a lost or stolen device) and to troubleshoot problems. The information may include device and usage information, such as your IP address, browser and device characteristics, operating system, language preferences, referring URLs, device name, approximate location derived from your IP address, information about how and when you use our Services, and other technical information.

Like many businesses, we also collect information through cookies and similar technologies. The information we collect includes:

  1. Log and Usage Data. Service-related, diagnostic, usage, and performance information our servers automatically collect when you access or use our Services. This may include your IP address, device information, browser type, and settings and information about your activity in the Services.
  2. Device Data. We collect device data such as information about your computer, phone, tablet, or other device you use to access the Services.
  3. Location Data. We do not ask for access to your device’s location. We may infer your approximate location, such as your country, from your IP address; for example, our website does this to show prices in the right currency (see section 5).

How you found us (sign-up and enquiry attribution)

In Short: When you arrive at our website or web portal from an advert, a search or another website, we note how you got here. If you then create an account, or book a demo, register for a webinar or send us an enquiry, we keep that note with it, so that we can tell which of our channels and campaigns bring practices to GreenNotes.

When a visit to greennotes.co.za or app.greennotes.co.za begins, we note how you arrived. The web portal does this only on its home, sign-in, sign-up and subscription pages, never on a clinical page. We note:

  • the page you arrived on (the site and the page; from the rest of the link we keep only the items below);
  • the website that sent you, if it is not one of ours (its domain only);
  • the campaign tags in the link, such as utm_source and utm_campaign;
  • the advertising click identifiers that Google, Meta and Microsoft add to the link when you click one of our adverts (such as gclid, fbclid and msclkid) and, only if you have accepted cookies, Meta’s browser identifier (the _fbp cookie);
  • the date and time.

A visit ends after 30 minutes without activity, and reloading a page does not start a new one. We also give your browser a random identifier, and each visit one of its own, so that your visits can be linked together. Neither contains your name, your email address or anything else about you. We keep the first visit we noted and up to ten of the most recent ones. When you follow a link from our website to the web portal, the link carries this record to the portal, together with the name of the link you used (for example, the “Start free trial” button on our home page). The portal removes it from the address bar as soon as it has read it.

Until you create an account or send us one of our forms, we do not store this record: it stays in your browser. Section 5 explains where your browser keeps it, and for how long.

When you create an account, the web portal sends the record with your sign-up, and we keep it with your account, and with your practice if you created one. We add how you signed up (for example, as a new practice or by invitation), whether you had accepted cookies, whether you used a computer, phone or tablet (worked out from your browser’s user agent), and the channel your visits point to (for example, “Paid Search” or “Organic Social”). We keep the advertising click identifiers separately, in records that only our own systems can read.

When you book a demo, register for a webinar or send us an enquiry, the form sends the record with your submission, and we keep it with your enquiry, together with the kind of enquiry and, for a demo, your preferred day and time. We do not keep the advertising click identifiers with an enquiry. The details you typed into the form (your name, email address and phone number and, where you gave them, your practice’s name and your speciality) we keep separately, for our sales team to follow up. The message or notes you write in the form are not part of this record. With the enquiry we also keep a one-way code made from your email address (a keyed hash, not the address itself), so that if you later create a GreenNotes account with the same email address, once you have verified it, we can link your enquiry to your account.

Why, and on what basis. We use this record only for our own reporting: to understand which of our channels and campaigns bring practices and enquiries to GreenNotes, and so where to spend our marketing effort. We rely on our legitimate interest in doing so (section 11(1)(f) of POPIA), which is why we keep the record whether or not you accept cookies. It is not shown in GreenNotes, we do not use it to profile you, and it never affects your price, your trial or what you can do in GreenNotes. We do not sell it, and we do not send it to Meta, Google or any other advertising platform; the advertising measurement described in section 5 is separate from it.

How long. We delete the advertising click identifiers 395 days (about 13 months) after the visit they came from. We delete the details you typed into a demo, webinar or contact form 24 months after you sent it. The rest of the record stays with your account and your practice until they are deleted, and the part kept with an enquiry stays with the enquiry until we delete the enquiry. You can object to this record at any time (see section 10).

Google user data

If you sign in with Google or connect your Google Calendar, we also process a limited set of data from your Google Account. Because Google user data carries specific obligations, we describe it separately and in full in section 2, “How Do We Handle Google User Data?” below.

2. How Do We Handle Google User Data?

In Short: If you choose to sign in with Google or to connect your Google Calendar, we access only your basic Google profile and, from your calendar, the times you are busy — not the descriptions, locations or attendees of your events. GreenNotes writes its own appointments into a separate GreenNotes calendar it creates, and can never change anything else in your calendar. We use all of this solely to operate the sign-in and calendar features you can see inside GreenNotes. We never sell this data, never use it for advertising, and never use it to train AI models. You can disconnect at any time, and we delete it when you do.

GreenNotes offers two optional integrations with Google: Sign in with Google and Google Calendar sync. Neither is required in order to use GreenNotes. You can register with an email address and password instead, and the calendar built into GreenNotes works whether or not you connect an external calendar.

This section sets out specifically what Google user data GreenNotes accesses, why we need it, how we store and protect it, who we share it with, and how you can withdraw access and have it deleted. It applies in addition to the rest of this Privacy Policy. Where any other part of this policy conflicts with this section, this section governs our handling of Google user data.

2.1 What Google user data we access, and why

We request the narrowest set of permissions (“scopes”) that will operate the features described below. Google displays these scopes to you on its own consent screen before any access is granted, and you decide whether to allow them.

For readability the scopes below are shown without their https://www.googleapis.com/auth/ prefix.

Google permission we requestGoogle user data we receiveWhy we need itWhere you see it in GreenNotes
openid and userinfo.emailYour Google Account identifier and the email address on that account, and whether Google has verified itTo create your GreenNotes account, to recognise you as the same user each time you return, and to send you service messages such as password, billing and security noticesThe Continue with Google button on the sign-up and sign-in screens at app.greennotes.co.za and in the iOS and Android apps
userinfo.profileYour name, and your profile picture and locale if your Google Account has them setTo show your name and picture in your GreenNotes profile and to your practice team, and to pre-fill your details at sign-up so you do not have to retype themYour profile page, and the team member list in your practice settings
calendar.app.createdNo data from your existing calendars. This permission is limited to a separate calendar named GreenNotes that the app creates in your Google Account, and to the appointments GreenNotes itself writes into itTo mirror your GreenNotes appointments into your Google Account as you book, move or cancel them, so they appear on your phone and laptop alongside everything else. It gives GreenNotes no ability to read or change any other calendarThe separate GreenNotes calendar in your Google Calendar, and the calendar connection controls in your GreenNotes settings
calendar.events.readonlyFrom the events in your primary Google calendar: the event identifier, its status, its start and end times and its free/busy status — and its title only if you switch on Show event titles in My Account. We do not receive event descriptions, locations or attendeesTo show your existing commitments as busy time in the GreenNotes calendar so that you do not double-book. This permission is read-only: GreenNotes cannot write to, edit or delete anything in your primary calendarBusy time on the Calendar screen in the web portal and in the iOS and Android apps

We request nothing beyond the above. In particular, we do not request access to Gmail, Google Drive, Google Contacts, Google Photos, Google Tasks, your Google Ads or Google Analytics accounts, or any other Google service, and we do not request Google Calendar permissions wider than the two described above — GreenNotes cannot read the descriptions, locations or attendees of your events, and cannot create, change or delete anything outside the separate GreenNotes calendar it makes. We never receive, see or store your Google password: authentication happens on Google’s own systems, and Google returns only an access token to us.

2.2 How we use Google user data

We use Google user data only to provide and improve the user-facing features listed in the table above, namely:

  • creating and authenticating your GreenNotes account, and keeping you signed in securely;
  • identifying you to your practice team and attributing the clinical records, notes and letters you create to you, as required for audit logging under POPIA;
  • reading the times you are busy in your primary Google calendar, so that GreenNotes can show those commitments next to your appointments;
  • creating a separate GreenNotes calendar in your Google Account and writing your GreenNotes appointments into it as you book, move or cancel them; and
  • sending you service communications about your account, and diagnosing faults in the sign-in or calendar integration when you report them to our support team.

We do not use Google user data for any other purpose. Specifically, we do not use it for advertising, marketing, profiling, credit assessment, resale, or to build any product other than the features you connected it for.

2.3 Limited Use of Google user data

GreenNotes’ use and transfer of information received from Google APIs to any other app will adhere to the Google API Services User Data Policy, including the Limited Use requirements. In plain terms, we commit to all four of the following:

  1. We limit our use of the data to the features you can see. Google user data is used only to provide or improve the sign-in and calendar features described in section 2.1, which are prominent in the GreenNotes interface.
  2. We limit who we transfer it to. We transfer Google user data to others only where it is necessary to provide or improve those features (for example, to the cloud hosting provider that stores it for us under a written processing agreement), to comply with applicable law, or as part of a merger, acquisition or sale of assets — and in that last case only after giving you notice and obtaining your consent.
  3. We never use it for advertising. Google user data is never used for serving advertisements of any kind, including personalised, targeted or retargeted advertising, and is never shared with advertising networks, data brokers or marketing platforms.
  4. We do not let humans read it. No GreenNotes employee or contractor reads your Google user data, except where you have given us your specific consent (for example, when you ask our support team to investigate a calendar problem on your account), where it is necessary for security purposes such as investigating abuse, where we are required to do so to comply with applicable law, or where the data has been aggregated and anonymised so that it no longer identifies you and is used for internal operations such as capacity planning.

Google user data is never used to train artificial intelligence or machine learning models. The Google user data described in this section is not sent to the AI providers listed in section 6, and is not used to train, fine-tune, evaluate or otherwise improve any AI or machine learning model, whether ours or a third party’s.

2.4 Who we share Google user data with

We do not sell, rent or trade Google user data, and we do not disclose it to third parties for their own purposes. We disclose it only in these limited circumstances:

  • Our infrastructure providers. Google user data is stored on our behalf by the cloud hosting, database and backup providers that run the GreenNotes platform. They act only on our documented instructions under written processing agreements, may not use the data for their own purposes, and are bound to confidentiality and security obligations.
  • Members of your own practice. Where you have joined a practice in GreenNotes, your name, profile picture and email address are visible to the other members of that practice, and appointments you book are visible to colleagues you have granted calendar access to. This is the shared-practice functionality you enabled, and it is controlled by the per-feature permissions in your practice settings.
  • Where the law requires it. We may disclose Google user data where we are legally compelled to do so, such as in response to a valid court order or a lawful request from a public authority.
  • Business transfers. If GreenNotes is involved in a merger, acquisition or sale of assets, Google user data may transfer to the acquiring party — but, as set out in section 2.3, only after we have given you prior notice and obtained your consent.

2.5 How we store and protect Google user data

  • Google user data is encrypted in transit using TLS whenever it moves between your device, Google and our servers, and it is encrypted at rest in our databases and backups.
  • The OAuth access and refresh tokens that let GreenNotes talk to Google on your behalf are stored encrypted, separately from your clinical records, and are readable only by the specific services that need them to perform a sync.
  • Access to the systems holding Google user data is restricted to the small number of personnel who need it to operate the platform, under role-based access controls. GreenNotes super-administrator accounts must use two-factor authentication.
  • We never receive or store your Google password, and we never ask you for it. If you revoke our access, our stored tokens stop working immediately.

2.6 How long we keep Google user data, and how to delete it

  • OAuth tokens are retained only for as long as your Google connection is active. The moment you disconnect Google Calendar or revoke access, the tokens are invalidated and deleted from our systems.
  • Calendar data read from Google is retained only while your calendar connection is active, so that the app can display your busy time. Of what we receive we store only each event’s start and end times, whether it is an all-day event, and its free/busy status — plus its title where you have switched on Show event titles. When you disconnect, the copy we hold is deleted within 30 days. Appointments you created in GreenNotes itself remain in GreenNotes, and the separate GreenNotes calendar in your Google Account stays under your control — you can delete it, or any appointment in it, in Google Calendar at any time.
  • Your Google profile and email address form part of your GreenNotes account record and are retained for as long as that account exists, and thereafter in line with section 7 of this policy.
  • Deleted data may persist for a limited period in encrypted backups until those backups expire. While it does, it is kept isolated from any further processing, as described in section 7.

You can withdraw our access to your Google data at any time, in either of two ways:

  1. inside GreenNotes, by opening your calendar settings and choosing to disconnect Google Calendar, or by deleting your GreenNotes account; or
  2. from your Google Account directly, at myaccount.google.com/permissions, where you can remove GreenNotes’ access to your account.

Withdrawing access does not affect the lawfulness of processing carried out before you withdrew it. If you would like us to confirm that your Google user data has been erased, or to request its deletion directly, email our Information Officer at david@greennotes.co.za and we will action and confirm the request.

2.7 Changes to how we use Google user data

If we ever wish to use Google user data for a purpose that is not described in this section, or to request additional Google permissions, we will update this section, notify you, and where the law or the Google API Services User Data Policy requires it, obtain your consent before the new processing begins.

3. How Do We Process Your Information?

In Short: We process your information to provide, improve, and administer our Services, communicate with you, for security and fraud prevention, and to comply with law.

We process your personal information for a variety of reasons, depending on how you interact with our Services, including:

  1. To facilitate account creation and authentication and otherwise manage user accounts
  2. To deliver and facilitate delivery of services to the user
  3. To respond to user inquiries and offer support to users
  4. To send administrative information to you about our products, services, and policy changes
  5. To request feedback and to contact you about your use of our Services
  6. To protect our Services including fraud monitoring and prevention
  7. To identify usage trends so we can improve our Services
  8. To understand how practices find GreenNotes, so that we can tell which of our channels and campaigns work (see “How you found us” in section 1)
  9. To comply with our legal obligations and exercise, establish, or defend our legal rights

4. When and With Whom Do We Share Your Personal Information?

In Short: We may share information in specific situations described in this section and/or with the following categories of third parties.

Vendors, Consultants, and Other Third-Party Service Providers. We may share your data with third-party vendors, service providers, contractors, or agents ("third parties") who perform services for us or on our behalf and require access to such information to do that work. The categories of third parties we may share personal information with are as follows:

  • Cloud hosting, database, storage and key-management services
  • User account registration and authentication services
  • AI transcription and documentation services
  • Email delivery and push-notification services
  • Medical-aid claims, electronic prescribing and calendar services, when a practice uses them
  • Payment processors
  • Data analytics, sales and marketing tools (for information about our own customers and website visitors, not patient information)

The providers that may process practice and patient information are named, with what they do and where, on our Sub-processors page.

Transfers of personal information outside South Africa

Our system of record, meaning the database and file storage, is hosted in South Africa (Google Cloud, Johannesburg). Some processing takes place in other countries:

  • AI-assisted transcription and documentation. Consultation audio, transcripts and clinical context are processed by Google Cloud in the European Union, with the United States as a fallback, and by Groq in the United States. Patient Overview summaries may be processed in any region where Google provides the service.
  • Email, notifications and internal alerts. Postmark (email), Apple and Google (push notifications) and Slack (internal alerts) process information in the United States.
  • Background services. Some background and email-dispatch services run in Google Cloud’s Belgium region.
  • Sign-up and sales automation. Details you give us when you sign up, and your progress through sign-up, are processed by Make.com in the European Union (Ireland). This does not include patient information.

The countries and providers currently involved are listed on our Sub-processors page.

Where we transfer personal information to a recipient outside South Africa, we do so in accordance with section 72 of POPIA. We require each recipient, by written agreement, to provide protection substantially similar to POPIA’s conditions for lawful processing, including restrictions on further transfers, or we rely on another basis that section 72 permits. For our AI providers these agreements are Google’s Cloud Data Processing Addendum and Groq’s Customer Data Processing Addendum, neither of which allows the provider to use the information to train its AI models. Section 9 of our Data Processing Agreement has further detail. Where a practice uses GreenNotes, the practice, as the responsible party, decides whether to use the features that involve these transfers, and informs its patients.

Business Transfers. We may share or transfer your information in connection with, or during negotiations of, any merger, sale of company assets, financing, or acquisition of all or a portion of our business to another company.

5. Do We Use Cookies and Other Tracking Technologies?

In Short: We may use cookies and other tracking technologies to collect and store your information.

We may use cookies and similar tracking technologies (like web beacons and pixels) to gather information when you interact with our Services. Some online tracking technologies help us maintain the security of our Services and your account, prevent crashes, fix bugs, save your preferences, and assist with basic site functions.

Consent first. When you first visit our website we show a cookie banner. The third-party analytics and advertising technologies listed below only set cookies or store identifiers if you choose “Accept”. Three of them send a cookieless measurement signal before you answer the banner: Ahrefs, which is cookieless by design; the Google tag, which runs in a cookieless “consent denied” mode until you accept; and a cookieless page-view ping to Meta, described below. None of these stores a cookie or an identifier for you on our website. Our own sign-up attribution, at the end of this section, works differently. You can change or withdraw your choice at any time using the floating cookie icon in the bottom-left corner of the site.

Microsoft Clarity. With your consent, we use Microsoft Clarity to understand how visitors use our website through heatmaps and session replays (mouse movement, scrolling and clicks). Clarity masks the content of text you type by default. For more information, see the Microsoft Privacy Statement.

Meta (Facebook) Pixel. We use Meta measurement to understand how effective our advertising is. This works in two stages.

  • Before you answer the cookie banner (and if you decline), each page you open sends a single cookieless ping to Meta recording that a visit happened. It tells Meta the address of the page you are on — including the advertising click identifier in the link if you arrived from one of our adverts — the page you came from, and, as with any request your browser makes over the internet, your IP address and browser user agent. It does not store a cookie or any identifier for you on our website, load any Meta software, or send GreenNotes account information such as your name, email address or telephone number, or any patient information. Like any internet request, though, it gives Meta your IP address and browser user agent, and — depending on your own relationship with Meta, for example cookies already in your browser from using Facebook or Instagram — Meta may be able to associate the request with you. If that concerns you, your browser’s third-party cookie and tracking-protection settings control it.
  • Only if you choose “Accept” do we load the full Meta Pixel, which sets Meta’s advertising cookie on your device and reports actions you take on our website (such as registering for a demo webinar or contacting us).

Meta Conversions API (server events). To measure our advertising, our servers also send some events to Meta directly:

  • When you create a GreenNotes account, we tell Meta that a sign-up and free trial started. This happens whether or not you accepted cookies. The event includes a hashed (SHA-256) copy of your account email address, which Meta can match to a Meta account, any advertising click identifiers in the link you arrived from, and your IP address and browser user agent. If you accepted cookies, it also includes Meta’s cookie identifiers.
  • If you accepted cookies when you signed up, we also tell Meta when your trial becomes a paid subscription, with the plan value, using the same hashed details.
  • When you submit our contact or webinar form and agree to it, we send Meta a similar event with hashed copies of the details you entered.

These events never include patient information.

For more information, see Meta’s Privacy Policy.

Leadfeeder. With your consent, we use Leadfeeder to identify the companies (not individuals) that visit our website, based on IP address, to inform our business-to-business sales outreach. For more information, see the Leadfeeder Privacy Policy.

Google Analytics & Google Ads. We use Google Analytics to understand how our website is used, and Google Ads to measure the effectiveness of our advertising (such as whether an advert led to a free-trial signup or a demo registration). The Google tag uses Google’s Consent Mode: until you accept cookies it operates in a cookieless, consent-denied state and stores no identifiers; if you accept, measurement cookies are set. For more information, see the Google Privacy Policy.

Ahrefs Analytics. We use Ahrefs Web Analytics for aggregate, privacy-friendly page statistics. It does not use cookies and does not track you across sites.

Currency detection (ipapi.co). When you open our home page or pricing page, your browser asks ipapi.co which country your IP address is associated with, so that we can show prices in rand or US dollars. This sends your IP address to ipapi.co whether or not you have answered the cookie banner. It sets no cookie, and we do not store the result. For more information, see the ipapi.co privacy policy.

Our own sign-up attribution (first party). Your browser keeps the record of how you found us (section 1) on our website and web portal:

  • Before you answer the banner, and if you decline, it is kept only in your browser tab’s session storage, which your browser deletes when you close the tab. This is not a cookie, and the record goes nowhere except to our web portal, in the link, when you follow one, and to us, with a demo, webinar or contact form you send (section 1).
  • If you choose “Accept”, it is also kept in your browser’s local storage, and the random identifier for your browser is set as the gn_aid cookie, which greennotes.co.za and app.greennotes.co.za share, so that a later visit, or a visit to the other site, adds to the same record. After you sign up, the web portal also sets a gn_rot cookie, so that the next sign-up on the same computer starts a fresh record, apart from a note of this browser’s first visit. Each cookie expires 395 days (about 13 months) after it was last set.
  • If you decline, or later withdraw your consent, we delete the saved copy and both cookies, and remove Meta’s browser identifier from the copy in your tab.

Declining cookies does not stop the record itself, because we rely on our legitimate interest for it rather than on your consent. Section 10 explains how to object to it.

6. Do We Offer Artificial Intelligence-Based Products?

In Short: We offer products, features, or tools powered by artificial intelligence, machine learning, or similar technologies.

As part of our Services, we offer products, features, or tools powered by artificial intelligence, machine learning, or similar technologies (collectively, "AI Products"). These tools are designed to enhance your experience and provide you with innovative solutions.

Use of AI Technologies

We provide AI Products through these third-party service providers:

  • Google Cloud (Vertex AI for notes, letters, summaries and document extraction; Speech-to-Text for transcription)
  • Groq (transcription)

Our AI Products

Our AI Products are designed for the following functions:

  • AI automation
  • AI document generation
  • AI translation
  • Image analysis
  • Text analysis
  • Natural language processing

How We Process Your Data Using AI

  • No model training. Our AI providers process information only to provide the feature being used. Under our agreements with them, they may not use it to train or fine-tune their AI models.
  • Retention by providers. We have configured Groq’s Zero Data Retention setting for transcription, so Groq does not retain consultation audio or transcription output as customer data after processing; it may keep usage metadata that contains neither. Data logging is turned off for Google Speech-to-Text on our project. For Gemini (Vertex AI), Google by default caches inputs and outputs in memory, for no more than 24 hours and within the processing region, to speed up responses, and may log prompts to detect abuse of its services, as section 4.3 of the Google Cloud Platform Terms of Service allows. Neither use is for training AI models.
  • Where it happens. Processing takes place outside South Africa, as described in section 4.
  • Improving transcription for a practice. When clinicians correct transcripts, GreenNotes may build a list of medical terms for that practice, such as drug and place names, to improve its future transcriptions. GreenNotes staff review suggested terms before they are used, which can show a reviewer the short passage of the transcript a term came from. That access is limited to authorised staff who need it for the review, is subject to confidentiality obligations and access controls, and is used only to improve transcription for that practice. A practice’s list is used only for that practice.
  • A clinician decides. AI output is a draft for the clinician to review. No decision about a patient is made by automated means alone.

Our AI Terms of Use describe these features in more detail.

7. How Long Do We Keep Your Information?

In Short: We keep your information for as long as necessary to fulfil the purposes outlined in this Privacy Policy unless otherwise required by law.

We keep personal information only for as long as it is needed for the purposes in this Privacy Policy, unless the law requires or permits a longer period. How long depends on the category of information and why we hold it:

  • Information we process for practices, including patient records, is kept and deleted as set out in our Data Processing Agreement: for as long as the subscription runs, then read-only for six months so that the practice can retrieve it, and then deleted.
  • Account, billing, contractual, security and company records may be kept for longer where that is reasonably necessary or the law requires it, for example for tax.
  • Website analytics and integration data are kept for the periods described in the relevant sections of this Privacy Policy.
  • The record of how you found us (section 1): we delete its advertising click identifiers 395 days after the visit they came from, and the details you typed into a demo, webinar or contact form 24 months after you sent it. The rest stays with your account and your practice until they are deleted, and the part kept with an enquiry stays with the enquiry until we delete the enquiry. Section 5 sets out how long your browser keeps its copy.

When we have no ongoing legitimate business need to process your personal information, we will either delete or anonymise such information, or, if this is not possible (for example, because your personal information has been stored in backup archives), then we will securely store your personal information and isolate it from any further processing until deletion is possible.

8. How Do We Keep Your Information Safe?

In Short: We aim to protect your personal information through a system of organisational and technical security measures.

We maintain technical and organisational safeguards appropriate to the nature and sensitivity of the information we process, as described further in our Data Processing Agreement. No information system can eliminate every security risk, so we cannot guarantee that unauthorised people will never defeat these safeguards. Customers also have responsibilities for securing their accounts, users and devices.

Security compromises

Where we act as an operator and become aware of a security compromise affecting personal information we process for a practice, we notify the practice in accordance with our Data Processing Agreement, so that it can meet its obligations under POPIA. Where we act as the responsible party, we make the notifications that POPIA requires of us.

9. Do We Collect Information from Minors?

In Short: Our users must be at least 18. Practices may keep records about patients who are children, and we protect that information as their operator.

GreenNotes is used by healthcare practices and their staff. We do not market to children, and you must be at least 18 years old to create an account. If we learn that an account belongs to someone under 18, we will deactivate it.

Practices may keep records about patients who are children. We process that information only as the practice’s operator, under our Data Processing Agreement, with the same protections as other health information. The practice, as the responsible party, is responsible for having a lawful basis for processing a child’s personal information under POPIA, including the consent of a parent or guardian where that is required. Questions can be sent to help@greennotes.co.za.

10. What Are Your Privacy Rights?

In Short: You may review, change, or terminate your account at any time, depending on your country, province, or state of residence.

Withdrawing your consent: If we are relying on your consent to process your personal information, you have the right to withdraw your consent at any time by contacting us using the contact details provided in the section below. However, please note that this will not affect the lawfulness of the processing before its withdrawal nor, when applicable law allows, will it affect the processing of your personal information conducted in reliance on lawful processing grounds other than consent.

Opting out of marketing and promotional communications: You can unsubscribe from our marketing and promotional communications at any time by clicking on the unsubscribe link in the emails that we send, or by contacting us. You will then be removed from the marketing lists. However, we may still communicate with you, for example, to send you service-related messages that are necessary for the administration and use of your account.

Objecting to sign-up and enquiry attribution: We keep the record of how you found us (section 1) on the basis of our legitimate interest, and you may object to it at any time by contacting our Information Officer (section 14). We will then delete its advertising click identifiers, any other copies of your marketing attribution that we hold and the enquiries you sent us through our forms, and mark the rest of the record so that it is left out of our reporting. To stop your browser keeping its copy, decline cookies and close the tab, or clear your browser’s storage for our sites.

Account Information

If you would at any time like to review or change the information in your account or terminate your account, you can email us at help@greennotes.co.za.

Upon your request to terminate your account, we will deactivate or delete your account and information from our active databases. However, we may retain some information in our files to prevent fraud, troubleshoot problems, assist with any investigations, enforce our legal terms and/or comply with applicable legal requirements.

11. Controls for Do-Not-Track Features

Most web browsers and some mobile operating systems and mobile applications include a Do-Not-Track ("DNT") feature or setting you can activate to signal your privacy preference not to have data about your online browsing activities monitored and collected. At this stage, no uniform technology standard for recognising and implementing DNT signals has been finalised. As such, we do not currently respond to DNT browser signals or any other mechanism that automatically communicates your choice not to be tracked online.

If a standard for online tracking is adopted that we must follow in the future, we will inform you about that practice in a revised version of this Privacy Policy.

12. Do Other Regions Have Specific Privacy Rights?

In Short: You may have additional rights based on the country you reside in.

Republic of South Africa

If you are a resident of South Africa, you have the right to access the personal information we hold about you and to request that it be corrected, updated, or deleted. If you wish to exercise this right, please contact us using the contact details provided at the end of this Privacy Policy.

In terms of the Promotion of Access to Information Act, 2000 (PAIA), you have the right to request access to records held by us. Our PAIA Manual, which contains details on how to submit a request for access to information, is available upon request or on our website.

If you are unsatisfied with the manner in which we handle any privacy concern or complaint, you have the right to lodge a complaint with the Information Regulator (South Africa):

Information Regulator (South Africa)

Physical AddressWoodmead North Office Park, 54 Maxwell Drive, Woodmead, Johannesburg, 2191
Phone010 023 5200 (toll-free 0800 017 160)

13. Do We Make Updates to This Privacy Policy?

In Short: Yes, we will update this policy as necessary to stay compliant with relevant laws.

We may update this Privacy Policy from time to time. The updated version will be indicated by an updated "Last updated" date at the top of this Privacy Policy. If we make material changes to this Privacy Policy, we may notify you either by prominently posting a notice of such changes or by directly sending you a notification. We encourage you to review this Privacy Policy frequently to be informed of how we are protecting your information.

14. How Can You Contact Us About This Privacy Policy?

If you have questions or comments about this policy, you may contact our Information Officer:

Information Officer

NameDavid Howe
Physical Address2nd Floor Shamrock Office Park, 97 York Street, George, Western Cape 6529

15. How Can You Review, Update, or Delete the Data We Collect from You?

Based on the applicable laws of your country, you may have the right to request access to the personal information we collect from you, details about how we have processed it, correct inaccuracies, or delete your personal information. You may also have the right to withdraw your consent to our processing of your personal information.

These rights may be limited in some circumstances by applicable law. To request to review, update, or delete your personal information, please contact us using the details provided above. For access to records held by us in terms of the Promotion of Access to Information Act, 2000, please refer to our PAIA Manual available upon request or on our website.