Arbol keeps what your team and your patients give it as they use the applications. All of it belongs to your organization: other organizations don’t see it. This page says what each application keeps and where you see it.
About your patients
Raíz
| What it keeps | What it includes | Where you see it |
|---|---|---|
| Conversations | Every call and chat your agents handle by phone, WhatsApp or your website’s chat: the messages and who wrote each one (the agent, the person or your team), the images, documents and voice notes the person sent, and the tools the agent used with their result. | Conversations |
| Call recordings | The audio of each call, kept with its transcript, only if the agent has Record calls turned on. | The call’s conversation |
| What the AI extracts | When a conversation closes: its summary, outcome, mood, Captured data (such as a preferred date) and evaluations. | The conversation’s side panel |
| People | The name, phone numbers, emails and ID documents of everyone who contacts your clinic, their captured data and their Traceability: everything that happened with them, in order. | People |
| Call campaigns | Whom each campaign called and how each call ended. | Reports › Campaigns and Conversations |
| Block list | The numbers no agent may answer or contact, with their reason. | Settings › Block list |
On calls, the agent can hide in the transcript the numbers the person dials on the keypad, with Hide numbers entered on the keypad. See Agent settings.
Agenda
Agenda’s screens are in Spanish; the labels below are as you see them.
| What it keeps | What it includes | Where you see it |
|---|---|---|
| Patients | Each patient’s record: name, ID document, phone, email, payer, date of birth, address, your institution’s own fields and the Aviso importante para el equipo (important notice for the team). | Pacientes |
| Appointments | Who, when, with which professional and at which site; their status, who booked them and whether they were rescheduled. | The agenda and the patient’s record |
| Notes | What the team writes about the patient, with who wrote it and when. | The record’s Notas tab |
| Files | Orders, authorizations, results and photos of the ID document, as PDF or image, if your institution uses documents and authorizations. | The record’s Archivos tab |
| Waiting list | Patients waiting for a time slot, with what they need and when they can come, if your institution uses it. | Lista de espera |
See Update a patient’s record.
Ámbar
Ámbar keeps the population that payers (EPS) assign to your provider (IPS), with a single record per person: their cohorts, their pending care, their cases, clinical alerts and medical authorizations, each decision with its evidence and date, and the clinical and administrative information your organization uploads or connects. See Find a patient and review their record.
Arbi
- Your conversations with Arbi stay in its History.
- Arbi saves notes in its Memory only when you ask it to.
- What you share with The whole organization is seen by everyone in your organization, whatever their role.
About your team and your organization
| What it keeps | What it includes |
|---|---|
| Your account | Your name, email, organizations and role in each application. The privacy policy says this data is managed through an authentication provider. |
| What each person does | Many actions are recorded with the name of whoever did them: who booked an appointment, who corrected a piece of captured data, who deleted a person in Raíz. |
| Settings | Agents with their instructions and knowledge; services, professionals, schedules and sites; and what your institution uploads for its agent. |
| Billing | Your organization’s billing details, invoices and payments. |
| Integrations | Your organization’s connections with insurers and clinical systems. |
What Arbol doesn’t keep or doesn’t show
- You type your password only on Arbol’s sign-in page. Raíz, Agenda, Ámbar and Account never receive it. See Sign in to Arbol.
- Full card numbers. According to the privacy policy, payments are processed by a payment provider and Arbol never sees or stores full card numbers.
- Integration credentials can’t be read back. They’re stored encrypted when the connection is made, and nobody, neither your team nor Arbol’s, can see them afterwards.
- An API key is shown only once, when it’s created. See Create an API key.
- Links to Raíz’s recordings and files expire within minutes (an hour at most). If you copy a recording’s link and paste it elsewhere, it stops working. To share a conversation, use the PDF report and the rules in Safe use.