Data Management vs Retention | Voters

Data Management vs Retention

Is it possible to set a short data management period (e.g. 1 day) for a team to encourage real time documentation completion, while setting the retention of the transcript to be longer (e.g. 3 days for admin) to satisfy potential auditing and safety reporting. Enterprise request.

Heidi Team

Thanks for sharing this — really thoughtful enterprise use case.
Today our Compliance Tools let you set a single retention timeframe (1–90 days) with automatic consult deletion scheduling and deletion warnings, but we don’t currently offer separate “documentation completion/data management” vs “transcript retention” windows.
To make sure we capture what you need, could you clarify a couple of things?
1) What exactly should happen after 1 day for the team — should the consult become read-only, be hidden from clinicians, or be deleted unless marked complete?
2) For the longer admin-only window (e.g. 3 days), who should be able to access the transcript (admins only, compliance officers), and should clinicians lose access entirely?
3) Is the longer retention needed for the full transcript/audio, or just an audit trail + final note?
If you can share a quick example of your ideal workflow/policy (even bullet points), I’ll pass it along to the team.

1) Ideally the consult becomes hidden from standard user. Documentation should exist in primary clinical note, in real time, not in a parallel system. Even a draft note may exist in EMR, but not acceptable outside. Heidi is not an offline draft storage option. 
2) Admin (or level above basic user) only to have access. Enterprise can decide, however this is not for compliance or note monitoring. Simply mechanism if clinician has either specific issues with a template that can be addressed by local support, or shared with Heidi. Workflow may not allow clinician to do this in real time. Also allows any “concerns” with output to be reviewed by local steam to identify if it is a workflow, conversation, template or “other” that needs review. 
3) No audio. Just transcript and generated or final Heidi note. We do NOT want audio recordings.
This is to encourage timely clinical note completion, minimise clutter in busy accounts and provide a short fallback to catch transcripts for review should there be feedback or complaints from CLINICIANS.
Thank you!