> ## Documentation Index
> Fetch the complete documentation index at: https://docs.getrivet.ca/llms.txt
> Use this file to discover all available pages before exploring further.

# Your data export

> Per-session PDF inside the app; a full-account export by email request.

PHIPA gives you, as the health information custodian, the right to access
the records of personal health information your agent (Rivet) holds on your
behalf. PIPEDA gives you, as a Rivet customer, equivalent rights to your
own account data.

## Per-session PDF — inside the app

For a single session's notes and any clinical templates you used in that
session, you can generate a PDF from the session-summary screen.

<Steps>
  <Step title="Open the session in your inbox or session history">
    Each completed session lives at the same place — inbox thread for
    voicemails and SMS, video history for video sessions.
  </Step>

  <Step title="Tap Export → PDF">
    Generates a single PDF bundling the session metadata (date,
    duration, client identifier), every clinical template you completed
    during the session, and your session note.
  </Step>

  <Step title="Save or share">
    The PDF arrives on your device. From there, paste into your EHR,
    drop into a shared drive, or email it to yourself.
  </Step>
</Steps>

This is the most common export. Most practitioners use it to move a
session's record from Rivet into their EHR — Jane, OWL Practice,
PracticeBetter, whatever they're billing through.

See [Exporting notes](/documentation/exporting-notes) for the full
walkthrough including the clipboard path and what's in the
session-summary PDF.

## Full-account export — by email request

For everything Rivet holds about your account, email
**[hello@getrivet.ca](mailto:hello@getrivet.ca)** with the subject line **"Data export request"**.
We'll respond within five business days with a download link to a
single archive containing:

* Your account profile (practice name, email, cell, signup metadata).
* Every voicemail in your inbox, with the audio file, transcript, and
  metadata as a separate row.
* Every SMS conversation, with thread metadata and individual messages.
* Every completed assessment on the client's record — item-by-item
  answers, scores, and severity bands.
* Every session note on the client's record — signed notes and unsigned
  drafts, labeled by status.
* Every billing event tied to your account (a CSV summary;
  full records are available in your billing portal).

The format is a zipped folder of CSVs and PDFs, structured so a
clinician without a tech background can browse it and a tech-savvy
practice manager can search through it.

We make this manual on purpose. Automating it would mean exposing an
"export everything" URL, which is exactly the kind of attack surface we
don't want sitting unused 364 days a year for the one day you need it.
A human-touched request is slower; it's also safer.

## What we DON'T hold

A few categories of data we genuinely don't have, so we can't export
them:

* **Call recordings.** Rivet doesn't record calls. Only voicemails
  are recorded — calls themselves are real-time and not captured. There
  are no call recordings to export.
* **Video session recordings.** Rivet doesn't record video sessions.
  Designed in. See [Privacy + security](/privacy/index) for the full
  posture.
* **Whiteboard or in-session drawings.** These are ephemeral by design;
  they exist for the duration of the session and aren't archived to
  the server.
* **Per-field ✎ annotations.** These are a private scratch layer you can
  add beside individual fields during a session. They stay local to your
  device and aren't stored on our servers. Export them as part of your
  clipboard copy or PDF before you close the session if you want them in
  the archive.

## How long Rivet keeps your data

By default, Rivet retains operational records (voicemails, SMS, session
metadata) for as long as your account is active, plus the period
required by Canadian health-records retention rules where applicable.
After cancellation, see [Canceling your account](/account/canceling-your-account)
for the deletion timeline.

If you want a custom retention policy for your account — say, automatic
purging of voicemails older than 30 days for a higher-volume practice
— email us. It's not a self-serve setting, but we can set it up
manually.

## Related articles

<CardGroup cols={2}>
  <Card title="Exporting notes" icon="file-export" href="/documentation/exporting-notes">
    The in-app session PDF and clipboard paths in detail.
  </Card>

  <Card title="How Rivet handles your data" icon="shield-check" href="/privacy/index">
    What lives where, how long it stays, and your role as custodian.
  </Card>
</CardGroup>