Data Deletion Instructions
This page explains how data held in CareXCrm is deleted. It also contains the data deletion instructions required by Meta Platforms for clinics that use the Facebook / Instagram / WhatsApp connection.
1. Data received through the Facebook / Meta connection
If your clinic used "Connect with Facebook", CareXCrm stores the page ID, the page access token and the enquiries received from Lead Ads forms. To delete this data:
- In the clinic panel go to Settings › Integrations › Meta Lead Ads and click "Disconnect Facebook". The page access token and page mapping are deleted immediately and new leads stop flowing.
- Lead records already imported can be deleted from the panel individually or in bulk.
- On the Facebook side you can remove the CareXCrm app under Settings & privacy › Settings › Business integrations.
2. Deleting the clinic account and all its data
- The account administrator sends an e-mail titled "Account deletion request" from the registered e-mail address to info@carexcrm.com.
- After identity verification the request is processed within 7 business days. The clinic's database, uploaded files and integration tokens are deleted.
- Backup copies are cleared automatically within 14 days at the latest. Data subject to legal retention duties, such as invoice records, is kept separately for the period required by law.
- The requester is notified by e-mail when deletion is complete.
3. Deleting an individual patient's or lead's data
The clinic is the controller of patient and lead data. Individuals should send deletion requests directly to the clinic concerned. When the clinic files a "deletion request" in the panel, the record is locked for 30 days (no editing, no messaging); this period allows accidental requests to be cancelled. At the end of the period, personal data (name, contact details, notes, messages, files, medical data) is permanently deleted; quote and invoice records are kept without the person's name because of legal retention duties. Individuals who cannot reach the clinic may write to info@carexcrm.com; CareXCrm forwards the request to the clinic and follows it up.
4. Application records
Clinic applications that are not approved or not completed (name, phone, e-mail) are deleted within 30 days. Write to the address above if you would like them deleted sooner.