Telephone recording policy


Health Bridge Medical Limited (trading as ZAVA ) has a telephone system used by the Customer Support (CS) teams that can record conversations. Like many other organisations, recording phone calls is a standard practice that ZAVA uses for quality monitoring, training, compliance, and security purposes.

Calls are kept on the server for a period of 30 days. After 30 days they will be automatically deleted unless kept longer for the purposes specified in this policy.

Recordings will only be used for the purposes specified in this policy. If calls are transferred from CS to a doctor, the call recording will stop once the call is successfully transferred.

Purpose of this telephone recording policy

In order to maintain high standards and protect the public and staff, we want to record all telephone calls received by the CS team. We'll keep them for a limited period of time (30 days), or longer as applicable.

We shall ensure that the use of these recordings is fair and that we comply with the requirements of the relevant legislation. This includes:

  • General Data Protection Regulation 2018
  • Data Protection Act 2018
  • Human Rights Act 1998

Scope of policy

All calls made to the CS teams will be recorded. The caller will be able to object to the processing, or restrict the processing, by notifying CS on the phone, or by sending an email.

Under normal circumstances a call will not be downloaded or kept for longer than 30 days unless:

  • it is necessary to investigate a complaint
  • there is a threat to the health and safety of staff or visitors, or for the prevention or detection of crime
  • it is necessary to check compliance with regulatory procedures
  • it will help standards in call-handling through use in training and coaching our staff

If downloaded for any of the above purposes they will be deleted once the recording's use is complete, that is once a formal HR investigation is over, or the file has been sent to the police.

Collecting information

Personal data collected in the course of recording activities will be processed fairly and lawfully in accordance with data protection law. It will be:

  • adequate, relevant, and not excessive
  • used for the purpose(s) stated in this policy only and not used for any other purposes
  • accessible only to those with defined responsibilities, with this access being enabled/disabled upon authorisation of the Chief Operating Officer or managers of CS
  • treated confidentially
  • stored securely
  • not kept for longer than necessary and securely destroyed once the issue(s) in question have been resolved, for example, deleted after an HR investigation is complete
  • password-protected if downloaded, for example to share with HR for formal investigation of conduct

Advising callers that calls are being monitored/recorded

Where call recording facilities are being used, the caller will be informed that their call is being recorded for quality, training, security, and compliance purposes.

Data deletion requests

If a patient requests that all of their data be deleted, recorded phone calls will be automatically deleted after 30 days, which falls within the timeframe for data requests.

For recordings kept for investigation purposes, recordings will still be kept as long as necessary to carry out the investigation.

If kept for training purposes, when retained beyond the 30 days period, the data will be anonymised to the extent possible and the need for the data will be reviewed after 6 months and deleted as necessary, or when the patient requests deletion of the data.

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