Nota's Privacy Policy

Your privacy is very important to us, because it is your data. This Privacy Policy describes how we handle and secure information collected by Nota. The only times we will access your account is to help with a problem you are experiencing or if it is required for us to fix our software. We log all accesses to all Nota accounts, so we can verify no unauthorized access occurs to your account.


When you sign up for Nota, we ask for your name, practice name, and email address. We use this information to personalize your new account, send you invoices, updates, or other essential information. We will never sell your personal information to third parties and we will never use your name, or your company name, in promotional statements without first getting your explicit permission.

If you write us with a question, or to ask for help, we will keep the content of our exchange and the email address for future reference. When you browse our marketing pages, we will track your browsing activity for statistical purposes, like conversion rates. We also store any information you volunteer from surveys or questionnaires.

The only times we will ever share your information:

  • With your permission, to provide products or services you've requested.
  • To investigate, prevent, or take action regarding illegal activities, suspected fraud, situations involving potential threats to the physical safety of any person, violations of our Terms of Service, or as otherwise required by law.
  • If Nota is acquired by or merged with another company we will notify you well before any information about you is transferred and becomes subject to a different privacy policy.


Locality will never hand your data over to law enforcement unless a court order requires us. We will reject requests from local and federal law enforcement if they seek data without a court order. Unless we are legally prevented from it, we’ll always inform you when such requests are made.


We sometimes ask users to provide feedback to help us improve our operations. We will let you know in advance how we will use any survey or feedback. You should exercise care in selecting the information that you share in a survey or feedback communication. We strongly recommend against providing us any personal health or other sensitive information that could be traced to you or any other individual.

The Nota application allows you to store personal and health information (“Records”), including Records that identify other individuals, including other users. The Nota application allows you to share all or portions of these Records at your discretion.

You should be aware that this Policy covers only the information you submit through the Nota application or the information that is provided to you via the Nota website. If you exchange or transmit information through any means other than the Nota website, such activity is not covered by this Policy.

Because the Nota application allows users to share information, you should take care in selecting the persons with whom you share your Records. Although Nota processes and facilitates such transmissions, Locality does not take responsibility for the actions of other users or persons with whom you share your Records.

Confidentiality of Health Information: Some of our users are subject to laws and regulations governing the use and disclosure of health information they create or receive. Included among them is the Health Insurance Portability and Accountability Act of 1996 (“HIPAA”), the Health Information Technology for Economic and Clinical Health of 2009 (“HITECH”), and the regulations adopted thereunder. When Locality stores, processes or transmits “individually identifiable health information” (as such term is defined by HIPAA) on behalf of a health care provider who has entered a Healthcare Provider User Agreement, we do so as its “business associate” (as also defined by HIPAA). Under this agreement, Locality is prohibited from using individually identifiable health information in a manner that the provider itself may not. Locality is required to, among other things, apply reasonable and appropriate measures to safeguard the confidentiality, integrity and availability of individually identifiable health information we store and process on behalf of such providers. Locality is subject to laws and regulations governing the use and information of certain personal and health information, including HIPAA, when it operates as a business associate of a healthcare provider.

We provide you with access to the information you submit and the means to update it. Unless you are an administrator that has administrative rights over another user’s account, you are not entitled to review another user’s personal information or Records. Accordingly, you will not be able to access, update or delete that shared information pursuant to this Policy for information that you share with another user or other party through the Nota application. Others may also submit personal information that identifies you (for example, when submitting medical family history). You will also not be able to access, update or delete that information pursuant to this Policy. Certain users—such as healthcare providers—may be required under HIPAA and other applicable laws to retain such information for extended periods of time. We will continue to retain such information on their behalf. Patients should submit requests to access or correct their health information directly to their providers.


Locality may update this policy over time. We will post such changes along with their effective date on this page, notify you of significant changes by emailing the account owner or by placing a prominent notice on our website. You can access, change or delete your personal information at any time by contacting Your use of the Nota website, including the continued storage of your information on Nota systems, following any such change constitutes your agreement that all information collected from or about you through the Nota website will be subject to the terms of the revised Policy.