How do AI agents handle patient data in a dental practice?
Shoutout Agents’ agents work inside your advertising and website accounts. They do not read clinical notes, the appointment book or My Health Record, and they have no access to your practice-management system.
This page describes how Shoutout Agents works. It is not legal advice.
What the agents can see, and what they cannot
Your advertising and website data on one side. Your patients’ records on the other. Shoutout Agents has no access to the second side, and does not ask for it.
Your own advertising and website accounts, under your billing. The accounts stay yours.
The practice’s own systems and records. They stay with the practice and its team.
- Keywords and search terms
- Bids and budgets
- Ad copy, changed inside the rules
- Landing-page behaviour
- Enquiry counts
- Practice-management system
- Appointment book
- Clinical notes and X-rays
- Patient files
- My Health Record
- Medicare numbers
- Healthcare identifiers
- Health-fund numbers
What the agents change, and what waits for your OK
The budget is agreed with you, and the agents can raise ad spend by up to 10% a day when the data shows it will help; a bigger rise waits for your OK in the dashboard, and every rise shows there with its reason. Only a campaign you asked for and an ad spend rise over 10% a day wait for your OK in the dashboard.
Inside hard limits
Bid and budget moves. The agent makes the change, and it is written to the change log, with the reason.
Waits for your OK
Only a campaign you asked for and an ad spend rise over 10% a day wait for your OK in the dashboard.
Every change is logged
Every change, approved or automatic, is written to the change log with the reason. You can read it at any time.
What you keep if you stop
Shoutout Agents works inside your accounts, with the access you grant. If you stop, nothing has to be rebuilt.
- Your Google Ads and Meta accounts
- The campaigns
- The keyword lists
- The landing pages
- The change log
We remove our access within 5 business days.
Plans are month to month, with 30 days notice.
Enquiries and call recordings are deleted within 30 days of leaving.
What the rules say, and what we do
A short reading of public guidance, with a link to each source. It is not legal advice; your own adviser has the final word.
| The rule | In plain words | What Shoutout Agents does |
|---|---|---|
| Privacy Act 1988OAIC: health service providers | A dental practice is a health service provider, and dental records are health information. Health information is sensitive information, with stricter rules than other personal information. | Keeps the patient record out of the marketing work. The less health information there is in the ad and website accounts, the less there is to protect. That is a design choice; the law still applies. |
| APP 6: use and disclosureOAIC: commercial AI products | Use personal information for the reason it was collected, unless the person agrees or another allowed reason applies. For health information, a second use has to be directly related to the first. | An enquiry from the website goes to your front desk, so the practice can answer it. Your practice owns the enquiry records. |
| APP 3 and APP 10: what an AI tool createsOAIC: commercial AI products | If an AI tool creates or infers information about a person, that counts as collecting it, and it has to be accurate. A wrong answer about a person is still personal information. | The agents work with advertising and website data, not with facts about patients. |
| APP 11: security and keepingOAIC: APP 11 | Personal information that is held has to be protected. When it is no longer needed, it has to be destroyed or de-identified. | Enquiries and call recordings are kept while your practice is a client, and deleted within 30 days of leaving. |
| Public AI toolsOAIC: commercial AI products | The OAIC says not to enter personal information, and especially health information, into public generative AI tools. A public chatbot has to be clearly shown to be a chatbot. | Patient records, clinical notes and the appointment book never go into an AI tool: the agents cannot reach them. |
| My Health RecordOAIC: My Health Record | The My Health Records Act limits who can collect, use and disclose information in a My Health Record. A breach can bring a civil or criminal penalty. | Does not ask for My Health Record access and does not take information from it. |
| Healthcare identifiersOAIC: healthcare identifiers | The Healthcare Identifiers Act sets a high standard for using a healthcare identifier. Misuse can bring a penalty. | Our agents do not ask for a Medicare number, a healthcare identifier or a health-fund number. |
| TGATGA: AI and medical device software | Software that suggests a diagnosis or a treatment can be a regulated medical device, whatever technology it uses. | The agents do not do that job. |
| AhpraAhpra: advertising summary | Ahpra’s advertising rules apply to anything that promotes the practice. The practitioner stays responsible. | Agents make changes inside hard limits. Every change is logged with before, after and why, and checked about 4 weeks later. People at Shoutout set the rules, answer you and own the result. Read our Ahpra guide. |
Read on 9 October 2026. Sources are the Office of the Australian Information Commissioner (OAIC), the Therapeutic Goods Administration (TGA) and Ahpra.
Questions about AI and patient data
If your question is not here, ask it in your strategy session.
Do you log into our practice-management software?
No. Shoutout Agents has no access to practice-management systems and does not ask for it.
The agents work in your advertising and website accounts only. The practice-management system holds things a marketing agency has no reason to see:
- The appointment book and the diary.
- Clinical notes, X-rays and patient files.
- Recall and reminders to patients.
Those stay with your own software and your own team. The agents do not book, because they cannot reach your appointment book.
Can an agent read clinical notes or X-rays?
No. The agents cannot reach clinical notes, X-rays or patient files.
They work with advertising and website data: keywords and search terms, bids and budgets, ad copy, landing-page behaviour and enquiry counts. All of it sits in your own ad and website accounts.
Clinical records are on the other side of the line. They live in your practice’s own systems, and Shoutout Agents has no access to those systems.
Keeping the record out of the marketing work is a design choice. The less health information there is in the ad and website accounts, the less there is to protect.
Can an agent see My Health Record?
No. Shoutout Agents does not ask for My Health Record access and does not take information from it.
The My Health Records Act limits who can collect, use and disclose the information in a My Health Record. A breach can bring a civil or criminal penalty.
A marketing agency is not a patient’s treating provider, so there is no reason for our agents to see the record. We do not claim any link to My Health Record, or any special status under the Act.
Read the OAIC’s page on My Health Record for how the system works.
Do you collect Medicare numbers or healthcare identifiers?
No. Our agents do not ask for a Medicare number, a healthcare identifier or a health-fund number.
None of them is needed for marketing work. If a person books, your front desk can ask for them later, inside the practice’s own systems.
The agents work only with advertising and website data: keywords and search terms, bids and budgets, ad copy, landing-page behaviour and enquiry counts. All of it sits in your own ad and website accounts. The agents cannot reach clinical notes, X-rays or patient files.
Healthcare identifiers carry their own law. The Healthcare Identifiers Act sets a high standard for using them, and misuse can bring a penalty.
Is a name and a phone number “patient data”?
It is personal information under the Privacy Act, even before the person becomes a patient.
Personal information is information about a person who is identified, or who can reasonably be identified. A name and a phone number are. So the details a visitor types into a website form need care from the first message.
It becomes more sensitive when health comes in. If the visitor describes a symptom or a treatment, that message can be health information, which the Privacy Act treats as sensitive information, with stricter rules.
Do you record phone calls?
The agents do not answer calls. Calls from the ads are recorded, with a notice at the start of each call.
Your front desk answers the phone, as it does today. The recording notice plays first, so the caller knows before the conversation starts.
Recordings are kept while your practice is a client, and deleted within 30 days of leaving.
On our own website, we publish only scripted demonstration calls, labelled as demonstrations. We never publish a recording of a real patient.
If you have a question about a recording of one of your own calls, ask your account lead.
Is patient data used to train a model?
No. The agents cannot reach patient records, so none of that data is used to train a model.
This matters to patients. In a September 2026 speech, the Australian Information Commissioner described an OAIC survey in which 93 percent of people said it is not fair for organisations to use personal information to train AI.
The OAIC also says organisations should not enter personal information, and especially health information, into public generative AI tools.
The rest of the record never gets that far. Patient records, clinical notes and the appointment book never go into an AI tool, because the agents cannot reach them.
How long do you keep an enquiry?
While your practice is a client. Enquiries are deleted within 30 days of you leaving.
The same applies to call recordings from the ads.
- While you are a client: enquiries and call recordings are kept.
- When you leave: they are deleted within 30 days.
The rule behind this is APP 11. Personal information that is held has to be protected. When it is no longer needed, it has to be destroyed or de-identified.
Your practice owns the enquiry records throughout.
Who owns the enquiry records, the practice or Shoutout Agents?
Your practice owns the enquiry records.
The enquiries from your website and the call recordings from the ads belong to the practice.
Your practice is a health service provider, so the Privacy Act covers it. The duties that come with an enquiry stay with the records: protecting them, keeping them only as long as they are needed, and answering a person who asks about their own information.
The accounts the agents work in, such as your Google Ads and Meta accounts, belong to your practice too.
What do we get back if we stop, and when is our access removed?
You keep everything in your accounts, and we remove our access within 5 business days.
What you keep:
- Your Google Ads and Meta accounts.
- The campaigns and the keyword lists.
- The landing pages.
- The change log, with every change and the reason for it.
Plans are month to month, with 30 days notice. Enquiries and call recordings are deleted within 30 days of leaving.
The accounts were always yours. Shoutout Agents works inside them with the access you grant, so when you stop, nothing has to be rebuilt or handed back. We remove our own access, and the work stays where it is.
Who approves a message that mentions a treatment or a price?
Agents apply the rules to messages about treatments or prices and log every change.
Agents publish changes inside the rules. Only these two changes wait for your OK:
- An ad spend rise over 10% a day
- A campaign you asked for
Inside hard limits, the agents move bids and budgets on their own, and they can raise ad spend by up to 10% a day when the data shows it will help; a bigger rise waits for your OK in the dashboard, and every rise shows there with its reason. Every change, approved or automatic, goes into the change log with the reason.
Is this page legal advice? Who do we call with a privacy concern?
No. This page describes how Shoutout Agents works. It is not legal advice.
It explains what our agents can see, what they cannot, and who approves their work. For your own practice’s obligations, ask your own adviser. They can also tell you whether your own website and forms meet the rules.
For a privacy concern about Shoutout Agents:
- Use the details on contact us.
- Read our privacy policy.
You can also contact the Office of the Australian Information Commissioner, which handles privacy complaints.
Ask about your data before you sign
Book a free 30-minute strategy session, by video or phone. Bring your privacy questions; we show you which accounts the agents work in, and which they never see.
A person replies within 1 business day.


