Legal

Usage Policy

The allowed-use boundary for clinical recording, AI-generated drafts, security controls, and reviewed outputs.

At a glance

What this policy covers.

The scope of this document, the materials we publish here, and how to request anything that is not public.

Consent

01

Consent comes before capture

Use CortexaNote only with the consent, authorization, and clinical policies required by the organization and jurisdiction.

Boundary

02

No surveillance workflow

The product is for clinical documentation, not unlawful recording, non-clinical monitoring, or bypassing security controls.

Safety

03

Drafts are not final care

A qualified clinician must review generated content before diagnosis, treatment, billing, coding, or patient communication.

At a glance

Last updated 2026-05-25 / CortexaNote Legal / Clinical documentation workflow

The allowed-use boundary for clinical recording, AI-generated drafts, security controls, and reviewed outputs.

Purpose

The Usage Policy is the practical boundary for how clinicians, administrators, and authorized staff use CortexaNote. It is designed to keep documentation safe for patients, reliable for clinical teams, and consistent with the laws and professional standards that govern clinical practice.

AI as assistant, not authority

CortexaNote is built to assist clinicians with documentation, drafting, and workflow tasks. AI output is a starting point for clinical review, not a substitute for clinical judgment, diagnosis, treatment, prescription, coding, or patient communication. A qualified clinician remains the responsible source of truth for every note that enters the record.

Consent and notice

Before recording or processing an encounter, you must follow the consent, notice, authorization, and workplace policies required by your organization and jurisdiction. Practices should define how Recorder use is disclosed to patients and staff, and should disable capture when consent is not present.

Authorized clinical use

Use CortexaNote only for authorized clinical documentation, care-team administration, practice operations, and related support workflows. Do not use the platform for unlawful recording, non-clinical surveillance, emergency triage automation, autonomous diagnosis, automated coding without human review, deceptive prompts, harassment, or discriminatory decisions.

Prohibited uses

Generated content must be reviewed by a qualified clinician before it is relied on for diagnosis, treatment, billing, coding, referral, prescription, or patient communication. Do not submit fabricated patient data, synthetic identifiers intended to deceive the model, or inputs designed to elicit unsafe output.

Security and abuse

Do not attempt to bypass authentication, workspace permissions, rate limits, device controls, encryption, audit logs, or security review paths. Report suspected vulnerabilities to security@cortexanote.com rather than testing them against production data, and do not use the platform to attack other systems.

Model and content protections

Do not use CortexaNote output to train, fine-tune, or evaluate competing AI models. Do not use bots, scrapers, or automated tools to extract content beyond ordinary API use described in the agreement. Do not redistribute platform content outside the authorized clinical workflow.

Recorder handling

Recorder devices should be assigned, charged, stored, synced, and retired according to organization policy. Do not share devices across unauthorized workspaces, do not modify firmware, and do not leave captured clinical audio outside approved sync and deletion workflows.

EHR and sharing

Notes, transcripts, summaries, messages, and exports should be shared only with authorized systems and recipients. When using EHR, PMS, telehealth, or messaging integrations, you are responsible for confirming destination, patient match, and final content before release.

Translation and patient-facing drafts

Translation, summarization, and patient-facing drafts must be reviewed by someone fluent in both the source and target languages and qualified to communicate clinical content to the patient. Translations are aids to communication, not replacements for clinician judgment.

Issue reporting

Report inaccurate outputs, suspected adverse events, security issues, privacy concerns, or misuse through support@cortexanote.com or your organization administrator. CortexaNote may restrict access while investigating serious safety, abuse, or security signals, and may notify regulators or affected parties as required by law and contract.

Policy updates

This policy may change as CortexaNote adds new AI, Recorder, translation, communication, template, or integration capabilities. Continued use of the platform requires users and organizations to follow the current Usage Policy, the Terms of Use, the Privacy Policy, and the executed agreement that governs the deployment.

“The allowed-use boundary for clinical recording, AI-generated drafts, security controls, and reviewed outputs.”
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  • ctx_consent

    Cortexa AI, Inc. / 12 months / Both

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  • wos-session

    WorkOS, Inc. on behalf of Cortexa AI, Inc. / Session, refreshed while you stay signed in / app.cortexanote.com

    Encrypted sign-in session for the CortexaNote web app.

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    Cortexa AI, Inc. / 1 day / app.cortexanote.com

    Lets the CortexaNote browser extension authenticate with the account you are signed in to.

  • NEXT_LOCALE, sidebar_state, theme, workbench-pref:* (local storage), cortexa-app-download-splash-dismissed (session storage)

    Cortexa AI, Inc. / Language 12 months; sidebar 7 days; other values until you clear browser storage or the session ends / app.cortexanote.com

    Remembers display language, light or dark appearance, sidebar and panel layout, and whether the mobile app prompt was dismissed.

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    Cloudflare, Inc. / Session / cortexanote.com

    Bot and abuse protection on the Recorder checkout form.

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  • ctx_ga

    Cortexa AI, Inc. / 180 days / cortexanote.com

    Stores the Google Analytics client ID so a later sign-up on app.cortexanote.com can be attributed to the same website visit.

  • ph_<project key>_posthog and ph_* (cookie, local and session storage); ctx_checkout_experiment:* (local storage)

    PostHog, Inc. / PostHog: 12 months. Checkout experiment attribution: valid until checkout session expiry (24 hours by default); cleared on Analytics withdrawal. / Both

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    Meta Pixel browser identifier and Meta ad click identifier used to measure whether Meta ads lead to demo requests, checkout starts or Recorder orders.

  • ctx_attr (cookie), __ctx_attribution (session storage), ctx_ads_attribution_v1 (local storage in the app)

    Cortexa AI, Inc. / 90 days / Both

    Remembers the campaign and ad click identifiers (UTM parameters, gclid, fbclid) that brought you to Cortexa so a later sign-up or order can be attributed to that campaign.

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You can change or withdraw consent at any time from Cookie settings in the footer. Withdrawing stops the related cookies and processing from that moment; it does not affect processing that already took place.Cookie PolicyPrivacy PolicyPolicy version 2026-09-14

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  • ctx_checkout_visitor(ローカルストレージ)

    Cortexa AI, Inc. / サイトデータを削除するまで。ストレージが利用できない場合はページを閉じるまで。 / cortexanote.com

    N1・R1 の購入時に同じ購入画面を維持します。分析・広告用の識別子とは別のものです。

  • ctx_consent

    Cortexa AI, Inc. / 12 か月 / ウェブサイト・アプリ

    Cookie の選択内容(許可したカテゴリー、選択日時、表示されたポリシーのバージョン、同意の記録を確認するためのランダムな同意 ID)を保存します。

  • wos-session

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    CortexaNote ブラウザー拡張機能がログイン中のアカウントで認証するために使います。

  • NEXT_LOCALE、sidebar_state、theme、workbench-pref:*(ローカルストレージ)、cortexa-app-download-splash-dismissed(セッションストレージ)

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    Recorder 購入フォームのボット・不正利用対策。

外部サービスによる追加機能を利用するために使用します。現在の対象は YouTube の埋め込み動画です。オフの場合は動画の代わりに案内が表示され、再生を選択したときだけ動画を読み込みます。

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ウェブサイトとアプリの利用状況や動作状況を把握するために使用します。cortexanote.com では Google アナリティクスを、ウェブサイトとアプリでは PostHog による利用状況の分析と Datadog による動作監視を利用します。ウェブサイトでは、入力内容などを隠したうえで、PostHog による操作の記録・再生(セッションリプレイ)も行います。Datadog のセッションリプレイは無効です。オンにするまで使用しません。

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    Cortexa AI, Inc. / 180 日 / cortexanote.com

    app.cortexanote.com での後日の登録を同じサイト訪問に紐づけるため、Google アナリティクスのクライアント ID を保存します。

  • ph_<プロジェクトキー>_posthog、ph_*(Cookie・ローカル/セッションストレージ)、ctx_checkout_experiment:*(ローカルストレージ)

    PostHog, Inc. / PostHog:12 か月。購入画面の A/B テストの割り当て情報:購入セッションの有効期限まで(初期設定は 24 時間)。分析への同意を撤回すると削除。 / ウェブサイト・アプリ

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    Datadog, Inc. / 無操作 15 分、最長 4 時間 / ウェブサイト・アプリ

    ウェブサイトとアプリの動作監視とエラーの原因調査に使用します。ウェブサイトの Datadog セッションリプレイは無効です。

Google と Meta に掲載した広告がアカウント登録や Recorder の注文につながったかを測定し、訪問のきっかけとなった広告キャンペーンを記録します。オンにするまで使用しません。患者情報や診療内容を広告プラットフォームに提供することはありません。

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  • _fbp、_fbc

    Meta Platforms, Inc.(EEA・英国・スイスの利用者は Meta Platforms Ireland Limited) / 90 日 / cortexanote.com

    Meta の広告がデモ依頼、購入開始、Recorder の注文につながったかを測定するための Meta ピクセルのブラウザー識別子と広告クリック識別子。

  • ctx_attr(Cookie)、__ctx_attribution(セッションストレージ)、ctx_ads_attribution_v1(アプリのローカルストレージ)

    Cortexa AI, Inc. / 90 日 / ウェブサイト・アプリ

    後日のアカウント登録や注文と広告キャンペーンを紐づけるため、Cortexa への訪問のきっかけとなったキャンペーンと広告クリックの識別子(UTM パラメーター、gclid、fbclid)を保存します。

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    Google LLC(EEA・英国・スイスの利用者は Google Ireland Limited) / 90 日 / cortexanote.com

    登録や購入などの成果と広告を紐づけるため、Google 広告のクリック識別子を保存する Cookie(コンバージョンリンカー)です。

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