Privacy

Privacy policy

Two kinds of data pass through this business: information about you as a business contact, and case data about your practice. They are treated differently.

Section 01

What we collect

CategoryExamplesWhy
Contact dataName, work email, practice name, stateTo respond and to run the account
Account dataLogin identifiers, role, last loginAccess control and audit
Case data (PHI)Pseudonymous case recordsTo compute your report, under BAA
Usage dataPages viewed, features usedTo see what is worth building

Case data is protected health information and is governed by the executed Business Associate Agreement and our HIPAA page, which control over this policy wherever they differ.

Section 02

What we do not do

  • We do not sell personal information or case data.
  • We do not share identifiable data with any third party except with your explicit, per-transaction, written consent.
  • We do not use your case data to advertise to you or anyone else.

Benchmarks we publish are aggregated across practices and carry a stated denominator. No practice is identifiable in a benchmark figure.

Section 03

Service providers

We use vendors for hosting, database, email, and payment processing. Each is bound by contract to handle data only on our instructions, and any vendor touching PHI is under a Business Associate Agreement. Current subprocessor list: SUBPROCESSOR LIST PENDING.

Section 04

Retention

Contact and account data is retained while your account is active and for RETENTION PERIOD PENDING afterward. Case-level data follows the schedule on the HIPAA page. Computed report snapshots are retained as the longitudinal record unless you ask us to remove them.

Section 05

Your choices

  • Ask what we hold about you and get a copy.
  • Correct anything inaccurate.
  • Have your data deleted, subject to legal retention obligations.
  • Unsubscribe from any email we send, in one click.

Write to PRIVACY EMAIL PENDING or use the contact page.

Section 06

Cookies

We use the cookies required to keep you signed in and a minimal analytics measure of page views. We do not run third-party advertising trackers. Current analytics provider: ANALYTICS PROVIDER PENDING.

Section 07

Changes and effective date

If this policy changes materially we will say so on this page and, for account holders, by email. Effective date: EFFECTIVE DATE PENDING.