Privacy Policy

Scope of this policy#

This section is placeholder copy. It shows the reading rhythm, measure, and spacing of the document template so the final language can be dropped in without layout work.

This policy covers information collected through this website and through the Confidante platform when a practice uses it to run its front office. It explains what is collected, why, and the choices available.

Information we collect#

Information provided directly

Business contact details submitted through demo requests, forms, and email, along with account information for users the customer authorizes.

Information collected automatically

Device and usage information such as pages viewed, referring source, approximate location derived from IP address, and product events that show how features are used.

Health information#

How information is used#

• to provide, secure, and improve the platform;
• to respond to inquiries and support requests;
• to measure and improve marketing;
• to meet legal and contractual obligations.

How information is shared#

Information is shared with service providers that host infrastructure, deliver email, and provide analytics, each under contract and only for the purposes described here. Information is not sold.

Cookies and analytics#

Cookies keep the site working and help measure traffic. Browser settings can block or delete them, though some parts of the site may then behave differently.

Data retention#

Information is kept for as long as needed for the purposes above and for the periods required by contract or law, then deleted or de-identified on the retention schedule.

Security#

Access controls, encryption in transit and at rest, logging, and vendor review protect the information described here. No system is perfectly secure, and suspected issues should be reported to the address below.

Your privacy rights#

Depending on where the individual lives, they may have the right to request access to their information, correction, deletion, or a copy in a portable format, and to appeal a decision about such a request.

California residents have additional rights under the CCPA and CPRA, including the right to know the categories collected and to opt out of sharing for cross-context behavioral advertising.

Children#

This website is intended for business use and is not directed to children.

Information handled in the United States#

Information is processed and stored in the United States. Anyone accessing the site from elsewhere should be aware that local data protection rules may differ.

Changes to this policy#

This policy may be updated as practices change. Material changes will be posted here with a new effective date.