Information we collect
When you request an assessment or contact us, we collect the details you choose to provide, such as your practice name, provider count, business email, phone number and message. If you use the site assistant, we receive the messages you type into it. Like most websites, our hosting provider may also process basic technical data such as IP address, browser type and pages visited.
Please do not send patient information
This website, its forms and the site assistant are not designed to receive protected health information (PHI). Please do not include patient names, dates of birth, record numbers or clinical details. If an engagement requires access to patient records, we agree a secure transfer method and the appropriate agreements with you first.
How we use your information
- To respond to your enquiry and prepare your revenue assessment
- To provide, scope and quote our services
- To keep records of our communications with you
- To maintain the security and performance of the website
We do not sell your personal information.
Service providers
We use trusted third-party services to run this website, including website hosting and content delivery, a form-processing service that delivers assessment requests to our team by email, and an AI service that powers the site assistant. These providers process information only to deliver their services to us.
Retention and security
We keep enquiry information only as long as needed for the purposes above or as required by law, and we use reasonable administrative and technical safeguards to protect it.
Your choices
You can ask us to access, correct or delete the personal information you have submitted by emailing [email protected].
Changes to this policy
We may update this policy from time to time. The date at the top of this page shows when it was last changed.