Path to Patients™

Legal

Privacy Policy

Effective Date: [EFFECTIVE DATE]

Who We Are

This Privacy Policy explains how [LEGAL BUSINESS NAME] (“we,” “us,” or “our”) collects, uses, stores, and protects information when you visit [DOMAIN] or contact us through our forms, booking pages, phone, email, or text-message programs.

[LEGAL BUSINESS NAME] is responsible for the information described in this policy.

Information We Collect

We may collect:

Name, email address, phone number, business name, and other contact information you submit.

Information you provide about your practice, marketing needs, booking preferences, or requested review.

Appointment and communication details, including confirmation and attendance information.

Text-message consent records, including the phone number, time, date, source, and wording of the consent.

Technical information such as IP address, browser type, device type, referring page, and basic website activity.

Cookies, analytics information, and similar technology data.

We do not ask you to submit protected health information about your patients through this website. Do not submit patient medical information in a form, email, or text message.

How We Use Information

We may use information to:

Respond to requests and provide information about our services.

Schedule, confirm, reschedule, and manage calls.

Send requested follow-up messages, appointment reminders, and customer support communications.

Deliver and improve the Path to Patients™ review experience.

Understand website usage, maintain security, prevent abuse, and improve performance.

Maintain records of consent and comply with legal, carrier, and platform requirements.

We do not sell personal information.

SMS / Mobile Information

When you voluntarily opt in, we may send the message types disclosed at the point of consent, including booking confirmations, appointment reminders, follow-up messages, and customer support messages. Message frequency varies. Message and data rates may apply.

“Mobile information will not be shared with third parties or affiliates for marketing or promotional purposes. All other categories of information collected (such as IP address and browser type) exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.”

SMS consent records and mobile numbers are stored with reasonable administrative, technical, and organizational safeguards. We use mobile information only for the disclosed message types and operational purposes connected to those messages. Consent is not a condition of purchase.

Opting Out

You may opt out of SMS messages at any time by replying STOP. After you send STOP, you may receive one final message confirming your opt-out. You may reply HELP for help or contact us at [BUSINESS EMAIL] or [BUSINESS PHONE].

Opting out of marketing or operational text messages may affect our ability to send certain reminders or confirmations by text, but it does not affect your other rights or your ability to contact us through other channels.

Data Retention

We retain information for as long as reasonably necessary to provide services, maintain business and consent records, resolve disputes, meet legal obligations, and enforce agreements. SMS consent and communication records will be retained for [RETENTION PERIOD] or as otherwise required by applicable law and carrier requirements.

Cookies & Analytics

We may use cookies, pixels, log files, and analytics tools to understand traffic, remember preferences, maintain security, and improve the website. You may be able to control cookies through your browser settings. Disabling cookies may affect some website features.

[STRUCTURAL PLACEHOLDER: INSERT ACTUAL ANALYTICS AND COOKIE PROVIDERS BEFORE PUBLICATION]

Changes

We may update this Privacy Policy from time to time. The updated version will be posted on this page with a revised Effective Date. Your continued use of the website after an update means you have reviewed the updated policy.

Contact

[LEGAL BUSINESS NAME]

[STREET ADDRESS]

[BUSINESS PHONE]

[BUSINESS EMAIL]

[DOMAIN]

Legal review note

This is standard-practice draft support for A2P/TCR review, not legal advice. Attorney review is required. Host this policy on the business’s domain and keep the required mobile-information non-sharing clause intact.