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Privacy.

How this site collects, uses and protects your information. It never collects patient information.

Who we are

This site is run by iTrust Insights Consulting, part of iTrust Insights, Inc., a Wyoming corporation, based in Greenville, South Carolina. In this policy, "we" and "us" mean iTrust Insights. It covers this website and the discovery call you can book from it. It doesn't cover Kenzie, our clinical documentation product, which has its own policy.

This site never collects patient information

This site is for practice owners and clinicians. No form on it asks about patients or about anyone's health, and you shouldn't send us patient information through it. If you do, we delete it.

Information you give us

When you book a free discovery call, we collect:

  • Your name, email address and phone number, and the time you choose.
  • Your answers to the short pre-call survey. It asks about your practice plans: your location, license type and career stage, your story and why you want a practice, a name idea, whether you plan to take insurance or self-pay, in person or telehealth, the software you have in mind, how you plan to fund the practice, whether a spouse or partner is involved, your target date for a first client, and the one question you most want answered.

We don't take payments on this site, so we never collect card or bank details here.

Information collected automatically

Like most websites, this one and the services it loads receive basic technical information when you visit: your IP address, browser and device type, the pages you view, and the site that sent you here. We don't run advertising pixels or sell this information.

How we use your information

  • To schedule, confirm and prepare for your discovery call.
  • To follow up about our services after the call, including the recap and contract we send the same day.
  • To answer your questions.
  • To understand how the site is used and improve it.
  • To meet legal, tax and accounting requirements.

Emails and phone calls

We don't send text messages. We use the phone number you give us only to reach you about your call, if we need to.

You can unsubscribe from our emails at any time with the link at the bottom of each one.

Who we share it with

  • Service providers who help us run the business: our scheduling and client-management platform, website hosting, email, and the map service behind the market map. They may use your information only to provide their service to us.
  • Legal and safety reasons: when the law requires it, to respond to lawful requests from authorities, to enforce our terms, or to protect the rights and safety of our clients, our team or others.

We don't sell your personal information.

Cookies and embedded services

The booking calendar on our Book a call page is provided by our scheduling platform and may set its own cookies. The market map loads map tiles from an outside map service. We don't use cookies for advertising.

How long we keep it

We keep your information for as long as we need it for the purposes above. If you don't become a client, we delete your booking and survey details when they're no longer needed, unless the law requires us to keep them longer. Clients' records are kept for the length of the engagement and as required by law.

Your choices

You can ask us to show you the information we hold about you, correct it or delete it. Email us at the address below and we'll respond within 30 days. Depending on where you live, you may have other rights under your state's privacy law, and we'll honor them.

Security

We limit access to your information to the people who need it, keep logins in a password manager, and use providers that protect data in transit. No website can promise perfect security, which is one more reason this site never asks for patient information.

Children

This site is for adults running or opening a practice. We don't knowingly collect information from anyone under 18.

Changes to this policy

If we change this policy, we'll update the date at the top of this page. Big changes will be called out on the site.

Contact us

Questions or requests about your information: consulting@itrust-insights.com.

If you're in crisis

If you or someone you know is in crisis, call or text 988 to reach the Suicide and Crisis Lifeline.