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Information Collected by Our Platform


Information You Submit or We Collect on Your Behalf:

We collect information from you when you:

  • Enter information on our Platform, such as when you register for our Platform, use our Platform to send a message to someone else, or complete a form;

  • Upload a document, image, or other data file on our Platform;

  • Contact us; or

  • Make a customer service request or attend one of our individual or group training sessions.

We also collect information on your behalf when you authorize us to retrieve and import information from another user or other third party within our Service or as set forth in the User Agreement.

Information we collect about you may include your name, address, telephone number, email address, or the information you enter on or upload to our Platform.

Payment Information: Depending on the payment mode you choose, we may also collect your bank information.

Automatically Collected Information:

We and our partners automatically gather information whenever you visit, log in, or otherwise interact with our Platform, including when you receive emails delivered via our Platform. We and our partners use the technologies described below and similar technologies that may not be expressly described (which we collectively call "Engagement Tools") to gather this information to enhance and operate our Platform in a number of ways, such as to:

  • Save user preferences and information;

  • Preserve session settings and activity;

  • Authenticate users;

  • Enable support and security features;

  • Tailor the delivery of informational messages, media, advertising and other content; and

  • Analyze the performance and use of our Platform and its various features and content.

Even if you do not register with us or submit any information on our Platform, our Engagement Tools will automatically receive information about, and the software running on, the computer, mobile phone, or tablet (each, a "Device") you use to interact with our Platform.

Device Information: When you interact with our Platform, we collect information about your Device such as the URL of platform your Device is requesting and the referring web pages, your IP address, Device type, operating system, browser type, application identifier, and, under certain circumstances, the location information your Device sends to us.

Cookies & Similar Technologies: We and our partners collect information about you and your Devices through cookies, web beacons, and similar technologies. A "cookie" is a small data file sent from a website and stored on your Device to identify your Device in the future and allow for an enhanced personalized user experience based on your previous activity on the website. A "session cookie" disappears after you close your web browser, or may expire after a fixed period of time. A "persistent cookie" remains after you close your web browser and may be accessed every time you use our Platform. We and our partners may use both session and persistent cookies on our Platform. You should consult your web browser to modify your cookie settings. Please note that if you delete or choose not to accept cookies from us, you may not be able to use certain features of our Platform.

Some of our partners deploy these technologies directly on our Platform. These third parties may collect information over time about your use of our Platform, as well as your online activities across other websites or online platform.

Information from Other Sources: 

We may receive or proactively gather information about you from other sources and add it to information we otherwise have about you for any purpose described in this Policy. This may include situations where a third party seeks to communicate with you through the Platform or establish an "Integration" (as more fully describe below under the heading, Third Party Integrations).

How We Use Information

We may use the information we collect for the following purposes:

  • Operating our Platform and developing new functionality and features;

  • Responding to questions and communications, or obtaining your feedback about our Platform;

  • Administering and logging your participation in educational and informational programs, including webinars and other classes, and any product or support matters that may arise from such programs;

  • Preparing and delivering announcements about features, functionality, terms of use, or other aspects of our Platform or your interests and informing you about offers for platform or products we believe may be of interest to you, including from third party sponsors;

  • Providing you with more relevant content, including clinical support tools, assessments or medical-related information or platform, patient support programs, advertising, or other programs appearing on our Platform or third-party platform;

  • Analyzing usage trends and patterns and measuring the effectiveness of content, programs, advertising or the features or functionality of the Platform, including emails that may be sent by us to you;

  • Preparing reports for any of the purposes described in this Policy, including for current or future sponsors, advertisers or other partners to show utilization or trends about the use of our Platform. Such reports may include demographic or other general user information, but will not include personally identifiable information unless the recipient has agreed to confidentiality obligations;

  • Safeguarding and protecting our Platform, the information we collect, and the rights of us, our users or third parties, and in response to legal process;

  • We may use your Payment Card Information as stated in the "Payment Information" Section above;

  • Any other purpose described in this Policy or your User Agreement; or

  • When we otherwise have your permission.

How our Platform Allow Users to Share Information:

One-on-One Communications: 

Our Platform can be used to facilitate one-on-one communications between users and other persons. Examples include:

  • Sending an appointment confirmation or other notification to another user;

  • Making a referral to another healthcare provider;

  • Sending a prescription to a pharmacy;

  • Sending a test requisition to a clinical laboratory; or

  • Sending a message to a patient.

In any one-on-one communication, users are sending information to one another or to an individual or entity who may not be a user of the Platform. Depending on the message, this could include the sharing of contact and other personally identifiable information.


If you are a healthcare provider who has entered into a HEALTHCARE PROVIDER USER AGREEMENT, you will have the ability to have your contact and directory information listed in one or more of our professional directories of healthcare providers on our Platform that users and/or the general public may be able to view. These directories include profile information (e.g., contact, specialty and other information) and other features that allow users and/or the general public to locate and contact those listed in the directory.

If you visit our Platform seeking to contact or schedule an appointment with a provider listed in one of our directories, you may need to submit personally identifiable and other information.

Public Forums:

Our Platform include public forums that allow users to communicate with groups of users or the general public. Information a user posts in one of our communities may be available to a wide range of individuals, and should be presumed public. We strongly advise users to exercise care in selecting what information they share with our communities or public forums, and strongly recommend against sharing any personally identifiable, health, or other sensitive information that could directly or indirectly be traced to any individual, including themselves.

Surveys, Feedback, Informational Programs:

From time to time you may receive survey requests through emails or displays within our Platform that request feedback on a variety of topics. These programs may be sponsored or funded by third parties, and may include branded or unbranded content about medical conditions, treatments and products, or safety and regulatory information resources. If you choose to engage with or use one of these requests, you may be asked to provide information that may be used to supplement information that you submitted to our Platform. This information may be shared with the sponsor of the program.


Our Platform allow users to store personally identifiable and health information ("Records"), including Records that identify other individuals, including other users. Certain of our Platform permit users to share all or portions of these Records at their discretion.

You should be aware that this Policy covers only the information you submit through our Platform. If you contact or exchange information with another user in person or through a means other than our Platform, such activity is not covered by this Policy. Because our Platform enable users to share information you share with them, you should take care in selecting with whom you share your Records and other information. Although our Platform process such transmissions, we are not responsible for the actions of persons with whom you share your Records and other information.

Emails and Other Communications:

Our Platform allow users to communicate with others through our in-product instant messaging platform, Service-branded emails, and other electronic communication channels. Communications that are sent by or on behalf of a user are indicated as being "From" that user, such as when our Platform send an appointment notification from, and on behalf of, a healthcare provider to his or her patient. Additionally, we may communicate administrative or Service-related announcements through email or other communications within our Platform. These communications may be "real time" communications or communications triggered automatically upon the occurrence of certain events or dates - such as a repeated sign-in failure or an appointment notification. Please note that you may not be able to opt out of receiving certain messages from us.

Emails and other communications from individuals who are not users of our Platform, or that we send in connection with business agreements or subject matter other than the User Agreements, are not covered by this Policy. If, for example, you contact us regarding a job opening, that communication to us is not covered by this Policy even though that job opening may have been posted on our Platform.

Third Party Integrations

Our Platform may allow you to connect your account on our Platform with third parties, such as when a healthcare provider seeks to integrate our electronic prescribing module into our partner's national electronic prescribing network, or when a healthcare provider approves us integrating or linking his or her account with a third parties' billing software (any such integration, an "Integration"). Integrations can also be initiated by third parties seeking to establish Integrations with you, such as when a clinical laboratory desires to transmit lab results directly into a healthcare provider's electronic health record account rather than transmitting the result by fax or other means. Your use of these Integrations is entirely optional. Should you choose to utilize these Integrations, you may be prompted to give us permission to perform certain actions in your account, such as creating, updating or deleting certain information. Please note that if you choose to utilize any Integration, any information you elect to provide to third parties will be subject to whatever agreement you have with them, including, if applicable, their terms of use or privacy policy, and not this Policy.

Sharing of Information

We may share information you submit to us with third parties under the following circumstances:

  • When you choose to share such information through our Platform, such as "one-on-one" communications between a provider and a patient or another healthcare provider;

  • When your account has been issued by an account administrator with administrative rights over your account, your account administrator will have access to your account information;

  • With third party service providers that have agreed to confidentiality obligations, which may include, as applicable, business associate contract obligations;

  • If you are a healthcare provider who has entered into a HEALTHCARE PROVIDER USER AGREEMENT, we may share information with the third parties who are subject to confidentiality obligations that you have elected to establish Integrations with, or who seek to establish Integrations with you, and to facilitate, maintain and monitor the utilization of such Integrations;

  • If you are a healthcare provider who has entered into a HEALTHCARE PROVIDER USER AGREEMENT, we may also share information with third parties who are subject to confidentiality obligations who are funding or administering certain branded or unbranded content about medical conditions, treatments and products, or safety and regulatory information resources, such as clinical decision support tools, patient savings offers, co-pay offset or discount programs, medication adherence programs, and other similar programs, and with sponsors of advertising appearing within our Platform. The purposes of such sharing may include administration, record keeping or compliance obligations, and assessing the effectiveness or utilization of any such program;

  • If you receive any honoraria or payment in connection with a survey or request for feedback, your information may be shared with the funding source or sponsor of such survey or program;

  • To protect our Platform, the information we collect, and the rights of us, our users, and any third parties, including to verify your identity;

  • To detect, prevent, investigate, or address fraud, illegal activity, or violations of our terms and agreements;

  • In response to legal process, such as a search warrant, court order, or subpoena, or when we have a good faith belief that the law requires us to do so;

  • With our current and future subsidiaries or corporate affiliates or actual or potential investors;

  • In connection with a potential or actual sale, merger, transfer, exchange, reorganization or other disposition (whether of assets, stock, or otherwise) of all or a portion of the business conducted by our Platform. If such a transaction occurs, the acquiring company's use of your information will remain subject to this Policy, as may be subsequently amended;

  • Any other purposes described in this Policy or your User Agreement; or

  • When we otherwise have your permission.


To help prevent unauthorized access, maintain data accuracy, and protect against the inappropriate use of the information we collect, store, and transmit, we deploy a range of technical, physical and administrative safeguards. Under our HEALTHCARE PROVIDER USER AGREEMENT and applicable law, we are required to apply reasonable and appropriate measures to safeguard the confidentiality, integrity, and availability of individually identifiable health information residing on, and processed by, those elements of our Platform that we operate as a business associate on behalf of healthcare providers. It is important to remember, however, that no system can guarantee 100% security at all times. Accordingly, we cannot guarantee the security of information stored on or transmitted to or from our Platform.

Third Party Platform

This Policy applies only to our Platform. It does not apply to platform offered by third parties, including websites and other online platform that our Platform may display links to or to advertisements appearing within the Platform. When you click on such links or advertisements, you will be visiting websites or interactive platform operated by third parties, who have their own information collection practices and may also collect information through the use of Engagement Tools. We do not have control over how any third party collects or uses information, so you should review their privacy policies to learn of their practices.

Changes to this Policy

We believe in continuous innovation, which, along with changes in our business, may require that we amend this Policy from time to time. We will post a revised Policy along with its effective date on this page. Because this Policy can change at any time, we encourage you to reread it periodically to see if there have been any changes, amendments, or updates. If you object to the changes or any terms within this Policy or the User Agreements, you should discontinue using our Platform. Your continued use of our Platform following the effective date means that you have consented to the Policy, as amended, changed, or updated.

Viewing and Updating Your Information

Our Platform aim to provide you with access to the information you submit and the means to update it within our Platform consistent with applicable law. This can be accomplished by logging into our Platform and updating that information, or contacting a customer support representative, although please be advised of the important limitations described below. Under certain circumstances, we may ask you to verify your identity before your request is processed.

Please note that, unless you have administrative rights over another user's account pursuant to our HEALTHCARE PROVIDER USER AGREEMENT, you are not entitled to access, update, or delete the content of another user's account.

If you have used our Platform to share information with another user or a third party, you will not be able to access, update, or delete that shared information. Further, if another user of our Platform submits information that identifies you, you will not be able to access, update, or delete that information.

Certain users - such as healthcare providers - may be required under applicable laws or regulations to retain information about you for extended periods of time or indefinitely. Additionally, we may have independent obligations under applicable laws or regulations to retain such information indefinitely. Finally, for disaster recovery and business continuity purposes we retain copies of data stored by our Platform for indefinite periods of time.


Contact Us

If you have questions regarding this Policy, please contact us at:

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