Privacy and patient information

How I handle what you send through this website, and how I handle patient information when I work with your practice. The short version: by default, no patient information is in my hands or my systems.

This website

What the forms ask for
Your name, your practice, your role, a phone number and an email address. The free website check also asks for your practice’s website, how many locations you have, and whether a test call, text and form after hours is OK.
Where it goes
The forms are sent through Formspree, a form service, to my business email. I use what you send to reply and to do the check you asked for.
Patient information
Please don’t include any. If some arrives anyway, I delete it and ask you to use a reference instead, like “the call at 3:42.”
Tracking
This site has no advertising pixels and no analytics. Its fonts load from Google Fonts.

Patient information: the rules

  1. By default, no patient data is in my hands or my systems.
  2. When a task needs it, I work inside your systems, under a Business Associate Agreement, on my own login. Patient data stays in your own computers, accounts and vendors, never on my devices or in my accounts.
  3. Software that touches patient data runs in your accounts or on your computers, never mine.
  4. If counts can do the job instead of records, I use counts.

The order I work in:

  • Counts only, from your software’s summary reports.
  • Inside your systems, under the Business Associate Agreement. The data shows on my screen and stays on your computer.
  • A matching tool in your own account. It matches inquiries to bookings and sends me only a summary of counts, with no names.

Patient data is never printed, and I never keep a file of patient data on my own devices. My notes never contain patient names. I use references like “row 14” or “Tues 10:20 call.”

Access to your systems

  • I use my own login at your practice, created by you and removable at any time. Never a shared login, and never a password sent by email.
  • Two-step login on everything, a password manager, encrypted devices and a screen lock. Client work happens in a separate browser profile, with no downloads, exports or screenshots that show patient information.
  • Remote sessions, only when they’re worth setting up, go into a computer your practice controls, using a tool your practice controls. Nothing is downloaded to my device.
  • When we stop working together, my access is removed that same week, and I confirm it in writing.

What I can see, by service

What I can see for each service, and whether a Business Associate Agreement is needed
ServiceWhat I can seeBusiness Associate Agreement
Free first look and quarterly re-runPublic information onlyNot needed
RecheckPublic information and three test inquiriesNot needed
AuditPublic information, summary counts, and your screens while I’m at your officeSigned before the audit. Your screens may show patient information.
FixesMy own login, only where a fix needs it. Your staff drive whenever the screen shows patient information.Signed if the tool holds patient messages, recordings or appointments
Monthly serviceMy own login and summary reportsSigned

Day to day, I rarely see patient information. The agreement still covers the audit and monthly service, because I may see it even though I never keep it. I never talk to your patients myself.

What I keep, and deleting it

Patient data
None, and nothing is ever printed.
What I keep
Counts, findings, statuses, reports and my evidence log. None of it has patient identifiers.
When we stop
Everything else is deleted or handed over to you, and the deletion is logged: what, when, how, and who confirmed it.
Your accounts
Everything I set up stays in your accounts, and stays yours.

AI

  • No patient data goes into any AI tool, ever. Not for drafting, summaries or analysis.
  • AI helps me draft notes and reports. I review every word before you see it, and every number comes from the data, not the AI.
  • I don’t build, set up or run AI that talks to your patients.

Texting your patients

When a fix involves texts to your patients, sent from your own texting service:

  • Marketing texts, like reactivation or referral thank-yous, go only to patients with signed consent on file.
  • You approve every message and how often it goes out.
  • Replying STOP works, and it’s tested before anything goes out.
  • No treatment details in any text.
  • Nothing written by AI is sent to patients. Automatic texts use templates you’ve approved.

On your practice’s website, I don’t put advertising pixels on forms, booking pages or any page that shows someone is a patient.

If something goes wrong

If patient data is ever involved in a problem, like someone getting access they shouldn’t or a message going to the wrong person, I follow the breach timeline in our Business Associate Agreement. If my change caused it, I tell you and fix it free within 12 months of the change going live.

Questions

Email veredasystems@gmail.com or call (602) 502-2086. Last updated October 2026.