This policy explains how information submitted through the Clinic Workflow Audit form is handled.
Effective August 3, 2026
When you submit the Clinic Workflow Audit form, the information collected may include your name, clinic name, work email, phone number, clinic website or Facebook page, clinic type, main operational problem, inquiry channels, preferred contact method, and any additional notes you choose to provide.
Please do not submit patient records, clinical information, passwords, payment details, or other sensitive information through this form.
The information is used to review your clinic’s current inquiry and appointment process, identify possible workflow gaps or integration opportunities, prepare practical recommendations, and contact you through your selected communication method.
Submitting the form does not create a client relationship or commit your clinic to purchasing or implementing a system.
Form submissions may be processed through workflow-automation, hosting, email, messaging, record-keeping, or other technical service providers needed to receive, organize, and respond to your request. Those providers handle information under their own terms and privacy practices.
Information is not sold to third parties.
Submitted information is kept only for as long as reasonably needed to review your request, communicate with you, maintain relevant business records, and meet applicable operational or legal requirements. Information that is no longer needed may be deleted or anonymized.
Reasonable administrative and technical precautions are used when handling submitted information. However, no website, internet transmission, automation platform, or storage system can be guaranteed to be completely secure.
You may request access to, correction of, or deletion of the personal information you submitted. You may also ask not to receive further communication. Some information may be retained when reasonably necessary for legal, security, or record-keeping purposes.
For privacy questions or requests, email Joeljaybancaya16@gmail.com. Please describe the information or form submission connected to your request so it can be located and reviewed.