Privacy Policy

What we collect

• What you send us: your name, email address, telephone number, organization and anything you write in a form or message.
• What your browser sends: IP address, device and browser type, the pages you view and the site you came from.
• Dashboard account details, and data from the accounts you connect to it.
• Call data. Telephone numbers on our site and our clients' sites are tracked, and calls may be recorded.

Do not send us health information, clinical details or insurance identifiers through a form on this website.

How we use it

To answer you, to run and improve our services and the dashboard, to work out which marketing produced which enquiries and appointments, and to meet our legal obligations. We do not sell personal information.

Cookies and advertising

We use cookies needed to run the site, plus optional analytics and advertising tools from Google and Meta. Optional processing starts enabled and you can turn it off at any time using the privacy controls on the site.

We honor the Global Privacy Control. If your browser sends that signal we treat it as an instruction to deny advertising-related processing, and we apply that to every visitor rather than guessing where you are.

Call recording

Calls to tracked numbers may be monitored or recorded, so that an enquiry can be matched to the campaign that produced it and so practices can train their teams. Where a call is recorded you will hear a notice at the start. If you would rather not be recorded, say so to the person who answers, or call the practice on its main published number.

Health information

Many of our clients are healthcare providers. Where we handle protected health information for one of them, we do it as a business associate under a written agreement and only as that agreement allows. We keep protected health information out of advertising platforms and general analytics.

The dashboard

dashboard.carerm.com reports on your marketing. With your authorization it connects to accounts you choose, which may include advertising, analytics, business profile, call tracking and scheduling systems. We ask for the narrowest access that produces your reporting, we use that data only to provide the service you engaged us for, we do not sell it or use it for unrelated advertising, and you can disconnect any integration at any time.

Who we share it with

Service providers who help us run the business, currently including Google, Meta, CallRail and GoHighLevel, plus our hosting and security providers. Our clients, where the information relates to their marketing. Professional advisers. Authorities, where the law requires it. A buyer, if the business is ever sold.

Your choices

You can ask us what we hold about you, ask for a copy, ask us to correct or delete it, and ask us to stop sharing it for advertising. Email privacy@carerm.com and we will verify who you are before acting. We will not treat you differently for asking.

Keeping and protecting it

We keep information for as long as we need it for the purpose we collected it, then delete it or strip what identifies you. Our website lead form stores no entries or IP addresses on the site itself. We protect information with encryption in transit, access controls and least-privilege access to client systems. No system is perfectly secure, and if a breach affects you we will tell you as the law requires.

Children

This site and the dashboard are for businesses. We do not knowingly collect information from children through them.

Changes and contact

If we change this policy we will update the date above, and we will give notice before a significant change takes effect.

Questions: privacy@carerm.com