Terms of Service

Using this site and the dashboard

By using carerm.com or dashboard.carerm.com you accept these terms. If you accept on behalf of an organization, you confirm you are authorized to do so.

The public site is informational. Nothing on it is an offer, a quote, or professional, clinical, legal or financial advice.

Accounts

Dashboard access is granted to named people at organizations that engage us. Keep your credentials to yourself, do not share logins, and tell us at support@carerm.com if you think an account has been compromised. You are responsible for what happens under your account.

When you connect a third-party account, you confirm you are entitled to grant that access. You can disconnect it at any time.

Acceptable use

Do not use the site or dashboard unlawfully or against an advertising platform's rules, try to reach another organization's data, interfere with or probe the service, copy or reverse engineer the software, resell access, or upload anything malicious or that you have no right to use.

Features still being built

Some parts of the dashboard are new and may change or be withdrawn. Figures shown come from third-party systems and are only as accurate as those systems. Where a number matters, check it against your own system of record.

Your responsibilities

• Give us the access we need in good time, including advertising accounts, the website, the domain and any reporting systems in scope.
• Make sure anything you give us to publish is accurate and that you hold the rights to it, including photographs of people and any patient consent that applies.
• You are responsible for whether your advertising claims meet the rules of your profession. We will flag what we notice, but we do not give legal or regulatory advice.
• You are responsible for having a lawful basis to contact the people who enquire, including consent where telephone, text and email marketing law requires it.
• If we provide call tracking with recording, you are responsible for the notice your practice gives callers.
• Do not send us protected health information through channels we have not agreed are appropriate for it.

Platforms we do not control

Our work depends on Google, Meta, call tracking, CRM, hosting and similar services. Their policies, pricing, approvals and availability can change without notice, and accounts can be restricted by the platform for reasons outside our control. We are not responsible for their acts or outages. Advertising spend is billed by the platform to the account holder unless your agreement says otherwise, and we do not mark it up.

No guarantee of results

We do not guarantee any particular number of enquiries, calls, appointments, patients, revenue, search ranking or return on spend. Outcomes depend on things we do not control, including your pricing, location, capacity, competition and how your team handles enquiries. Figures and case studies we publish describe what happened in a particular engagement, not what will happen in yours.

Fees

Fees and payment terms are in your agreement with us and are not published here. Unless that agreement says otherwise, fees exclude advertising spend and third-party software charges, which are passed through at cost.

What you own

You own what we build for you: your domain, your website and its landing pages, the content and photography produced for you and paid for under your agreement, your advertising accounts and your call recordings. If we stop working together, those stay yours and we will cooperate in handing over access. We may name you as a client and use your logo unless you tell us in writing not to.

What we own

We keep the CareRM name and brand, the dashboard and its software, our methods including Demand-to-Chair, our templates and know-how, and anything we build that is not specific to you.

Confidentiality

Each of us will protect the other's confidential information, use it only for the work, and not pass it on except to people who need it or where the law requires. This continues after we stop working together.

Health information

Where the work involves protected health information, we will sign a business associate agreement with you and that agreement governs how we handle it. Without a signed business associate agreement, do not send us protected health information.

Suspension and ending

We may suspend access if we reasonably need to protect the service or another customer, if an account is being misused, if a platform or the law requires it, or if fees are overdue. Where we can, we will tell you first. Either of us may end the agreement for a material breach that is not fixed within 30 days of written notice. When it ends, dashboard access stops and we hand over the assets described above.

Disclaimers and liability

The site and dashboard are provided as they are, without warranties of any kind, to the fullest extent the law allows. Neither of us is liable for indirect or consequential losses, lost profits, lost revenue or lost data. Our total liability is limited to the fees you paid us in the twelve months before the claim. Nothing here excludes liability that cannot lawfully be excluded.

Indemnity

You will cover us against third-party claims arising from what you gave us to publish, your advertising claims and regulatory compliance, your contact with leads and patients, or your breach of these terms. We will cover you against claims that the dashboard, used as permitted, infringes someone's intellectual property.

Changes, law and contact

We may update these terms and will change the date above, giving reasonable notice before a material change takes effect. These terms are governed by the laws of the state in which CareRM is established, and both of us will try in good faith to resolve any dispute by discussion before going further.

Questions: legal@carerm.com