Introduction

Practice Revenue Architecture™ ("PRA™," "we," "us," or "our") respects your privacy and is committed to protecting the personal information you share with us.

This Privacy Policy explains how we collect, use, store, and disclose information when you visit our websites, complete a Self-Assessment, request resources, schedule consultations, or otherwise interact with our services.

1. Information We Collect

Depending on how you interact with our website and services, we may collect:

• Contact Information: First name, last name, email address, telephone number, and other information you voluntarily provide.

• Practice Information: Practice name, specialty, practice type, and business-related information you provide.

• Self-Assessment Information: Responses to PRA™ assessments, questionnaires, and related submissions.

• Consultation Information: Information you provide when requesting or scheduling an Alignment Call or other consultation.

• Website Usage Information: Technical information such as IP address, browser type, device information, and website activity, where collected through our website technologies.

We ask that you do not submit patient-identifying information, protected health information, or confidential patient records through our public forms or assessments.

2. How We Use Your Information

We may use the information collected to:

• Provide access to requested assessments, resources, and services.

• Process Self-Assessment submissions and provide related information.

• Respond to inquiries and communicate about requested consultations.

• Schedule and manage Alignment Calls and other appointments.

• Provide relevant educational content and business communications, subject to applicable consent and opt-out requirements.

• Improve our website, services, and client experience.

• Maintain business records and comply with applicable legal obligations.

Completing a Self-Assessment does not automatically establish a consulting relationship.

3. Email and Marketing Communications

If you provide the appropriate consent, we may send you communications related to your Self-Assessment, including invitations to schedule a Practice Revenue Architecture™ Alignment Call.

We may also send appointment confirmations, reminders, and other communications related to services or appointments you request.

Completing the Self-Assessment does not automatically subscribe you to our newsletter or unrelated ongoing marketing communications.

You may unsubscribe from promotional emails at any time using the unsubscribe link included in those messages.

4. Service Providers and Information Sharing

We use trusted third-party service providers to support our website, customer relationship management, Self-Assessments, appointment scheduling, and business communications.

Information submitted through our forms and assessments may be securely stored and processed by these providers to help us manage inquiries, assessment responses, appointments, and related communications.

We do not sell personal information in exchange for money. We may share information with service providers as necessary to operate our business, fulfill requested services, or comply with applicable legal obligations.

We take reasonable steps to work with service providers that maintain appropriate privacy and security practices.

5. Data Security

We use reasonable administrative, technical, and organizational safeguards intended to protect personal information against unauthorized access, misuse, alteration, or disclosure.

However, no internet-based transmission or electronic storage system can be guaranteed to be completely secure.

6. Data Retention

We retain personal information for as long as reasonably necessary to fulfill the purposes described in this policy, maintain appropriate business records, meet legal obligations, resolve disputes, or enforce applicable agreements.

Retention periods may vary depending on the type of information and the purpose for which it was collected.

7. Cookies and Website Technologies

Our website may use cookies and similar technologies to support essential website functionality, maintain security, and understand website activity.

Certain technical information may be collected automatically through the platforms and service providers used to operate our website.

If additional analytics or advertising technologies are introduced in the future, we will update our privacy disclosures and provide any required privacy choices or consent mechanisms.

8. Your Privacy Choices and Rights

Depending on your location and applicable law, you may have rights to request access to, correction of, or deletion of certain personal information, as well as to object to or limit particular uses of your information.

You may contact us to submit a privacy-related request. We may need to verify your identity before fulfilling certain requests.

9. Children's Privacy

Our websites and services are intended for adult business owners and healthcare professionals.

We do not knowingly collect personal information from children under the age of 13. If we become aware that such information has been collected, we will take appropriate steps to delete it.

10. Third-Party Websites

Our website may contain links to third-party websites or services. We are not responsible for the privacy practices or content of those third parties.

We encourage visitors to review their respective privacy policies.

11. Changes to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes in our business practices, technology, services, or applicable requirements.

When updates are made, the revised policy will be posted with an updated effective date.

12. Contact Information

For questions about this Privacy Policy or requests concerning your personal information, contact:

Practice Revenue Architecture™
Daniel Bitz
Practice Strategy Advisor
Email: [email protected]

Business mailing address:

333 West Brown Deer Road

Unit G -452

Milwaukee, WI 53217

United States