Privacy Policy

1. Scope and Intended Use

The Application is an internal business platform used to manage medical lien case operations, financial tracking, and related administrative workflows. It is not intended for use by the general public and is accessible only to authorized users within the organization.

2. Information Collected

The Application may process and store the following categories of information solely for business operations:

• Case and operational records related to medical lien management
• Financial transaction data retrieved from QuickBooks Online via authorized OAuth access
• User account identifiers and authentication metadata
• Uploaded documents and associated metadata necessary for case processing

The Application does not collect personal information for marketing or consumer profiling purposes.

3. QuickBooks Integration

The Application integrates with QuickBooks Online to retrieve accounting and transaction data relevant to case financial management. Access is granted only after explicit authorization by a QuickBooks administrator. The integration is limited to financial and accounting data and is not used to transmit clinical or treatment information.

4. Use of Information

Information processed by the Application is used exclusively to:

• Manage and track medical lien cases and related financial activity
• Reconcile case-level financial records with accounting transactions
• Support internal reporting and operational workflows
• Maintain auditability and compliance with applicable business and financial recordkeeping requirements

Information is not sold, rented, or shared with third parties for advertising or marketing purposes.

5. Data Storage and Security

Data is stored in secured infrastructure environments with the following safeguards:

• Encryption in transit using industry-standard TLS protocols
• Encryption at rest for databases and stored files
• Role-based access controls limiting access to authorized personnel only
• Secure handling of OAuth tokens and integration credentials on server-side systems

Administrative access is restricted and monitored in accordance with internal security practices.

6. Data Sharing

Information may be shared only with integrated service providers necessary for core functionality, such as QuickBooks Online, and only to the extent required to perform authorized accounting and operational functions. No other third-party data sharing occurs except as required by law or contractual obligation.

7. Data Retention

Information is retained only as long as necessary to fulfill operational, accounting, and legal recordkeeping requirements associated with medical lien case management and financial reconciliation.

8. User Access and Responsibility

Access to the Application is limited to authorized staff. Users are responsible for maintaining the confidentiality of their login credentials and for using the system only for legitimate business purposes.

9. Changes to This Policy

This Privacy Policy may be updated from time to time to reflect operational, legal, or security changes. Updates will be posted at this location with the revised effective date.

10. Contact

Questions regarding this Privacy Policy may be directed to Healthcare Settlement Services LLC through established business contact channels.