Privacy Policy

1Introduction & Scope

We, PractiOne ("we," "us," or "our"), respect the privacy and confidentiality of our clients, website visitors, and partners. This Privacy Policy outlines how we collect, use, disclose, and safeguard your personal and business information when you visit our website, download our resources, or engage our dental advisory and consulting services.

Our practices are designed to comply fully with applicable Canadian privacy and data protection legislation, including the Personal Information Protection and Electronic Documents Act (PIPEDA) and Canada's Anti-Spam Legislation (CASL), as well as applicable provincial private-sector privacy laws.

2Information We Collect

To provide you with tailored consulting services and operational audits, we collect the following types of information:

• Directly Provided Information: When you fill out our "Book a Consultation" form (also known as the "Intake form" or "Let's Talk Practice Growth" form), download our lead magnets (such as the Practice Valuation Checklist), or contact us, we collect details including your name, email address, phone number, clinic name, practice size (e.g., number of operatories), and specific growth goals.
• Business & Operational Data: During the course of our consulting engagements, we may collect business performance metrics, HR and team documentation, and financial data necessary to perform practice audits and implement our Core Growth Pillars.
• Automated Information: When you visit our website, we may automatically collect standard log data, such as your IP address, browser type, pages visited, and interaction data, to help us improve our user experience.

3Incidental Access to Patient Health Information (PHI) & Information Manager Status

As operational consultants and compliance experts, PractiOne does not actively collect, use, or store Patient Health Information (PHI) for our own purposes. However, we recognize that during in-office audits, workflow assessments, or IPAC compliance reviews, incidental exposure to PHI may occur.

In these capacities, PractiOne acts as an Information Management Service Provider (or "Information Manager"). We maintain strict confidentiality protocols to ensure any incidental access complies with provincial health privacy laws, including the Personal Health Information Protection Act (PHIPA) in Ontario, the Personal Information Protection Act (PIPA) in British Columbia and Alberta, and equivalent provincial legislation across Canada. Our team is bound by rigorous non-disclosure agreements (NDAs) and, where applicable, formal Information Manager Agreements to ensure total practice and patient confidentiality.

4How We Use Your Information

We use the information we collect strictly to deliver and improve our consulting services:

• To schedule and facilitate discovery calls and custom growth blueprints.
• To perform operational audits, compliance reviews, and provide strategic advisory services.
• To send you requested resources, industry insights, and relevant updates, in strict accordance with CASL. You may opt-out of marketing communications at any time.
• To analyze website performance and optimize our digital user experience.

5Data Storage, Location, and Retention

We implement robust administrative, technical, and physical security measures to protect your personal and business information against unauthorized access, loss, or alteration. We store your business and personal data on secure, encrypted servers. We prioritize utilizing infrastructure and data centers that comply with Canadian data residency and protection standards to ensure the highest level of security for our clients. We retain your information only as long as necessary to fulfill the purposes outlined in this policy or as required by legal or regulatory obligations.

6Sharing & Disclosure of Information

We will never sell, rent, or trade your personal or business information to third parties. We may share your information only in the following limited circumstances:

• Service Providers: With trusted third-party vendors who assist us in operating our website, managing our email communications, or securely storing data, provided they are bound by strict confidentiality agreements.
• Legal Requirements: If required to do so by law, court order, or regulatory authority.

7Cookies & Tracking Technologies

Our website uses cookies and similar tracking technologies to enhance your browsing experience, analyze site traffic, and understand where our visitors are coming from. You can instruct your browser to refuse all cookies or to indicate when a cookie is being sent; however, some portions of our website may not function optimally without them.

8Your Rights & Choices

Under Canadian law, you have the right to:

• Access the personal information we hold about you.
• Request corrections to any inaccurate or incomplete information.
• Withdraw your consent for us to collect or use your information (subject to legal or contractual restrictions).
• Unsubscribe from our marketing and strategic insight emails at any time by clicking the "unsubscribe" link at the bottom of our communications.

To exercise any of these rights, please submit a written request to our Privacy Officer using the contact details below.

9Updates to This Policy

We may update this Privacy Policy periodically to reflect changes in our practices or regulatory requirements. We will notify you of any material changes by posting the updated policy on this page with a revised "Last Updated" date.

10Contact Us

If you have any questions, concerns, or requests regarding this Privacy Policy or how we handle your data, please contact our Privacy Officer at: