Information we collect
When you contact ReferralFlow, we receive the information you provide, such as your name, work email, organization, and message. When you use the software, we receive account and sign-in information associated with your access.
Customers and their authorized users may enter or upload facility and referral-source details, contacts, meeting notes, voice recordings, follow-up tasks, and other information used to manage field relationships. We also receive technical information associated with use of the website and service, such as device and browser details, IP address, pages viewed, and activity logs.
How we use information
We use information to provide and support ReferralFlow, organize field activity, generate account insights and follow-up suggestions, respond to inquiries, maintain security, troubleshoot problems, and understand how the website and service are used. We may use contact information to communicate about an inquiry, account, or service update.
Product features may process notes or recordings with AI to produce summaries, reminders, and recommendations. AI-generated material can be incomplete or inaccurate and should be reviewed by a person before it is used.
Customer data and health information
Organizations using ReferralFlow control the information their users submit to the service. If customer data includes protected health information, its handling must follow the applicable customer agreement and any business associate agreement required by law. This policy does not replace those agreements. Do not submit patient information through the public website contact form.
When information is shared
We may share information with providers that help us host, operate, secure, analyze, and support the website and service, including providers used to process AI features. We may also disclose information when required by law, to protect rights and safety, or as part of a business transaction, subject to applicable obligations. Customer data is not made public merely because it is entered into the service.
Cookies and analytics
The website and service may use cookies or similar technologies for sign-in, essential functions, and measurement of site use. Analytics providers may receive technical information about your visit. You can manage cookies through your browser settings, although blocking them may affect some functions.
Retention and security
We keep information for as long as needed to provide the service and meet legitimate business, legal, and contractual obligations. Retention of customer data may also be governed by a separate customer agreement. We use measures intended to protect the information we handle, but no online system can guarantee complete security.
Your choices
You may contact us to ask about access to, correction of, or deletion of personal information we hold about you. If your information is part of an organization's ReferralFlow account, contact that organization first; it may control the data and need to direct the request. Rights and exceptions vary by location and applicable law.
Other sites and children
Links to other websites are governed by those sites' own policies. ReferralFlow is intended for professional use and is not directed to children.
Changes and contact
We may update this policy as our practices change. The current version will appear on this page. For privacy questions or requests, email hello@referralflow.care.