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Privacy Policy

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Last updated: October 2, 2026

The privacy of all registered users of websites that are part of the PatientXpress service is important to us.

California Civil Code Section 1798.83, also known as the "Shine The Light" law, permits our users who are California residents to request and obtain from us, once a year and free of charge, information about categories of personal information (if any) we disclosed to third parties for direct marketing purposes and the names and addresses of all third parties with which we shared personal information in the immediately preceding calendar year. If you are a California resident and would like to make such a request, please submit your request in writing to us using the contact information provided below.

If you are under 18 years of age, reside in California, and have a registered account with PatientXpress, you have the right to request removal of unwanted data that you publicly post on our service. To request removal of such data, please contact us using the contact information provided below, and include the email address associated with your account and a statement that you reside in California. We will make sure the data is not publicly displayed on our service, but please be aware that the data may not be completely or comprehensively removed from our systems.

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Notice

Our servers are located in the United States. If you are accessing our application from outside the United States, please be aware that your information may be transferred to, stored, and processed by us in our facilities and by those third parties with whom we may share your personal information, in and other countries.

If you are a resident in the European Economic Area, then these countries may not have data protection or other laws as comprehensive as those in your country. We will however take all necessary measures to protect your personal information in accordance with this privacy policy and applicable law.

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Types Of Information Collected

We collect information directly from individuals who visit our website, from third-parties and automatically through the PatientXpress Platform.

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How We Collect Information

In the course of providing you access to the PatientXpress services, we collect and receive personal information in a few ways. Often, you can choose what information to provide, but sometimes we require personal information from you to carry out certain activities such as user registration. This section details the ways in which we collect information from you and how that information is received.

1. Account Creation

In some instances like account creation, free demo service, we require your personal information like name, email address, contact number, at which we may contact you later to fulfill your data related requirements.

2. Information Collected Automatically

PatientXpress receives information from your browser or mobile device when you visit the website such as your Internet Protocol (IP) address or unique device identifier. Cookies and data about the pages you visit on our website allow us to operate and optimize the services we provide to you. This information is stored in secure logs and is collected automatically. This information is used to understand how our services are used, optimize such usage, and to help connect you with potential job opportunities in the case of our recruiting services.

3. Location

We collect location information about you including your IP address, your geographical location, browser information, and how you came to the PatientXpress Network. This is the case for individuals who visit our website.

4. Analytics Information

PatientXpress uses data analytics to ensure site functionality and to optimize our service offerings to you. We use web browser and mobile analytics, to allow us to understand website functionality. In doing so, we record information like how often you visit the Network, which page you are currently visiting and the type of activity you engage in while on the PatientXpress portal. We also gather and record the information which you share in any chat room, inquiry form at PatientXpress.

5. Data-Sharing Policy

No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

6. Google User Data – Access, Use, Retention, and Deletion

PatientXpress accesses Google user data only in real time to perform actions explicitly requested by the user. We do not store, cache, or maintain any Google user data, including email content or metadata.If an email address is used, it is used solely to relay emails in real time. PatientXpress does not retain this information in any database, logs, or backups.

Users may disconnect their Google account at any time from the same location where the connection was established. Upon disconnection, all access is immediately revoked and no Google user data remains held by PatientXpress.

PatientXpress may allow users to connect their Google account (for example, to enable email-related functionality). We are committed to minimizing data access and do not store Google user data beyond what is strictly necessary to provide the requested service.

7. Microsoft User Data – Access, Use, Retention, and Deletion

PatientXpress accesses Microsoft user data only in real time to perform actions explicitly requested by the user. We do not store, cache, or maintain any Microsoft user data, including email content or metadata.If an email address is used, it is used solely to relay emails in real time. PatientXpress does not retain this information in any database, logs, or backups.

Users may disconnect their Microsoft account at any time from the same location where the connection was established. Upon disconnection, all access is immediately revoked and no Microsoft user data remains held by PatientXpress.

PatientXpress may allow users to connect their Microsoft account (for example, to enable email-related functionality). We are committed to minimizing data access and do not store Microsoft user data beyond what is strictly necessary to provide the requested service.

8. Bank Account Data – Access, Use, Retention, and Deletion

Dental practices may choose to connect their business bank account to PatientXpress so that insurance payments can be reconciled against the deposits that actually reach the bank. The connection is made through a secure third-party bank data provider: the practice signs in to its bank through that provider, and its bank login credentials are never shared with or stored by PatientXpress.

Access is read-only. PatientXpress uses bank transaction data solely to match insurance payments to bank deposits for the practice. We do not initiate payments or transfers, and we do not collect full bank account or routing numbers. Bank data is never sold, never used for marketing, and never shared with third parties except as needed to provide this service.

We retain only what reconciliation requires: an encrypted access credential for the connection, and the details of deposits matched to insurance payments (date, amount, the last four digits of the account, and the bank's transaction reference). We do not store the practice's full transaction history. A practice may disconnect its bank account at any time; upon disconnection, access is immediately revoked and the stored credential and bank-derived records are deleted.

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Disclosure Of Information

We may provide your personally identifying information, and information about your activities and preferences, to other companies wishing to contact you about products or services, but only to those that we believe impose reasonable safeguards on the privacy of your information. We may also provide these companies with collective profiles of our user groups and their activities and preferences. Such collective profiles may also be disclosed in describing our site and services to prospective partners, advertisers and other third parties, and for other lawful purposes. Finally, we may disclose information to fulfill certain legal and regulatory requirements or if we believe, in good faith, that such disclosure is legally required or necessary to protect others' rights or to prevent harm.

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Security

Security is important to us and we know it is important to you. PatientXpress maintains a written information security program that is designed to protect the information entrusted to us and is reviewed at least annually. Our safeguards include:

  • Encryption in transit: all data exchanged with PatientXpress is protected with TLS encryption.
  • Encryption at rest: sensitive data we store, including integration credentials such as bank connection credentials, is encrypted at rest and decrypted only on our servers when needed.
  • Data minimization: patient and practice records remain in each practice's own practice-management system; PatientXpress keeps only what each feature requires.
  • Access control: access is limited by role and to the practice a user belongs to, staff access to production systems is reviewed regularly and removed promptly when no longer needed, and multi-factor authentication protects administrative access.
  • Audit logging: changes we make to a practice's records are logged with the identity of the staff member who made them.
  • Incident response: we investigate suspected security incidents promptly and notify affected customers as required by law and our agreements, including HIPAA breach-notification rules where they apply.

Please remember that you play a valuable part in security as well. Your password to access our site, which you select at registration, should never be shared with anyone and should be changed frequently. And, after you have finished using our site, you should log off and exit your browser so no unauthorized persons can use our site with your name and account information. Remember that any information you voluntarily disclose online in any news or message postings, scorecards, discussion groups or chat rooms may be collected and used by others without your permission.

Furthermore, if you provide any information to parties who operate Web sites that are linked to or from our site, different rules may apply to their collection, use or disclosure of your personal information. We encourage you to review these sites' policies before revealing any sensitive or personal information.

Note: Regardless of the precautions taken by you or by us, "perfect security" does not exist on the Internet. We cannot ensure or warrant the security of any information you transmit to us, and you transmit such information at your own risk.
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Data Retention And Deletion

PatientXpress retains personal information only for as long as it is needed to provide our services, to meet our legal, regulatory and contractual obligations, and to resolve disputes. Patient and practice records remain in each practice's own practice-management system and are governed by that practice's retention practices.

  • Connected accounts: data from connected third-party accounts (such as email or bank connections) is retained only as described in the sections above, and is deleted when the account is disconnected.
  • Customer accounts: when a practice ends its service, we delete or de-identify the data we hold for that practice, except where law or a legal obligation requires us to keep it.
  • Deletion requests: you may request deletion of your information at any time by emailing support@patientxpress.us. We will respond within the time required by applicable law.

This retention and deletion policy is designed to comply with applicable privacy laws, including HIPAA and California privacy law, and is reviewed at least annually.

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Contact Us

If you have any questions or grievances about our practices or this Privacy Policy, please contact us at:

Email: support@patientxpress.us

Address:
30021 Alicia Pkwy, Laguna Niguel, CA 92677, United States

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Changes To Privacy Policy

It may be necessary from time to time for us to modify this policy to reflect changes in the way we collect and use information or changes in privacy-related laws, regulations, and industry standards. Accordingly, we reserve the right to change this policy at any time by posting the revised policy on this web site. Data will be handled in accordance with the policy in effect at the time the data is used, subject to the user's right to opt out of revisions to this policy implemented since the data was first collected.

Questions About This Policy?

For any questions or concerns, please contact our support team.

patientxpress.us  •  +1 (949) 542-6773  •  30021 Alicia Pkwy, Laguna Niguel, CA 92677