Privacy Policy

1. Information We Collect

When you use The Practice Diagnostic™ or engage with our services, we collect the following types of information:

Practice Operational Data

• Practice owner contact information: Name, email address, phone number, practice name
• Practice business metrics: Annual revenue ranges, specialty type, team size, operational indicators
• Diagnostic responses: Your answers to assessment questions about practice operations, marketing, conversion, retention, and efficiency
• Technical data: IP address, browser type, device information, access times (collected automatically)

What We Do NOT Collect

We explicitly do not collect:

• Patient names, contact information, or identifying details
• Patient health information (PHI) of any kind
• Medical records or treatment data
• Insurance or billing information for individual patients

2. How We Use Your Information

We use the information we collect for the following purposes:

• Generate your Intelligence Brief: Analyzing your diagnostic responses to create a personalized revenue recovery assessment
• Provide consulting services: Delivering system installation, implementation support, and ongoing consultation
• Communication: Responding to inquiries, sending engagement updates, and delivering requested materials
• Service improvement: Improving our diagnostic framework, assessment accuracy, and service delivery
• Legal compliance: Meeting our business and legal obligations

We do not sell your information to third parties. We do not use your data for advertising or marketing to other parties.

3. Data Security

We implement appropriate technical and organizational measures to protect your information:

• Secure data transmission using industry-standard encryption (TLS/SSL)
• Access controls limiting data access to authorized personnel only
• Regular security assessments and updates
• Secure storage systems with backup and recovery procedures

While we take reasonable precautions to protect your data, no method of transmission over the internet is 100% secure. We cannot guarantee absolute security.

4. Information Sharing

We do not sell, rent, or trade your personal information. We may share your information only in the following limited circumstances:

• Service providers: Third-party vendors who assist with email delivery, data hosting, or analytics (under strict confidentiality agreements)
• Legal requirements: When required by law, court order, or government regulation
• Business transfers: In the event of a merger, acquisition, or sale of assets (with continued privacy protection)

All third-party service providers are contractually obligated to maintain the confidentiality and security of your information.

5. Data Retention

We retain your information for as long as necessary to provide our services and fulfill the purposes described in this policy:

• Diagnostic data: Retained for the duration of the engagement plus 3 years for analysis and improvement
• Contact information: Retained until you request deletion or unsubscribe
• Engagement records: Retained for 7 years for business and legal purposes

You may request deletion of your data at any time (see Your Rights below).

6. Your Rights

You have the following rights regarding your personal information:

• Access: Request a copy of the personal information we hold about you
• Correction: Request correction of inaccurate or incomplete information
• Deletion: Request deletion of your personal information (subject to legal retention requirements)
• Opt-out: Unsubscribe from marketing communications at any time
• Data portability: Request a copy of your data in a structured, machine-readable format
• Withdraw consent: Withdraw consent for data processing where consent is the legal basis

To exercise any of these rights, contact us at partners@wyngaardpartners.com

7. Cookies and Tracking

We use minimal tracking technologies:

• Essential cookies: Required for website functionality (session management, form submission)
• Analytics: Aggregate, anonymized usage data to improve the diagnostic tool (you may opt out)

We do not use third-party advertising cookies or behavioral tracking across websites.

8. International Data Transfers

If you are located outside the country where our servers are located, your information may be transferred internationally. We ensure appropriate safeguards are in place for any international transfers.

9. Children's Privacy

Our services are intended for dental practice professionals only. We do not knowingly collect information from individuals under 18 years of age.

10. Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of material changes by:

• Updating the "Last Updated" date at the top of this policy
• Sending an email notification to registered users
• Posting a notice on our website

Your continued use of our services after changes constitutes acceptance of the updated policy.

11. Contact Us

If you have questions about this Privacy Policy or wish to exercise your rights, please contact us:

Wyngaard Partners
Email: partners@wyngaardpartners.com
Website: wyngaardpartners.com

We will respond to all requests within 30 days.