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Privacy Policy

Last Updated: March 5, 2026

At [Business Name], we understand that finding the right care for your loved one is a journey built on trust. We are committed to protecting the privacy and security of the personal and health information you entrust to us.

1. Information We Collect

To provide effective placement and referral services, we collect information that identifies you or your loved one, including:

  • Contact Information: Name, email address, phone number, and mailing address.

  • Health & Care Information: Diagnoses (e.g., Dementia, Autism), mobility needs, behavioral notes, and level-of-care requirements.

  • Preferences: Geographic preferences, lifestyle interests, and budget considerations.

2. How We Use Your Information

We use the information collected solely to:

  • Assess care needs and provide personalized housing recommendations.

  • Communicate with you regarding potential placements.

  • Facilitate introductions and tours with licensed care facilities.

3. Sharing and Disclosure (The Referral Process)

We do not sell or rent your information to third parties. We only share your information with licensed senior living communities, memory care facilities, or specialized adult housing providers with your explicit consent.

  • Direct Referrals: We share relevant care profiles with facilities to determine if they can meet your loved one’s specific needs.

  • Legal Compliance: We may disclose information if required by law or to protect the safety of our clients.

4. HIPAA & Data Security

While we are a referral service and not a "Covered Entity" (healthcare provider) in the traditional sense, we operate as a Business Associate and adhere to HIPAA (Health Insurance Portability and Accountability Act) standards for the handling of Protected Health Information (PHI).

  • Storage: All digital records are stored on encrypted, HIPAA-compliant cloud servers.

  • Transmission: We use secure, password-protected methods to share sensitive documents with facilities.

  • Access: Only authorized employees involved in your placement process have access to your data.

5. Your Rights

You have the right to:

  • Request a copy of the information we have on file for you.

  • Request that we correct or delete your personal information.

  • Withdraw your consent for us to share your information at any time (this may limit our ability to provide referral services).

6. Contact Our Compliance Officer

For questions regarding this policy or our data handling practices, please contact: Tracy Palmer- Compliance Officer-Tracy@RightPlaceAdvisors.org.

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