Practice software for wellness practitioners · Not a medical device · Not for diagnosis or treatment

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Privacy policy

Last updated [Month DD, YYYY] · Version [1.0]

This page explains what information dhatri collects, why, and the choices you have. It is written for practitioners and their clients.

In shortWe keep client records in the US, use them only to run dhatri for you, never sell them, and never use them to train AI.

Who we are

dhatri is run by Vedantic Solutions LLC (“we”, “us”), [address]. This policy covers this website, the dhatri app for practitioners, and the pages we send your clients, such as booking, forms and the client portal.

What we collect

From practitioners

Your name, email, practice name and details, phone, time zone, payment instructions you choose to show on invoices, and your sign-in details. We also keep what you do in the app, such as settings and records you create.

About your clients, entered by you or by them

Names and contact details, booking requests, consent, intake answers, notes, assessments, wellness plans and invoices. We hold this on your behalf (see “Your clients’ records” below).

From visitors

Basic technical information, such as browser type and pages visited, to keep the site running and secure. [Confirm what analytics, if any, we use.]

How we use it

  • To provide dhatri to you: scheduling, forms, records, plans, invoices and the client portal.
  • To send account emails and the notices your clients receive. These never contain health information, only a short note and a secure link.
  • To keep the service secure, fix problems and improve it.
  • To meet legal duties.

We do not sell personal information, and we do not use client records for advertising.

Medha AI

Medha AI summarizes forms and organizes notes you write. When you use it, the text it needs is sent to an AI model run inside our US cloud environment. We do not use client records to train AI models. [Confirm: the AI provider’s agreement covers this use, #93.] Everything it produces is marked as AI and waits for your approval.

Who we share it with

Only service providers that help us run dhatri, under written terms: [cloud hosting (Google Cloud)], [email delivery provider], [other providers]. We may also share information if the law requires it. [Confirm the provider list with counsel.]

Your clients’ records

The practitioner decides what goes in a client’s record and is responsible for it. We process it only to provide dhatri, under the business associate agreement every practice receives. Clients should contact their practitioner about their own records.

How long we keep it

We keep an account’s records while it is open. After it closes, we delete or return records within [period] unless the law requires us to keep them. Audit logs are kept for at least [6 years]. [Confirm with counsel.]

How we protect it

Records are stored in the US, access is limited, practitioners sign in with two-factor authentication, and views and changes to client records are logged. Read more on our Security page.

Your choices and rights

You can ask to see, correct, export or delete the personal information we hold about you. California residents have additional rights under California law. [Confirm wording with counsel.] To make a request, contact us. We may need to confirm who you are first.

Cookies

We use only the cookies needed to keep you signed in and the site secure. [Confirm: no analytics or advertising cookies.]

Adults only

dhatri is for adults. Clients confirm they are 18 or older. We do not knowingly collect information from anyone under 18.

Changes to this policy

When we make a significant change, we update the date above and tell practitioners by email.

Contact us

Questions about this policy? Write to [privacy contact email].