Privacy Policy

This privacy policy is set forth to describe how Sage Clinical RCM (“Sage,” “Company,” “we,” “our,” or “us”) collects, use, stores or shares information when you interact with us, including through our websites and digital platforms, by using our products or services, by communicating with us either online or offline, or through interactions involving third-party partners, providers, or governmental agencies. It governs the information collected in connection with these activities.

By accessing or using this website or any online resource where this Privacy Policy is posted (the “Website”), you acknowledge that you have read and understand this Policy and consent to the handling of your information as described herein.

This Privacy Policy applies only to information collected through this Website and related communications. It does not apply to third-party websites, services, or individuals that we do not own or control.

This Privacy Policy describes how we collect, use, disclose, safeguard, and otherwise process personal information when you access or use our website or any online resource where this Policy is posted (collectively, the “Website”). By using the Website, you acknowledge that you have read and understand this Policy and consent to the practices described herein. This Policy applies solely to information collected through the Website and related communications. It does not apply to third-party websites, services, or practices that we do not own or control.

In addition to governing Website activity, this Policy also explains how we process personal information in connection with providing services to our clients. When we act as a service provider on behalf of a client, we process personal information strictly in accordance with that client’s instructions and applicable contractual and legal requirements. In such cases, we do not independently determine the purposes or means of processing. Individuals who believe we are processing their information on behalf of a client should direct privacy-related inquiries to that client.

Information We Collect

We may collect personal information that identifies you or can reasonably be associated with you. This includes information you voluntarily provide, such as your name, email address, telephone number, mailing address, employer, professional title, and any information submitted through online forms, webinar registrations, surveys, research participation, or direct communications with us. We may also collect content you submit, including correspondence and other materials.

In addition, we automatically collect certain technical and usage information when you access or interact with the Website. This may include your IP address, browser type, operating system, device identifiers, general geographic location at the city or state level, referring and exit pages, timestamps, clickstream data, and information regarding your interactions with Website content. We use cookies, pixels, web beacons, embedded scripts, analytics tools, and similar technologies to collect this information. If we combine technical or de-identified information with information that identifies you, we treat it as personal information.

We may also obtain information from third-party sources, including public databases, professional associations, clients, analytics providers, marketing partners, social media platforms, and service providers, including for purposes such as verification, contact enrichment, or compliance-related due diligence.

How We Use Information

We process personal information for legitimate business and compliance purposes. These purposes include operating, maintaining, and improving the Website; responding to inquiries and fulfilling requests; delivering newsletters and regulatory updates; administering events and surveys; conducting analytics and internal reporting; improving user experience; enforcing contractual terms and policies; protecting the security and integrity of our systems; preventing and investigating fraud or misuse; and complying with applicable legal, regulatory, and industry obligations.

We may also process information in connection with corporate transactions such as mergers, acquisitions, reorganizations, or asset transfers, subject to appropriate safeguards. We do not sell personal information.

Cookies and Tracking Technologies

We use cookies and similar technologies to support Website functionality, maintain user preferences, enhance performance, conduct analytics, and detect fraudulent or unauthorized activity. Certain third-party providers may also place cookies or deploy embedded technologies to support analytics or specialized Website features. These providers process information pursuant to their own privacy policies and contractual obligations. Users may manage cookie preferences through browser settings, although disabling certain cookies may affect Website functionality. We do not respond to browser-based “Do Not Track” signals; however, where required by applicable law, we recognize and honor Global Privacy Control signals as valid opt-out requests.

Disclosure of Information

We may disclose personal information to service providers and vendors that perform functions on our behalf, including hosting, cloud storage, analytics, security, marketing support, event administration, and information technology services. These entities are contractually obligated to safeguard personal information and use it only for authorized purposes consistent with this Policy and applicable law. We may also share information with affiliates for legitimate internal business purposes.

Personal information may be disclosed where required to comply with legal obligations, respond to lawful requests, enforce agreements, protect our rights or property, address security incidents, or prevent illegal or harmful conduct. In the event of a merger, acquisition, restructuring, financing, or similar corporate transaction, personal information may be transferred as part of the transaction, subject to appropriate confidentiality and security protections. We may disclose information with your consent or at your direction. We do not disclose personal information to third parties for their independent direct marketing purposes.

Data Security

We maintain an information security program designed to protect personal information through administrative, technical, and physical safeguards appropriate to the sensitivity of the data and the nature of our operations. These safeguards are intended to reduce the risk of unauthorized access, disclosure, alteration, or destruction of personal information. While we employ commercially reasonable protections consistent with applicable laws and regulatory standards, no transmission over the Internet or electronic storage system can be guaranteed to be completely secure.

Data Retention

We retain personal information only for as long as necessary to fulfill the purposes described in this Policy, support legitimate business operations, satisfy contractual requirements, and comply with applicable legal and regulatory obligations. When personal information is no longer required, we dispose of it securely and in accordance with applicable laws and internal data governance standards.

Your Rights and Choices

Depending on your jurisdiction, you may have rights regarding your personal information, including the right to request access to information we maintain about you, request correction of inaccurate information, request deletion of information subject to legal exceptions, restrict or object to certain processing activities, withdraw consent where processing is based on consent, and appeal decisions regarding privacy requests. You may also have the right not to be discriminated against for exercising privacy rights under applicable law.

You may opt out of marketing communications by using the unsubscribe link included in our emails. Even if you opt out of marketing messages, we may continue to send transactional or service-related communications where necessary.

Requests to exercise applicable rights may be submitted using the contact information provided below. We may take reasonable steps to verify your identity before responding to a request.

California Residents

If you are a California resident, you may have additional rights under the California Consumer Privacy Act, as amended. These rights may include the right to know the categories of personal information collected, the purposes for which it is used, the categories of third parties to whom it is disclosed, the right to request deletion or correction of personal information, the right to opt out of certain sharing practices, and the right not to be discriminated against for exercising privacy rights. We honor valid Global Privacy Control signals as opt-out requests where required by California law.

Children’s Privacy

The Website is not directed to children, and we do not knowingly collect personal information from children.

International Users

This Website is intended for a United States audience. If you access it from outside the United States, you understand that your information may be transferred to and processed in the United States and subject to U.S. laws and regulations.

Third-Party Links

The Website may contain links to third-party websites. We are not responsible for the privacy practices or content of those sites and encourage users to review the privacy policies of those third parties.

Changes to This Policy

We may update this Privacy Policy periodically to reflect changes in operational, legal, or regulatory requirements. Any updates will be posted on this page with a revised effective date. Continued use of the Website after changes are posted constitutes acknowledgment of the updated Policy.

Contact Information

If you have questions regarding this Privacy Policy or wish to exercise your privacy rights, you may contact our Privacy Office at: Compliance@sageclinicalrcm.com.

Effective Date: November 2024

Last Updated: February 2026