Privacy Policy

Last Updated: January 16, 2026

Introduction

CareSola ("we," "us," or "our") is committed to protecting the privacy and security of your personal and health information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our healthcare advocacy services.

Information We Collect

We may collect the following types of information:

• Personal Information: Name, date of birth, address, phone number, email address, and Social Security Number (for insurance verification purposes only).
• Health Information: Medical history, current health conditions, medications, healthcare providers, insurance information, and other health-related data necessary to provide our services.
• Insurance Information: Medicare beneficiary number, Medicare Advantage plan details, and other insurance coverage information.
• Communication Data: Records of phone calls, video consultations, messages, and other communications with our advocates.

How We Use Your Information

We use your information to:

• Provide healthcare navigation and advocacy services
• Coordinate care between your healthcare providers
• Verify your insurance coverage and process claims
• Communicate with you about your care
• Improve our services and develop new features
• Comply with legal and regulatory requirements

HIPAA Compliance

CareSola is fully compliant with the Health Insurance Portability and Accountability Act (HIPAA). We implement administrative, physical, and technical safeguards to protect your Protected Health Information (PHI). We will never use or disclose your PHI without your authorization except as permitted or required by law.

Information Sharing

We may share your information with:

• Healthcare providers involved in your care (with your consent)
• Insurance companies for claims processing
• Third-party service providers who assist in delivering our services (bound by confidentiality agreements)
• Government agencies when required by law

We do not sell your personal or health information to third parties for marketing purposes.

Data Security

We employ industry-standard security measures including encryption, secure servers, access controls, and regular security audits to protect your information from unauthorized access, disclosure, or misuse.

Your Rights

You have the right to:

• Access your personal and health information
• Request corrections to inaccurate information
• Request restrictions on certain uses of your information
• Receive an accounting of disclosures of your PHI
• Receive a copy of this Privacy Policy

Data Retention

We retain your information for as long as necessary to provide our services and comply with legal obligations. Medical records are retained in accordance with applicable state and federal requirements.

Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of any material changes by posting the updated policy on our website and updating the "Last Updated" date.

Contact Us

If you have questions about this Privacy Policy or wish to exercise your rights, please contact us at privacy@caresola.com.