Welcome to PatientLIENQ, AttorneyLIENQ, ProviderLIENQ, and ProviderLIENQ+ (collectively, the “Platform”), operated by MedLegal Solutions, LLC d/b/a PatientLIENQ (“PatientLIENQ,” “we,” “our,” or “us”). These Terms of Use (“Terms”) govern your access to and use of the Platform, including all related services, applications, portals, communications, software, integrations, content, and functionality.

By accessing, registering for, logging into, or using the Platform, you acknowledge that you have read, understood, and agree to be bound by these Terms and all applicable laws and regulations.

If you are using the Platform on behalf of a medical entity, law firm, healthcare organization, funding organization, business entity, or other organization, you represent and warrant that you have the authority to bind that organization to these Terms.

If you do not agree to these Terms, you may not access or use the Platform.

PatientLIENQ provides a cloud-based software platform designed to support healthcare, referral, operational, lien management, patient coordination, workflow automation, reporting, document management, scheduling, analytics, communication, and related business operations.

Features and functionality may include patient workflow coordination; referral and lien management; scheduling and operational task management; file and document uploads; workflow notifications and communications; reporting and analytics; AI-assisted summaries, recommendations, and automation; administrative configuration tools; and security, audit, and compliance functionality.

The Platform is intended solely for authorized business and operational use.

PatientLIENQ does not provide medical advice, legal advice, legal representation, medical diagnosis, treatment recommendations, or financial advice.

You may use the Platform only if you are at least eighteen (18) years old; you are authorized by your organization to access and use the Platform; and your use complies with all applicable laws, regulations, contractual obligations, and organizational policies.

You are responsible for all activities conducted under your account credentials.

Users are responsible for maintaining the confidentiality and security of account credentials, including usernames, passwords, authentication methods, and access devices.

You agree to use strong and unique passwords; maintain appropriate administrative safeguards; promptly notify PatientLIENQ of suspected unauthorized access or security incidents; and ensure users only access data necessary for authorized operational purposes.

PatientLIENQ reserves the right to suspend, restrict, or terminate access if unauthorized activity, security concerns, or misuse is detected.

PatientLIENQ is designed to support healthcare operational workflows that may involve Protected Health Information (“PHI”) as defined under the Health Insurance Portability and Accountability Act of 1996 (“HIPAA”).

PatientLIENQ implements administrative, technical, and physical safeguards intended to support the confidentiality, integrity, and availability of information processed through the Platform.

Customers are solely responsible for determining whether HIPAA applies to their operations; maintaining their own compliance obligations; ensuring proper authorization for uploaded information; managing user access and permissions; executing any required Business Associate Agreements (“BAAs”); and maintaining their own internal compliance programs.

Use of the Platform does not, by itself, guarantee HIPAA compliance.

The Platform may provide AI-assisted functionality, including summaries, workflow recommendations, operational notifications, reporting assistance, task automation, prioritization assistance, and interactions through the PatientLIENQ AI assistant (“Q”).

AI-generated content may contain inaccuracies or incomplete information; should not be relied upon as medical, legal, compliance, financial, or professional advice; and must be independently reviewed and validated by authorized personnel.

PatientLIENQ does not warrant the accuracy, completeness, or suitability of AI-generated outputs.

Users remain fully responsible for operational decisions and actions taken based on AI-assisted functionality.

AI-assisted functionality is probabilistic in nature and may generate inaccurate, incomplete, delayed, inconsistent, or unintended outputs. AI-generated summaries, recommendations, prioritization logic, notifications, communications, and operational suggestions may omit relevant information or fail to identify critical items.

AI-assisted functionality is intended solely as a supplemental operational tool and must not replace independent human review, professional judgment, workforce oversight, patient care decision-making, legal review, compliance analysis, or organizational operational procedures.

Customer acknowledges and agrees that PatientLIENQ shall not be responsible for operational reliance placed upon AI-generated outputs, workflow recommendations, prioritization logic, communications, or automation results.

Users may not access the Platform without authorization; share credentials between users; circumvent security controls or access restrictions; upload malicious code, malware, ransomware, or harmful content; attempt to reverse engineer the Platform; scrape or harvest Platform data; use the Platform for unlawful activities; interfere with Platform performance or security; misrepresent identities or affiliations; or use the Platform in violation of applicable healthcare privacy laws.

PatientLIENQ reserves the right to investigate and respond to violations.

PatientLIENQ maintains security controls designed to support role-based access management; encryption of data in transit; audit logging; administrative safeguards; operational monitoring; backup and recovery procedures; and incident response processes.

While PatientLIENQ strives to maintain secure and reliable services, no system can be guaranteed to be completely secure, uninterrupted, or error-free.

Scheduled maintenance, updates, third-party outages, internet disruptions, cybersecurity events, and force majeure events may impact Platform availability.

The Platform is not intended for emergency communications, emergency medical services, emergency response coordination, or urgent medical decision-making. Users should not rely upon the Platform for emergency communications or time-sensitive emergency situations.

The Platform, including all software, workflows, interfaces, branding, designs, documentation, graphics, SMS/text, reports, AI functionality, and related intellectual property, are owned by or licensed to PatientLIENQ and are protected by applicable intellectual property laws.

No rights are granted except as expressly stated in these Terms.

Users may not copy or reproduce the Platform; modify or create derivative works; reverse engineer the Platform; remove proprietary notices; or use PatientLIENQ branding without authorization.

The Platform may integrate with or rely upon third-party services, browsers, hosting providers, cloud infrastructure providers, email providers, analytics providers, or other external systems.

PatientLIENQ is not responsible for third-party outages; browser incompatibilities; external system failures; third-party security incidents; or content or functionality provided by third parties.

The Platform is provided on an “as is” and “as available” basis.

To the maximum extent permitted by law, PatientLIENQ disclaims all warranties, whether express, implied, statutory, or otherwise, including implied warranties of merchantability, fitness for a particular purpose, non-infringement, and accuracy.

PatientLIENQ does not warrant that the Platform will be uninterrupted; the Platform will be error-free; all defects will be corrected; the Platform will meet every customer requirement; or AI-generated outputs will be accurate or complete.

To the maximum extent permitted by law, PatientLIENQ shall not be liable for indirect damages; incidental damages; special damages; consequential damages; lost profits; loss of data; business interruption; reputational harm; regulatory penalties; or losses arising from third-party actions.

PatientLIENQ’s total liability arising out of or related to the Platform shall not exceed the amounts paid by customer to PatientLIENQ during the twelve (12) months preceding the event giving rise to the claim.

You agree to defend, indemnify, and hold harmless PatientLIENQ and its affiliates, officers, employees, contractors, licensors, and representatives from and against any claims, liabilities, damages, losses, costs, and expenses arising out of your use of the Platform; your violation of these Terms; your violation of applicable laws; unauthorized disclosure of information; misuse of PHI or sensitive data; customer operational decisions; customer handling, disclosure, transmission, or storage of PHI; unauthorized uploads or disclosures by customer personnel; reliance upon AI-generated outputs or automation functionality; and customer failure to maintain required consents, authorizations, notices, or compliance obligations.

PatientLIENQ reserves the right to suspend or terminate access to the Platform at any time for security concerns; suspected misuse; non-payment; violations of these Terms; and operational or legal requirements.

Termination does not relieve users or customers of obligations incurred prior to termination.

Customer retains ownership of customer-provided information, records, documents, and data uploaded to or processed through the Platform (“Customer Data”).

Subject to these Terms and applicable agreements, PatientLIENQ grants authorized users access to Customer Data through the Platform during active subscription periods.

If services are suspended, terminated, canceled, or become inactive due to non-payment or expiration, PatientLIENQ may restrict Customer access to certain Platform functionality, including data modification, workflow processing, uploads, automation functionality, integrations, communications, scheduling functionality, administrative features, and AI-assisted functionality.

Following suspension, cancellation, expiration, or non-payment, PatientLIENQ may provide Customer with limited read-only access to Customer Data for up to ninety (90) days, unless otherwise restricted by applicable law, security obligations, legal process, operational requirements, or separate written agreement.

Read-only access does not include continued access to active Platform functionality, workflow execution, automation services, integrations, AI-assisted processing, communications functionality, or administrative controls.

Reactivation of suspended, inactive, or terminated accounts may be subject to payment of outstanding balances; payment of applicable reactivation or reinstatement fees; administrative review; security verification procedures; updated subscription pricing; and execution of updated agreements or policies.

Upon written request and subject to applicable fees, PatientLIENQ may assist customers with exporting Customer Data in commercially reasonable formats supported by the Platform at the time of export.

Export services may be subject to administrative processing fees, technical service fees, identity verification requirements, security review procedures, operational scheduling constraints, and data format limitations.

PatientLIENQ does not guarantee compatibility of exported data with third-party systems, software, workflows, or environments.

Following expiration of the read-only access period, PatientLIENQ may retain, archive, restrict, anonymize, or delete Customer Data in accordance with applicable agreements, operational requirements, backup procedures, legal obligations, security requirements, and retention policies.

These Terms shall be governed by and construed in accordance with the laws of the State of Utah, without regard to conflict of law principles.

Venue and jurisdiction shall be exclusively located in Salt Lake County, Utah.

PatientLIENQ may modify these Terms at any time.

Updated Terms will become effective upon posting to the Platform.

Continued use of the Platform after updated Terms are posted constitutes acceptance of the revised Terms.

Questions regarding these Terms may be directed to:

PatientLIENQ
6955 Union Park Center, Ste 220
Salt Lake City, UT 84047
support@patientlienq.com
800.688.0650

PatientLIENQ respects the privacy and security of information processed through the Platform.

This Privacy Policy describes how PatientLIENQ collects, uses, stores, processes, discloses, and protects information associated with the use of the Platform.

Information collected may include user account information; organization information; contact information; uploaded documents and files; workflow and operational data; scheduling and referral information; audit logs and usage activity; device, browser, and access information; and technical support communications.

Information may include Protected Health Information (“PHI”) where authorized by customers.

PatientLIENQ may use information to operate and maintain the Platform; provide customer support; support workflow automation and reporting; improve platform functionality; monitor performance and security; investigate security incidents; comply with legal obligations; and communicate with authorized users.

PatientLIENQ does not sell customer PHI.

PatientLIENQ maintains administrative, technical, and operational safeguards designed to support data protection and platform security.

Security measures may include encryption in transit; access controls; role-based permissions; audit logging; monitoring and alerting; backup and recovery procedures; and administrative access restrictions.

Information may be retained for operational continuity; for contractual obligations; for legal or regulatory compliance; for backup and recovery purposes; and for audit and security review purposes.

Retention periods may vary depending on customer agreements, legal requirements, and operational needs.

PatientLIENQ may utilize third-party providers for cloud hosting; infrastructure services; monitoring; authentication; analytics; email communications; and security operations.

Third-party providers may process information solely for authorized business purposes.

PatientLIENQ does not sell customer PHI or customer contact information to third parties.

Customers and users are responsible for maintaining appropriate permissions; limiting unauthorized disclosures; managing user access; maintaining organizational compliance obligations; and ensuring uploaded information is authorized.

By using the Platform, users consent to receive operational, administrative, security, workflow, onboarding, implementation, support, and service-related communications from PatientLIENQ.

Communications may include email notifications; workflow alerts; product updates; security notifications; operational reminders; administrative announcements; customer support communications; and SMS/text notifications where enabled.

Users may also receive product announcements, feature updates, educational communications, newsletters, and related marketing communications.

Users may opt out of non-essential marketing communications using available unsubscribe or communication preference mechanisms. However, users may continue receiving operational or service-related communications necessary for platform functionality, security, compliance, or account administration.

Message and data rates may apply for communications. Message frequency may vary depending on account activity and configured notifications.

Customers represent and warrant that they possess all necessary rights, authorizations, permissions, notices, and consents required to upload, process, transmit, store, disclose, and manage information through the Platform.

Customers are solely responsible for ensuring lawful use of all information processed through the Platform.

PatientLIENQ may update this Privacy Policy periodically.

Updated versions become effective upon posting.

PatientLIENQ is committed to maintaining a secure, reliable, and operationally responsible platform environment.

The Platform is designed with security-focused administrative, technical, and operational safeguards intended to support healthcare operational workflows.

PatientLIENQ is designed to support organizations operating within HIPAA-regulated environments.

Security and operational controls may include role-based access management; user authentication; audit logging; encryption in transit; operational monitoring; administrative safeguards; access restrictions; and incident response procedures.

Customers remain responsible for their own compliance obligations, including workforce policies, operational procedures, user management, and required agreements.

PatientLIENQ maintains operational and security practices intended to align with recognized security principles commonly associated with SOC 2 frameworks, including security; availability; confidentiality; change management; access management; and monitoring and operational oversight.

Unless expressly stated otherwise in writing, PatientLIENQ does not represent or warrant that the Platform has achieved formal SOC 2 certification or attestation.

PatientLIENQ maintains procedures intended to support security monitoring; investigation of suspicious activity; incident escalation; operational containment; service restoration; and customer notification where required.

Platform security requires shared responsibility between PatientLIENQ and customers.

Customers are responsible for user access governance; workforce training; endpoint security; credential protection; organizational compliance programs; and proper data handling procedures.

This Acceptable Use Policy establishes standards for authorized and responsible use of the PatientLIENQ Platform.

Users may not attempt unauthorized access; share credentials; circumvent authentication controls; upload malware or harmful content; use automated scraping tools; interfere with platform operations; attempt denial-of-service attacks; violate healthcare privacy laws; use the Platform for fraudulent activities; or misrepresent affiliations or identities.

Violations may result in account suspension; access restrictions; service termination; investigation; and legal action where appropriate.

PatientLIENQ does not establish a provider-patient relationship, attorney-client relationship, or fiduciary relationship through use of the Platform.

PatientLIENQ may provide AI-assisted functionality through workflow automation, operational recommendations, prioritization assistance, summaries, alerts, communications, analytics, or conversational interactions.

AI-assisted functionality is intended to support operational efficiency and workflow visibility.

AI-generated outputs do not constitute medical advice; legal advice; compliance advice; financial advice; or clinical recommendations.

Users must independently validate outputs before relying upon them operationally.

Customers and users remain fully responsible for operational decisions; data accuracy; workflow approvals; communications; compliance obligations; and review of AI-generated outputs.

PatientLIENQ may retain customer information and operational records for active platform operations; backup and recovery; security monitoring; audit review; and legal and regulatory obligations.

Retention periods may vary based upon customer agreements, operational requirements, legal obligations, and system architecture.

PatientLIENQ strives to maintain reliable service availability and operational continuity.

However, service interruptions may occur due to maintenance; security events; infrastructure failures; internet disruptions; third-party outages; and force majeure events.

No uninterrupted availability guarantee is provided unless expressly stated in a separate written agreement.

Following termination or expiration of services, PatientLIENQ may retain or delete customer information in accordance with contractual obligations, operational requirements, backup procedures, legal obligations, security requirements, and applicable retention policies.

Customers are responsible for maintaining authorized user access; verifying information accuracy; managing internal compliance obligations; training workforce members; protecting credentials and devices; maintaining endpoint security; ensuring lawful use of the Platform; reviewing AI-generated outputs; maintaining operational procedures; ensuring proper workforce authorization and training; maintaining legally required notices and consents; independently reviewing AI-assisted outputs and communications; ensuring lawful communications with patients and contacts; and maintaining organizational cybersecurity safeguards.

Where required by applicable law and agreed upon by the parties, PatientLIENQ and customer organizations may execute a separate Business Associate Agreement (“BAA”).

Execution of a BAA may be required before certain categories of Protected Health Information are processed through the Platform.

Business Associate Agreements may be made available upon request and are subject to separate review, approval, and execution.

By accessing the Platform, you agree to the Terms of Use, Privacy Policy, HIPAA & Security Statement, and policies governing authorized access and use.

These Terms, together with any applicable subscription agreements, Business Associate Agreements (“BAAs”), service agreements, order forms, policies, addenda, notices, and other executed agreements between the parties, constitute the complete and exclusive agreement regarding access to and use of the Platform and supersede all prior or contemporaneous discussions, communications, representations, understandings, or agreements relating to the subject matter herein.

If any provision of these Terms is determined to be invalid, unlawful, unenforceable, or otherwise ineffective by a court or tribunal of competent jurisdiction, the remaining provisions shall remain in full force and effect to the maximum extent permitted by applicable law.

No waiver by PatientLIENQ of any provision, right, breach, or default under these Terms shall be deemed a continuing waiver or constitute a waiver of any other provision, right, breach, or default. Failure or delay by PatientLIENQ in enforcing any provision of these Terms shall not operate as a waiver of such provision or any related rights.

PatientLIENQ reserves the right to modify, enhance, suspend, discontinue, replace, or remove portions of the Platform, features, functionality, integrations, workflows, AI-assisted functionality, communications functionality, security controls, or related services at any time and without prior notice.

PatientLIENQ may also implement updates, upgrades, maintenance releases, operational changes, security enhancements, or infrastructure modifications that may affect functionality, workflows, availability, or user experience.

PatientLIENQ shall not be liable for modifications, interruptions, suspension, discontinuation, or retirement of any portion of the Platform or related services.

By accessing or using the Platform, users consent to receive communications electronically from PatientLIENQ, including notices, disclosures, operational communications, security notifications, workflow communications, support communications, and other information related to the Platform and associated services.

Users agree that electronic communications satisfy any legal requirement that such communications be provided in writing.