Privacy Policy

Last updated: January 2026

Important Notice

This tool is not intended for the entry or storage of protected health information (PHI).

Your Virtual CFO Report is designed to operate without requiring patient-identifiable information. Users should not enter names, Social Security numbers, dates of birth, medical record numbers, phone numbers, email addresses, or physical addresses into case records.

What We Collect

  • Access code information: Encrypted access codes, provider group names, and license expiration dates
  • Case metadata: Case nicknames, types, stages, financial amounts, and deadline information
  • Usage logs: Login times, feature usage, and session information for security purposes

PHI and Uploaded File Handling

Uploaded claims files are processed in-memory and never written to disk. PHI is automatically scrubbed before any analysis. Generated PDF reports are stored temporarily and auto-purged after 24 hours. No PHI is retained in our database.

Data Retention

De-identified aggregate metrics (denial rates, payer benchmarks, trend data) are retained to power the monthly intelligence comparison feature. Source files and individual PHI are never retained.

Contact

Privacy questions? Contact hello@medvient.com.