Legal

Privacy Policy

Last Updated: January 1, 2026

Valorem Systems ("Company," "we," "our," or "us") respects your privacy and is committed to protecting the information we collect through our website, services, forms, communications, advertising campaigns, software platforms, and related technologies.

This Privacy Policy explains how we collect, use, disclose, store, and protect information when you access our website, schedule appointments, submit forms, communicate with us, or use our services.

By accessing our website or using our services, you acknowledge that you have read and understood this Privacy Policy.

1. INFORMATION WE COLLECT

We may collect the following categories of information:

Personal Information

  • Full name
  • Email address
  • Telephone number
  • Physical address
  • Business name
  • Job title
  • Billing information
  • Payment information
  • Appointment information
  • Form submissions
  • Communication preferences

Business Information

  • Business contact information
  • Advertising account information
  • CRM account information
  • Website information
  • Marketing performance information
  • Business operational information necessary to provide services

Technical Information

  • IP address
  • Browser type
  • Device information
  • Operating system
  • Website usage data
  • Referral sources
  • Cookie data
  • Analytics information

Communications Information

  • Emails
  • SMS messages
  • Call records
  • Appointment requests
  • Customer support inquiries
  • Feedback and survey responses

Healthcare-Related Information

Users should avoid submitting sensitive medical information through general website contact forms unless specifically requested by a treatment provider.

Valorem Systems may process information relating to healthcare inquiries, treatment interests, insurance information, or related information solely on behalf of our clients and in accordance with applicable agreements.

2. HOW WE COLLECT INFORMATION

We may collect information:

  • Directly from you
  • Through website forms
  • Through appointment scheduling tools
  • Through phone calls and SMS communications
  • Through advertising platforms
  • Through cookies and tracking technologies
  • Through client onboarding processes
  • Through integrations with third-party platforms
  • Through publicly available business sources

3. HOW WE USE INFORMATION

We may use collected information to:

  • Provide services
  • Process transactions
  • Manage client relationships
  • Schedule appointments
  • Deliver customer support
  • Communicate with users
  • Send service-related notifications
  • Send marketing communications where permitted by law
  • Improve our services
  • Improve website functionality
  • Analyze website performance
  • Measure advertising effectiveness
  • Maintain business records
  • Detect fraud
  • Protect our rights and interests
  • Comply with legal obligations
  • Enforce agreements

4. CLIENT DATA AND PLATFORM INFORMATION

As part of providing services, Valorem Systems may receive access to client-owned systems, including:

  • CRM platforms
  • Lead databases
  • Advertising accounts
  • Business manager accounts
  • Websites
  • Domains
  • Analytics platforms
  • Communication platforms
  • Customer records

Such information is accessed and processed solely for the purpose of delivering contracted services.

Ownership of client data, including personally identifiable information submitted by prospective patients, customers, or users through campaigns, websites, forms, or other lead generation activities conducted on a client's behalf, remains with the applicable client.

Valorem Systems does not sell, rent, license, or disclose identifiable client lead information to competing treatment providers or other third parties for their independent marketing purposes without appropriate authorization or consent.

Valorem Systems may retain and use de-identified, aggregated, anonymized, or statistical information derived from client data for internal analytics, reporting, service improvement, product development, benchmarking, machine learning, business operations, security, compliance, and other lawful business purposes, provided such information cannot reasonably be used to identify any individual or client.

Valorem Systems may retain limited records, logs, backups, system configurations, communications, and implementation records for operational, security, compliance, dispute resolution, legal, and business continuity purposes.

5. AUTOMATED COMMUNICATIONS

Valorem Systems and its clients may utilize automated technologies, including:

  • Email automation
  • SMS automation
  • Artificial intelligence systems
  • CRM workflows
  • Automated appointment reminders
  • Lead nurturing systems
  • Conversational messaging platforms

By submitting your information, you acknowledge that communications may be delivered through automated technologies where permitted by law.

6. SMS COMMUNICATIONS

IMPORTANT NOTICE REGARDING TEXT MESSAGING DATA

Valorem Systems does not sell, rent, share, transfer, or disclose customer opt-in information, mobile phone numbers, consent records, or SMS subscriber information to third parties for their own marketing or promotional purposes.

SMS consent data is maintained confidentially and used solely to provide requested communications and services.

By opting into SMS communications, you consent to receive messages relating to:

  • Appointment reminders
  • Customer support
  • Service notifications
  • Account-related communications
  • Business communications you have requested

Message frequency may vary.

Message and data rates may apply.

Consent to receive SMS communications is not a condition of purchasing any goods or services.

Users may opt out at any time by replying STOP.

Users may request assistance by replying HELP or contacting us at info@valoremsystems.com.

Wireless carriers are not liable for delayed or undelivered messages.

7. HEALTHCARE COMPLIANCE DISCLAIMER

Valorem Systems provides marketing, advertising, automation, technology, and consulting services.

Valorem Systems does not provide:

  • Medical advice
  • Legal advice
  • Insurance advice
  • Regulatory consulting
  • Accreditation consulting
  • HIPAA certifications

Clients remain solely responsible for compliance with applicable laws, regulations, licensing requirements, accreditation standards, privacy obligations, and industry requirements.

Where applicable, Valorem Systems may process information on behalf of clients pursuant to separate contractual agreements, including Business Associate Agreements.

8. INFORMATION SHARING AND DISCLOSURE

Valorem Systems does not sell personal information.

We may disclose information to:

Service Providers

  • Payment processors
  • Scheduling providers
  • CRM providers
  • Hosting providers
  • Analytics providers
  • Communication providers
  • Technology vendors

Legal Compliance

We may disclose information when required by:

  • Court order
  • Legal process
  • Government request
  • Law enforcement request
  • Regulatory investigation

Business Transactions

Information may be transferred in connection with:

  • Merger
  • Acquisition
  • Asset sale
  • Corporate restructuring

Any successor entity will remain subject to obligations substantially similar to those described in this Privacy Policy.

Client Lead Information

When Valorem Systems processes information on behalf of a client, we act as a service provider or processor in accordance with applicable agreements and instructions.

We do not sell identifiable lead information collected on behalf of our clients or disclose such information to competing treatment providers for their independent marketing purposes.

We may share information with authorized service providers and technology partners solely as necessary to provide contracted services, maintain platform functionality, comply with legal obligations, protect our rights, or fulfill other purposes described in this Privacy Policy.

Any use of de-identified, aggregated, or anonymized information will be conducted in a manner designed to prevent the identification of any individual.

9. COOKIES, ADVERTISING, AND TRACKING TECHNOLOGIES

We may use:

  • Cookies
  • Pixels
  • Web beacons
  • Meta Pixel
  • Conversion APIs
  • Google Analytics
  • Google Tag Manager
  • Advertising platforms
  • Analytics tools

These technologies help us:

  • Improve website performance
  • Analyze user behavior
  • Measure advertising effectiveness
  • Conduct remarketing campaigns
  • Deliver targeted advertising
  • Enhance user experience

Users may manage cookie preferences through browser settings or applicable opt-out tools.

10. DATA RETENTION

We retain information only as long as reasonably necessary for legitimate business purposes, including:

  • Providing services
  • Maintaining business records
  • Complying with legal obligations
  • Resolving disputes
  • Enforcing agreements
  • Protecting our rights and interests

Information may remain in backups, archives, logs, and security systems for a reasonable period after deletion requests.

SMS consent records, transaction records, and client account information may be retained as required by law or for compliance purposes.

11. DATA SECURITY

Valorem Systems implements commercially reasonable safeguards designed to protect information.

Security measures may include:

  • Encryption
  • Access controls
  • Authentication procedures
  • Security monitoring
  • Employee training
  • Backup systems

No method of transmission, storage, or processing is completely secure, and we cannot guarantee absolute security.

12. YOUR PRIVACY RIGHTS

Depending on applicable law, you may have the right to:

  • Access your information
  • Correct inaccurate information
  • Delete information
  • Obtain a copy of your information
  • Withdraw consent
  • Restrict certain processing activities
  • Opt out of targeted advertising
  • Appeal the denial of a privacy request where applicable

To exercise your rights, contact us using the information provided below.

We may verify your identity before processing requests.

13. BUSINESS CONTACT INFORMATION

Valorem Systems may collect and process publicly available business contact information for legitimate business development, networking, communication, and marketing purposes where permitted by applicable law.

14. THIRD-PARTY WEBSITES

Our website may contain links to third-party websites.

Valorem Systems is not responsible for the privacy practices, policies, content, or security of third-party websites.

Users should review third-party privacy policies before providing information.

15. INTERNATIONAL DATA TRANSFERS

Information may be stored, processed, and transferred in the United States and other jurisdictions where Valorem Systems, its contractors, service providers, or technology partners operate. By using our website or services, you consent to such transfers.

16. CHILDREN'S PRIVACY

Our website and services are not directed toward individuals under eighteen (18) years of age.

We do not knowingly collect information from minors.

17. CHANGES TO THIS PRIVACY POLICY

We may update this Privacy Policy at any time.

The most current version will always be posted on our website with the updated effective date.

Continued use of our website or services after changes are posted constitutes acceptance of the revised Privacy Policy.

18. CONTACT INFORMATION

Valorem Systems

Phone: +1 (262) 261-7725

Email: info@valoremsystems.com

Website: valoremsystems.com

By using our website, submitting forms, scheduling appointments, communicating with Valorem Systems, or using our services, you acknowledge that you have read and understood this Privacy Policy.