Privacy Policy

Concierge Medical & Risk Consultants (“CMRC,” “we,” “our,” “us”) values your privacy and is committed to protecting the personal information of our clients, visitors, and business partners. This Privacy Policy explains how we collect, use, share, and safeguard your information when you use our website (https://conciergemrc.com), our services, or communicate with us.

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1. Information We Collect

CMRC collects information voluntarily provided through website forms, referral materials, authorizations, and direct communications, including:

 

Personal Information
Identifying and contact information such as name, organization, email address, telephone number, and mailing address, as provided.

 

Case-Related Information
Medical, claim, and related documentation submitted for purposes of professional medical-legal evaluation, review, analysis, or documentation within CMRC’s scope of practice.

 

Technical Information
Limited technical data such as IP address, browser type, device information, and site usage activity generated through standard website interactions.

 

Documents and Records
Files transmitted or uploaded to CMRC, including medical records, legal documents, or other materials relevant to an engagement.

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2. How We Use Your Information

Information is used for professional and administrative purposes only, including to:

• Evaluate, review, analyze, document, and summarize information for life care planning, medical cost projections, case reviews, and related consulting services.

• Respond to inquiries, referrals, and engagement communications.

• Support administrative operations, record management, and internal quality review.

• Maintain secure handling of information using HIPAA-aligned administrative, technical, and physical safeguards.

• Communicate engagement-related updates, confirmations, and administrative notices.

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CMRC does not sell, rent, or trade personal information.

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3. Sharing of Information

Information is disclosed only under limited circumstances consistent with professional practice and engagement requirements, including:

 

With Authorization
When the individual or retaining party authorizes disclosure to attorneys, insurers, providers, or other identified parties.

 

With Third-Party Service Providers
When third parties support secure storage, transmission, or administrative functions under agreement and administrative oversight.

 

As Required by Law
When disclosure is required by applicable law, court order, or lawful governmental request.

 

Professional Collaboration
When case-relevant information is shared with other professionals involved in the matter for collaborative purposes, consistent with scope of practice and standards-guided methodology. Such collaboration does not imply agreement or endorsement.

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4. Data Protection

HIPAA-aligned administrative, technical, and physical safeguards are applied in information handling, subject to client authorizations and industry standard practices.

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While extensive measures are applied, no system is represented as infallible.

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5. Your Rights

Depending on your jurisdiction, you may have rights to:

• Access, correct, or request deletion of your personal information.

• Restrict or object to the processing of your data.

• Request a copy of your information in portable form.

To exercise your rights, contact us at info@conciergemrc.com or call (336) 380-0041.

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6. Data Retention

Information is retained only for periods necessary to fulfill professional services, contractual obligations, administrative requirements, and standards-guided documentation practices. Retention periods vary based on engagement scope and applicable obligations.

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7. Minors

CMRC accepts matters involving individuals under 18 years of age.
Medical and case information must be submitted by an authorized adult, such as a parent, legal guardian, or attorney.

 

Interviews or assessments involving minors occur only with appropriate authorization and presence of a legal guardian when required.

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8. Third-Party Links

This website may reference or link to external resources for informational purposes.

 

CMRC does not control and is not responsible for the content or privacy practices of third-party websites.

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9. Changes to This Policy

This Privacy Policy may be revised periodically to reflect changes in practices or requirements.

Updates are posted on this page with an updated effective date.

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10. Contact Us

Concierge Medical & Risk Consultants
PO Box 50
Elon, NC 27244
Phone: (336) 380-0041
Email: info@conciergemrc.com