Terms and Conditions

Terms for using Intelligent Clinic OS.

These Terms and Conditions describe the rules for accessing and using Intelligent Clinic OS, including the EMR, documentation, scheduling, billing, fax, portal, messaging, AI assistance, and front desk workflows. Last updated: July 1, 2026.

1. Agreement to these terms

By creating an account, accessing Intelligent Clinic OS, or using Intelligent Clinic OS services, you agree to these Terms on behalf of yourself and, if applicable, the clinic or organization you represent. If you do not agree, do not use the service.

If your organization has a separate written agreement with Intelligent Clinic OS, that written agreement controls where it conflicts with these Terms.

2. The Intelligent Clinic OS service

Intelligent Clinic OS provides software for clinic operations, including patient charts, scheduling, appointment reminders, service dates, clinical notes, AI-assisted documentation, intake forms, patient portal workflows, home exercise workflows, faxing, insurance and cash-pay billing, claims workflows, eligibility, invoices, payments, receptionist workflows, call logs, SMS messaging, reporting, and administrative settings.

Intelligent Clinic OS is a software platform. It does not provide medical advice, clinical care, diagnosis, treatment, legal advice, tax advice, or billing compliance advice. Clinics and licensed professionals remain responsible for care decisions, documentation, coding, billing, communication, and compliance.

3. Clinic and user responsibilities

Each clinic and authorized user is responsible for:

  • Using Intelligent Clinic OS only for lawful healthcare and clinic operations.
  • Maintaining accurate patient, provider, payer, billing, clinical, and contact information.
  • Reviewing, editing, and approving all clinical notes, AI-assisted drafts, billing codes, claims, invoices, messages, and faxes before use.
  • Obtaining patient consents, authorizations, messaging opt-ins, payer authorizations, and legal notices required for clinic operations.
  • Keeping login credentials secure and granting access only to authorized workforce members.
  • Complying with HIPAA, payer rules, professional licensing obligations, carrier messaging rules, and other laws that apply to the clinic.

4. AI-assisted documentation

Intelligent Clinic OS may include AI-assisted features that draft, summarize, structure, or suggest clinical and administrative content based on information available in the clinic workspace. AI output may be incomplete, incorrect, or inappropriate for a particular patient, payer, or clinical scenario.

Authorized clinic users must review and approve AI-assisted content before signing notes, sending communications, submitting claims, or making clinical decisions. Intelligent Clinic OS does not replace professional judgment.

5. Messaging and SMS terms

Clinics may use Intelligent Clinic OS to send and receive SMS or related messages for appointment reminders, scheduling, intake links, portal access, billing notices, receptionist follow-up, patient support, and other healthcare operations approved by the clinic. Message frequency varies. Message and data rates may apply.

SMS consent is not a condition of purchase. Recipients can opt out by replying STOP and can request help by replying HELP when supported by the clinic messaging workflow. Clinics must honor opt-out requests and must not send messages to people who have not provided appropriate consent.

Intelligent Clinic OS does not sell mobile numbers or SMS opt-in data. Intelligent Clinic OS does not share SMS consent, opt-in records, or mobile numbers with third parties or affiliates for their marketing or promotional purposes. Messaging data may be processed by service providers and carriers needed to send, receive, secure, log, and support messages.

6. Patient portal, faxes, billing, and payments

Patient portal links, intake packets, document links, magic links, faxes, eligibility checks, invoices, payment links, and claim workflows may contain sensitive information. Clinics are responsible for confirming recipients, maintaining accurate contact details, selecting appropriate documents, and reviewing transmitted material before sending.

Billing, coding, payer, claim, ledger, and payment tools are operational aids. Clinics remain responsible for coding accuracy, medical necessity, payer rules, refunds, adjustments, claim submission decisions, and reconciliation.

7. Acceptable use

You may not use Intelligent Clinic OS to:

  • Violate law, healthcare privacy obligations, carrier messaging rules, payer requirements, or professional duties.
  • Send spam, deceptive messages, unrelated third-party marketing, harassment, or communications without proper consent.
  • Upload malicious code, disrupt the service, bypass security controls, scrape data, or access accounts or records without authorization.
  • Misrepresent identity, clinical credentials, payer status, patient consent, or message purpose.
  • Use Intelligent Clinic OS for emergency dispatch, life-safety alerts, or urgent clinical instructions where failure or delay could cause harm.

8. Accounts, access, and security

Organizations control user access and roles within their clinic workspace. You must keep credentials confidential, use reasonable safeguards, and notify Intelligent Clinic OS or your clinic administrator promptly if you suspect unauthorized access or misuse.

Intelligent Clinic OS may suspend or restrict access if necessary to protect patients, clinics, the service, messaging channels, payment systems, or legal compliance.

9. Fees, subscriptions, and third-party services

Paid plans, usage-based fees, payment processing fees, messaging fees, carrier fees, fax fees, and third-party service fees may apply depending on configuration and usage. Third-party services such as payment processors, communication providers, clearinghouses, fax providers, hosting providers, and identity providers may have their own terms and policies.

10. Disclaimers and limitation of liability

Intelligent Clinic OS is provided on an as-available basis to support clinic operations. We do not guarantee uninterrupted service, error-free output, claim payment, payer acceptance, message delivery, clinical outcomes, or compliance results. To the maximum extent permitted by law, Intelligent Clinic OS disclaims warranties not expressly stated in a written agreement.

To the maximum extent permitted by law, Intelligent Clinic OS will not be liable for indirect, incidental, special, consequential, exemplary, or punitive damages, or for lost profits, lost revenue, lost data, claim denials, message filtering, or business interruption.

11. Changes and contact

Intelligent Clinic OS may update these Terms from time to time. Material changes will be posted through the service or on this page. Continued use after an update means you accept the updated Terms.

Questions about these Terms may be sent through the contact or support channels provided to your clinic. Patients should contact their healthcare provider directly for medical, billing, records, or privacy questions.