Terms of Service

1. Agreement

This Terms of Service Agreement (“Agreement”) governs the use of the CRTX Agent + Platform provided by The Executive Whisper d/b/a Microsite Health, a Florida LLC ("Microsite Health," "We," or "Our") to you (the "Client," "Practice," "You," or "Your"). By accepting the Order Form and subscribing to the CRTX services, you agree to be bound by this Agreement.

This is a binding agreement. By accessing, using, or subscribing to our Services, clicking “Accept” or “Agree” to these Terms in the Services’ user interface, or signing a subscription agreement that incorporates this Agreement, you agree to these Terms. If you are entering into these Terms on behalf of a Client, you represent and warrant that you have the authority to bind the Client. If you do not agree to all of these Terms, you may not use the Service or set up an Account (as defined below).

2. Definitions

Service: Refers to the CRTX Agent + Platform and any related offerings, features, or support provided by Microsite Health.

User: An individual authorized by the Client to access or use the Service on behalf of the Client.

Effective Date: The date the Order is placed and payment is received, marking the start of this Agreement.

3. Services Provided

Microsite Health provides access to the CRTX Agent + Platform, a software suite designed for lead management, patient engagement, marketing optimization, and appointment scheduling, as well as other client management functions. Services include:

  • CRTX Agent: A personal AI agent for patient interaction and communication across web, phone, text, and email channels, operating 24/7 to answer questions, book appointments, and support patient engagement.
  • CRTX Platform: A comprehensive CRM that integrates patient tracking, telehealth scheduling, marketing insights, and performance optimization.

Clients may authorize employees or subcontractors as Users, who are subject to these Terms. The Client is responsible for the actions of all Users and must ensure their adherence to these Terms.

4. Subscription, Pricing, and Usage

  • Monthly Subscription Pricing: $495 per month, covering up to 1,000 leads, 1,000 phone minutes, and up to 10 Users.
  • Annual Payment Discount: 15% discount for annual payment, totaling $5,049 for 12 months.
  • Scaling Options for Larger Practices: Additional capacity can be purchased for $500 per month, which includes an additional 1,000 leads, 1,000 phone minutes, and 5 more Users.

Billing Clarification: “Lead” refers to any unique patient interaction initiated through the platform, and “Phone Minute” refers to minutes used for phone-based interactions. Usage exceeding the purchased limit will incur additional charges as agreed upon in the Order Form or an addendum.

5. Term and Termination

(i) Effective Date and Renewal: This Agreement begins on the Effective Date and renews monthly unless terminated as outlined below.

(ii) Termination: Either party may terminate the Agreement with 30 days’ notice following the Initial Term. Notices should be sent to [email protected]. In cases of payment delinquency or non-compliance with these Terms, Microsite Health reserves the right to suspend or terminate services upon 10 days’ notice.

(iii) Data Access upon Termination: Following termination, Microsite Health may retain data as required by applicable law and the Client may request data export services at an additional fee.

6. Client Responsibilities and Restrictions

Client agrees to:

  • Data Accuracy and Security: Ensure all information provided is accurate and complies with applicable laws, including HIPAA.
  • Usage Limitations: Use the Service solely for authorized purposes within the Client’s practice.
  • Data Responsibility: The Client is responsible for any data provided or uploaded to the platform, including ensuring that such data does not infringe third-party rights.

Client agrees not to:

  • Resell, rent, or lease access to the Service to unauthorized third parties.
  • Reverse engineer, access, or attempt to access the source code of the Service.
  • Circumvent or disable any security features of the Service.

7. Privacy, HIPAA Compliance, and Data Use

(i) HIPAA Compliance: Microsite Health handles Protected Health Information (PHI) in compliance with HIPAA and HITECH regulations, maintaining appropriate privacy and security safeguards.

(ii) Business Associate Agreement (BAA): This Agreement incorporates a Business Associate Agreement, which governs PHI-related compliance and can be viewed on this web page: Business Associate Agreement.

(iii) Data Ownership and Usage: Clients retain ownership of their data. By using the Service, Clients grant Microsite Health a limited right to process and use this data solely to deliver and improve the Service. Upon termination, Client data will be deleted unless required by law to retain it.

8. Payment Terms

Payments are due on the Effective Date and monthly thereafter unless paid annually. The payment method on file will be automatically billed. If payment is declined, Microsite Health may suspend services after 10 days’ notice. Reactivation may be subject to additional fees.

9. Indemnification

(i) Client Indemnification: Client agrees to indemnify, defend, and hold harmless Microsite Health against claims arising from materials or content provided by the Client, including infringement of intellectual property or data protection violations.

(ii) Microsite Health Indemnification: Microsite Health will indemnify the Client against claims resulting from the unauthorized use of the CRTX platform, limited to materials created or provided by Microsite Health.

10. Dispute Resolution and Arbitration

All disputes arising out of or related to this Agreement are subject to binding arbitration administered by the American Arbitration Association, held in Pinellas County, Florida. The parties may agree to conduct arbitration virtually to reduce costs. The arbitrator’s decision shall be binding and enforceable by any court of competent jurisdiction.

11. Limitation of Liability

Neither party will be liable for indirect, incidental, or consequential damages arising out of or related to this Agreement. Microsite Health’s liability under this Agreement is limited to the total amount paid by the Client in the preceding 12 months.

12. Data Retention and Deletion

Upon termination, Client data may be retained by Microsite Health as required by law. Clients may request data export within 30 days of termination, subject to additional fees. All remaining data will be deleted after the legally required retention period.

13. General Provisions

This Agreement represents the entire understanding between the parties regarding the CRTX services and supersedes all prior agreements. Any modifications to this Agreement must be made in writing and signed by both parties.

Modification of Terms: Microsite Health reserves the right to update these Terms periodically and will notify Clients of any substantial changes via email or the Service interface. Continued use of the Service after such updates constitutes acceptance of the revised Terms.

Acknowledgment: By completing the Order Form and submitting payment, you acknowledge and agree to abide by these Terms of Service and the incorporated Business Associate Agreement

© 2024 The Executive Whisper LLC. DBA Microsite Health. CRTX and Microsite Health are trademarks of The Executive Whisper LLC. All rights reserved.
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