Privacy & Communication Notice

Reaching out to Next Move Care Navigation often means sharing some of the most personal details of your life — a diagnosis, a family conflict, a fear you haven't said out loud yet. We take that seriously. This notice explains, honestly and without jargon, what we do with the information you share with us.

Information We Collect

Depending on how you interact with us, we may collect:

• From our public website: first and last name, phone number, email address, state, and a general reason for contact.
• From our secure client intake form (shared only after a Discovery Call): date of birth, age, gender, address, insurance information, and — only if you choose to share it — household income.
• Health-related information: known diagnoses, recent changes in condition, care team details, and the patient's stated wishes and values, as you describe them to us.
• Documents you choose to share: such as discharge paperwork, advance directives, or insurance notices connected to your specific concern.
• Consultation notes: a professional record of what was discussed, resources suggested, and next steps — written factually, without personal judgment.

How We Use Your Information

Your information is used only to:

• Determine whether our services are an appropriate fit for your situation
• Prepare for and conduct your Care Clarity Intensive or other purchased service
• Build your personalized Care Clarity Command Plan
• Maintain professional records of the services provided
• Communicate with you about scheduling, payment, and follow-up care

We do not use your information for advertising, and we do not sell it to anyone, under any circumstances.

How We Protect Your Information

We use reasonable administrative, technical, and physical safeguards appropriate to the information we receive and the services we provide. Practically, that means:

• Sensitive documents should only be submitted through our designated secure client system — never by ordinary text message, email attachment, or social media direct message.
• Please do not send Social Security numbers, online banking credentials, or credit card details through any messaging channel.
• Our secure client intake form is password-protected and is not indexed by search engines.
• Access to your information is limited to what is reasonably necessary to provide your service.

A Note on HIPAA

We want to be precise rather than reassuring-sounding: whether Next Move Care Navigation is a HIPAA "covered entity" or "business associate" depends on the specific nature of each engagement, and this determination is still under professional review. We do not advertise blanket "HIPAA compliance," because that status depends on facts specific to your situation. Regardless of formal classification, we apply the safeguards described in this notice to every client's information.

What We Never Do With Your Information

• We do not sell or rent your information to any third party.
• We do not accept payment in exchange for directing you to a particular provider, facility, attorney, or other resource.
• We do not use your story publicly as a testimonial or marketing example without your specific written permission.
• We do not share your information with family members, employers, or other parties without your authorization, except where required or permitted by law.

Sharing With Outside Parties

We do not contact your hospital, physician, insurer, or any other organization on your behalf simply because you've engaged our services. Any such communication requires your explicit authorization, typically through a separate signed form, before it occurs. We may disclose information when you authorize it, or when disclosure is required or permitted by applicable law.

How Long We Keep Your Information

We retain client records for as long as reasonably necessary for professional, legal, and accounting purposes, consistent with standard recordkeeping practices for advocacy and consulting services. If you would like your records reviewed or removed where legally permissible, contact us using the information below.

Your Choices

• You may decline to answer any question that feels too sensitive — "I don't know" or "I'd rather not say" is always an acceptable answer.
• You may ask what information we hold about you at any time.
• You may ask us to correct inaccurate information in our records.
• You may end services at any time by providing written notice, as described in your Service Agreement.

Website Analytics & Cookies

Our public website may use basic, privacy-respecting analytics to understand general visitor traffic (for example, which pages are viewed). This does not include any health information and is never linked to your identity as a client. We do not use advertising trackers.

Children's Privacy

Our services are intended for adults making decisions about their own care or the care of a loved one. We do not knowingly collect information from children under 18 who are contacting us independently.

Changes to This Notice

If our information-handling practices change materially, we will update this notice and revise the date below. Continued use of our services after an update constitutes acknowledgment of the revised notice.

Last updated: July 2026