Privacy Policy

Last Updated: March 24, 2025

ChartPro, Inc. (collectively referred to as "ChartPro", "we", "us", or "our"), processes certain information in support of your delivery of healthcare services ("ChartPro Services").

This Privacy Policy applies to visitors of the following publicly available website ChartPro.ai, the web application at SOARR.ai and our mobile applications, SOARR for Clinicians, the available associated domains and mobile applications owned and operated by ChartPro (collectively, the "Websites"). For the purposes of this Disclaimer, "you" and "your" means you as the visitor of the Websites.

Scope of this Web and Mobile Privacy Policy

This Privacy Policy describes the types of Personal Information we collect from visitors of our public Websites and our practices for using, maintaining, sharing, and protecting it. It also describes the rights and choices you may have with respect to your Personal Information and how you may contact us.

This Privacy Policy does not apply to information collected from visitors who register and log-in ("Subscribers") to the password-protected and secure portions of our sites, including login pages and registration pages ("Secure Platforms"). The Secure Platforms allow eligible Subscribers to use ChartPro Services. All information collected and stored by ChartPro or added by our Subscribers into such Secure Platforms is considered Protected Health Information ("PHI") and/or medical information and is governed by laws that apply to that information, for example the Health Insurance Portability and Accountability Act (HIPAA).

This Privacy Policy is not a contract and does not create any contractual rights or obligations.

Intended Users

ChartPro intends that users of the Services will be Providers and ChartPro-approved Medical Scribes, who use it in connection with patient treatment. ChartPro does not intend for any person that is not a Provider or ChartPro-approved Medical Scribe to use the Services and, if we learn of such use, we reserve the right to restrict the person from further use of the Services and delete or remove any information that the person has uploaded to the Services from our systems and database.

Business Associate Relationship

ChartPro will enter a Business Associate Agreement with each Provider who uses the Services, pursuant to which ChartPro agrees to maintain and protect all patient "Protected Health Information" (as such term is defined under HIPAA) that the Provider uploads to the Services according to the standards required of a "Business Associate" under HIPAA. Further, Providers who upload any patient data to the Services represent that they have obtained written consent from the applicable patients to use and disclose their data for such purpose. The consent must be obtained in a manner that satisfies the requirements of all applicable law in the jurisdictions both where the patient is located and the Provider is located, and the Provider is solely responsible for determining that the consent is sufficient under such law. The Provider will maintain a copy of such consent and provide it to ChartPro upon reasonable request. The Provider will be solely responsible for any claim of harm or damages to a patient or any third-party that results from the Provider uploading any patient data to the Services without proper consent or otherwise in a manner that violates applicable law.

Notice to Patients

If you are a patient who believes that ChartPro is in possession of your healthcare or other personal data because your Provider uses the Services in connection with your treatment, you should consult with your Provider to discuss any questions regarding your data or the manner in which it will be used, maintained, or destroyed. To the extent required by applicable law, we will generally cooperate with your Provider in connection with any requests you submit relating to your data.

1. TYPES OF PERSONAL INFORMATION WE COLLECT

While using our Websites, you may provide us with certain personal information. We or our advertising partners also may automatically collect information through the use of cookies and other tracking technologies (see below).

Personal Information that we collect through your use of the Websites may include IP Address, Device ID, and online identifier. We may use that Personal Information and link it to Internet or other electronic network activity information, and we may draw inferences about you from the information we collect. We may also collect your name, title, business contact information, phone number, date of birth, state, country, zip code, your health plan, email address or login identification information only if you provide such information directly to us when you begin registration to use a Secure Platform or complete a web form seeking more information.

2. HOW WE COLLECT PERSONAL INFORMATION

We may collect Personal Information using the following methods:

Directly from you when you provide it to us (such as information you enter into web forms, inquiries, responses, activity on the Websites, and during registration to use a Secure Platform).

From third parties, such as analytics and email marketing service providers.

Automatically through tracking technologies such as cookies, web beacons (also known as pixels) and log files, including over time and across our own and third-party websites or other online services.

"Cookies" are small files that a website stores on a user's computer or device. The Websites may use cookies for various purposes, including to keep the information you enter on multiple pages together. Some of the cookies we use are "session" cookies, meaning that they are automatically deleted from your hard drive after you close your browser at the end of your session. Session cookies are used to optimize performance of the Websites and to limit the amount of redundant data that is downloaded during a single session. We also may use "persistent" cookies, which remain on your computer or device unless deleted by you (or by your browser settings). We may use persistent cookies for various purposes, such as statistical analysis of performance to ensure the ongoing quality of our services. We and third parties may use session and persistent cookies for analytics and advertising purposes, as described herein. Most web browsers automatically accept cookies, but you may set your browser to block certain cookies (see below). As required under applicable laws, we will obtain your consent necessary for utilizing cookies or similar tracking technologies.

Our Websites may use Google Analytics, a vendor's service that uses cookies, web beacons, web pixels and/or similar technology to collect and store information about you. You can learn more about Google Analytics' privacy policy and ways to opt out from Google Analytics tracking by visiting Google Analytics' website.

For more information about how we use Personal Information collected through tracking technologies and the ways you may be able to manage it, see below.

3. HOW WE USE YOUR INFORMATION

We may use your Personal Information for the following purposes:

Operate, maintain, supervise, administer, and enhance the Websites, including monitoring and analyzing the effectiveness of content on the Websites, aggregate site usage data, and other usage of the Websites such as checking your eligibility and assisting you in completing the registration process.

Provide you with a tailored and user-friendly experience as you navigate our Websites.

Promote and market our Websites to you.

To complete the activity you specifically asked for, e.g., register on a Secure Platform, obtain more information, request a demo, or request an RFP.

Conduct research on users' demographics, interests, and behavior based upon information provided during use of our Websites.

Aggregate information for analytics and reporting.

Respond to law enforcement requests and court orders and legal process and carry out our legal and contractual obligations and enforce our rights.

Authenticate use, detect potential fraudulent use, and otherwise maintain the security of the Websites and safety of users.

Develop, test, improve, and demonstrate the Websites.

Any other purpose with your consent.

License to Use Your Content

By sending us messages or inquiries, uploading files, inputting data, or engaging in any other form of communication through the Services, you are granting us a license to use, reproduce, disclose, publish, distribute, and otherwise exploit in any manner the content of any such message, inquiry, file, data, or communication. This license is granted to us without restriction and without the requirement that we compensate you in any way. We are under no obligation to maintain any such message, inquiry, file, data, or communication in confidence, or to provide you with any response or confirmation of receipt.

Artificial Intelligence Disclosure

Artificial Intelligence is an experimental technology. It may provide Users with inaccurate or inappropriate information. Information may also be unreliable.

4. HOW WE SHARE YOUR INFORMATION

We may share Personal Information with third parties including service providers in certain circumstances or for certain purposes, including:

For business purposes. We may share your Personal Information with vendors and service providers, including our data hosting and data storage partners, analytics and advertising providers, technology services and support, and data security. We also may share Personal Information with professional advisors, such as auditors, law firms, and accounting firms. We may disclose your name, email address, date of birth, phone number, and address if you provided it to us via a form on the website or during an incomplete or failed registration to

Service Providers. With your direction or consent. We may share your Personal Information with third parties if you request or direct us to do so. This includes your use of social media widgets on our Websites.

Compliance with law. We may share your Personal Information to comply with applicable law or any obligations thereunder, including cooperation with law enforcement, judicial orders, and regulatory inquiries.

For other business reasons. We may share your Personal Information to enforce any applicable Legal Disclaimer, and to ensure the safety and security of the Websites and/or our users.

For advertising. Using cookies and web beacons, we may disclose Personal Information regarding your activity on our Websites to third-party advertising partners to optimize marketing. See Section 7 for additional details.

We also may disclose deidentified information. Note that if you make any Personal Information publicly available on the Websites, anyone may see and use such information.

5. THIRD PARTY WEBSITES AND LINKS

Our Websites may contain links to other online platforms operated by third parties. We do not control such other online platforms and are not responsible for their content, their privacy policies, or their use of your information. Information you provide on public or semi-public venues, including information you share on third-party social networking platforms (such as Facebook, LinkedIn or Twitter) may also be viewable by other users of the Websites and/or users of those third-party online platforms without limitation as to its use by us or by a third party. Our inclusion of such links does not, by itself, imply any endorsement of the content on such platforms or of their owners or operators except as disclosed on the Websites. We expressly disclaim any and all liability for the actions of third parties, including but without limitation to actions relating to the use and/or disclosure of Personal Information by third parties. Any information submitted by you directly to these third parties is subject to that third party's privacy policy.

6. COOKIES AND INFORMATION USED FOR ADVERTISING

As discussed above, on our Websites we may collect and disclose Personal Information about your online activities for use in providing you with advertising about products and services tailored to your individual interests. This section of our Privacy Policy provides details and explains how to exercise your choices. You may see certain ads on other websites because we participate in advertising networks. Ad networks allow us to target our messaging to users through demographic, interest-based and contextual means. These networks track your online activities over time by collecting information through automated means, including through the use of cookies, web server logs, and web beacons (also known as pixels). The networks use this information to show you advertisements that may be tailored to your individual interests. The information our ad networks may collect includes information about your visits to websites that participate in the relevant advertising networks, such as the webpages or advertisements you view and the actions you take on the websites. This data collection takes place both on our Websites and on third-party websites that participate in the ad networks. This process also helps us track the effectiveness of our marketing efforts.

You may disable or delete browser cookies through your browser settings. Cookies generally are easy to disable or delete, but the method varies between browsers. If you disable or delete cookies, or if you are running third-party software that intercepts or deletes cookies, please note that some parts or functionality of our Websites may not work properly.

Do Not Track

"Do Not Track" (DNT) is a web browser setting that informs a website, mobile application, or other service that you do not wish to be tracked. The Company honors DNT signals and does not track, use cookies, or use advertising when a DNT setting or mechanism is in place. The Company does not enable third-parties to collect Personal Information from users through advertising or promotional materials or technology that the third-party deploys within the Services.

If you have further questions regarding the specific information about you that we process or retain, as well as your choices regarding our collection and use practices, please contact us using the information listed below.

7. SECURITY OF PERSONAL INFORMATION

We take steps to secure Personal Information through administrative, technical, and physical safeguards designed to protect against the risk of accidental, unlawful, or unauthorized destruction, loss, alteration, access, disclosure, or use. The appropriate safeguards employed by us may vary depending on the nature of Personal Information collected, with more stringent measures applied to information of a sensitive nature. Unfortunately, we cannot guarantee the security of information transmitted through the Internet, and where we have given you (or where you have chosen) a password, you are responsible for keeping this password confidential.

8. RETENTION OF PERSONAL INFORMATION

We generally retain records only as long as necessary and as required for our business operations, for archival purposes, and/or to satisfy legal requirements. When determining the appropriate retention period for Personal Information, we take into account various criteria, such as the amount, nature, and sensitivity of the Personal Information; potential risk of harm from unauthorized use or disclosure; purposes for which we process your Personal Information; whether we can achieve those purposes through other means; and business operations and legal requirements. Because we maintain our Websites to protect from accidental or malicious loss and destruction, residual copies of your Personal Information may be retained in our backup and archival systems for a limited period of time, after which the information will be automatically deleted or put beyond use where deletion is not possible.

9. INTERNATIONAL USERS

The Websites are controlled and operated by us from the United States and are not intended to subject us to the laws or jurisdiction of any state, country or territory other than that of the United States. Any information you provide to us through use of our Websites may be stored and processed, transferred between and accessed from the United States and other countries that may not guarantee the same level of protection of personal data as the one in which you reside. However, we will handle your Personal Information in accordance with this Privacy Policy regardless of where your Personal Information is stored/accessed.

10. UPDATING THIS PRIVACY POLICY

This Privacy Policy may be updated periodically to reflect changes in our privacy practices. It is your responsibility to review the Privacy Policy from time to time to view any such changes.

11. YOUR RIGHTS REGARDING YOUR INFORMATION

Removals

If you would like your Personal Information to be permanently removed from our database, please contact us by email at support@ChartPro.ai. We may ask you to provide a copy of your driver's license or other identifying documents to assist us in processing your request. ChartPro may still contact users who have requested that their Personal Information be permanently removed for administrative purposes. The removal of your Personal Information may take some time to complete, consistent with applicable law. Please also note that the removal of any Personal Information will not necessarily result in the removal of records of past transactions or the deletion of information stored in our data archives. To the extent permitted by applicable law, we may in our reasonable discretion respond to a request to remove by converting the Personal Information into Aggregated Data, which is not subject to further requests for removal.

Access and Corrections

ChartPro will, to the best of our ability and in accordance with applicable law, allow you to access and review the categories and specific pieces of Personal Information we have collected from you, the sources from which we have collected such Personal Information, the purposes for which we have used such Personal Information, and the types of third-parties to which we have disclosed such Personal Information for a purpose described under this Policy. We will also allow you to correct or add to your Personal Information held in our database. To make any such request, please contact us by email at support@ChartPro.ai. We may ask you to provide a copy of your driver's license or other identifying documents to assist us in processing your request.

Timeframe

ChartPro will, to the best of our ability and in accordance with applicable law, confirm receipt of any request submitted under this Section within ten (10) days of receipt of the request and respond to the request within forty-five (45) days. If a response requires additional time, we will notify you of the basis for the delay and may extend the timeframe for providing the response up to an additional forty-five (45) days.

Excessive Requests

To the extent permit

ted by applicable law, if we reasonably determine that a request submitted is manifestly unfounded or excessive, we may charge a reasonable fee for processing the request or may refuse to process the request.

12. CHILDREN'S PRIVACY

The Children's Online Privacy Protection Act imposes certain requirements on website operators that have actual knowledge that they collect Personal Information from children. ChartPro does not knowingly collect or maintain Personal Information from persons under 18 years of age, and no part of the Services is directed at persons under 18. If you are under 18 years of age, please do not use the Services. If ChartPro learns that Personal Information of persons under the age of 18 has been collected without verifiable parental consent, ChartPro will delete the Personal Information.

13. ACCESSIBILITY

Any person with a disability that prevents or restricts them from accessing this Policy through ChartPro's website may request a copy in an alternative format by contacting us by email at support@ChartPro.ai.

14. HOW TO CONTACT US

Should you have any questions about our privacy practices or this Privacy Policy, please email us via email at support@ChartPro.ai.