Privacy Policy

We collect information necessary to provide patient engagement services to optometry practices, including:

• Practice information such as name, address, phone number, and contact details for account administration.
• Provider information including names, credentials, and contact details to associate patient communications with the appropriate healthcare provider.
• Patient information including names, mobile phone numbers, dates of birth, and dry eye diagnosis status for the purpose of delivering educational pathways and scheduling reminders.
• Message delivery status data including timestamps, delivery confirmations, and patient responses to track engagement pathway progress.
• Usage data and analytics to help practices measure follow-up compliance and engagement outcomes.

Information is used solely to deliver the ENGAGE patient engagement service, including:

• Sending structured SMS educational pathways and scheduling reminders to enrolled patients.
• Enabling practices to monitor patient engagement, scheduling requests, and follow-up compliance.
• Providing analytics dashboards that measure pathway effectiveness and revenue impact.
• Maintaining account security, troubleshooting technical issues, and communicating service updates.

Patients are enrolled in SMS communications by their eye care provider during an office visit or by completing a practice-provided intake, registration, or consent form. Before enrollment, patients are informed that they may receive educational messages, treatment reminders, appointment reminders, scheduling notifications, recall reminders, and follow-up communications related to their care.

Consent is documented and maintained by the participating eye care practice. Message frequency varies based on the patient's treatment plan and appointment activity. Message and data rates may apply.

Patients may opt out at any time by replying STOP and may request assistance by replying HELP.

Mobile phone numbers and SMS consent information are not sold, rented, or shared with third parties for marketing purposes.

We share information only in the following limited circumstances:

• With the healthcare practice that enrolled the patient, as necessary to deliver the engagement pathway.
• With service providers who assist in operating our platform (e.g., cloud hosting, SMS delivery) under strict confidentiality and data protection obligations.
• When required by law, such as to comply with a subpoena or similar legal process.

We implement reasonable administrative, technical, and physical safeguards to protect the information we collect and store. Access to patient data is restricted to authenticated users within the enrolling practice.

All data is transmitted over encrypted connections (TLS). Data at rest is stored in SOC 2 Type II certified infrastructure. While we take these precautions, no system is completely secure, and we cannot guarantee absolute security.

ENGAGE acts as a service provider to healthcare practices. Patient information is collected and used on behalf of the enrolling practice. Practices retain responsibility for ensuring they have appropriate consent and authorization to engage patients through the platform.

Patients may opt out of SMS communications at any time by replying STOP to any message. Opt-out requests are processed immediately.

If you have questions about this Privacy Policy or how your information is handled, please contact us at:

support@engageod.com