Welcome to Patient Excel LLC ("Patient Excel," "Company," "we," "our," or "us").
These Website Terms & Conditions ("Terms") govern your access to and use of:
Website: https://patientexcel.com and any related services, communications, resources, forms, software, technology, marketing services, or information provided through Patient Excel.
By accessing this Website, submitting information, requesting services, or engaging with Patient Excel, you agree to these Terms.
If you do not agree with these Terms, you should immediately discontinue use of this Website.
These Terms apply to website visitors, prospective clients, current clients, vendors, contractors, and any other person accessing or using Patient Excel's Website.
Patient Excel LLC
North Carolina, United States
Website: https://patientexcel.com
Email: [email protected]
Patient Excel is a dental marketing and technology company providing digital marketing, advertising, lead generation, CRM, automation, website development, and consultation scheduling services.
By using this Website, you acknowledge that:
If you are accessing this Website on behalf of a dental practice, healthcare organization, or company, you represent that you have authority to bind that organization.
Patient Excel provides digital marketing and technology services including, but not limited to:
Specific services provided to clients are governed by a separate written agreement, including a Master Services Agreement ("MSA"), Statement of Work ("SOW"), Proposal, Order Form, or other signed agreement.
These Website Terms govern general use of the Patient Excel Website.
Clients purchasing services from Patient Excel are also required to enter into additional written agreements, which may include:
If there is a conflict between these Website Terms and a signed client agreement, the signed client agreement shall control regarding the services provided.
You agree that you will:
Patient Excel reserves the right to restrict access to users who violate these Terms.
Patient Excel is a marketing and technology provider.
Patient Excel does not:
Any dental care, consultation, diagnosis, treatment recommendation, financial arrangement, or clinical decision is solely between the patient and the licensed dental provider.
Patient Excel provides marketing services intended to increase visibility, generate opportunities, and improve business growth.
However, Patient Excel does not guarantee:
Marketing performance depends on factors outside Patient Excel's control, including:
Past performance, testimonials, case studies, or examples do not guarantee future results.
Patient Excel may generate inquiries, leads, and prospective patient opportunities for clients.
Client understands and agrees that Patient Excel cannot control:
Patient Excel does not guarantee the number, quality, or financial value of leads generated.
Clients remain responsible for all patient communications, sales processes, treatment discussions, and clinical services.
Where included in a client's service package, Patient Excel may communicate with prospective patients for the purpose of scheduling consultations.
These communications may include:
Patient Excel does not provide medical advice or make healthcare decisions.
The dental practice remains responsible for:
Dental practices and healthcare clients are solely responsible for ensuring compliance with:
Patient Excel does not provide legal compliance advice.
Clients are responsible for reviewing and approving advertisements, website content, offers, promotions, and patient communications before publication or distribution.
Patient Excel LLC is a marketing and technology company and is not a healthcare provider, healthcare clearinghouse, or health plan.
Patient Excel does not provide medical services and does not make healthcare decisions.
Clients are solely responsible for complying with all applicable healthcare privacy laws, including:
Client acknowledges that it is responsible for determining whether information shared with Patient Excel constitutes Protected Health Information ("PHI") and whether such sharing is legally permitted.
Patient Excel does not request or require PHI for general marketing services.
If Patient Excel will receive, create, maintain, or transmit PHI in a manner requiring HIPAA compliance, the parties must execute a separate Business Associate Agreement ("BAA") before such information is exchanged.
Clients are responsible for obtaining all necessary patient authorizations and consents before providing information to Patient Excel.
Where applicable, Patient Excel may use phone calls, SMS text messages, email, and automated communication tools to assist with marketing campaigns, lead follow-up, consultation scheduling, reminders, and client communications.
By submitting your contact information through this Website or requesting information from Patient Excel, you consent to receive communications related to your inquiry.
Message frequency may vary. Message and data rates may apply depending on your mobile carrier.
Opting out of text messages may prevent Patient Excel or its clients from providing requested follow-up communications, scheduling assistance, reminders, or other requested services.
Patient Excel does not sell phone numbers or SMS consent information to unrelated third parties.
Patient Excel may manage advertising campaigns through third-party platforms including:
Advertising fees paid to third-party platforms are separate from Patient Excel's management fees unless otherwise stated in writing.
Client acknowledges:
Patient Excel is not responsible for:
Client authorizes Patient Excel to manage advertising campaigns only within the scope agreed upon in the applicable client agreement.
Client is responsible for reviewing and approving advertising materials, including:
Client represents that all information provided to Patient Excel is accurate and legally permitted for advertising purposes.
Client is solely responsible for ensuring that advertising claims comply with:
Patient Excel may refuse to publish content that it believes may violate applicable laws, platform policies, or ethical standards.
Patient Excel may provide CRM setup, integrations, workflows, automation, communication systems, reporting tools, and related technology services.
Client understands that:
Patient Excel does not guarantee:
Client is responsible for maintaining appropriate user access controls and protecting login credentials.
Patient Excel may provide website design, development, landing pages, hosting assistance, maintenance, and related services.
Unless otherwise stated in a written agreement:
Client owns:
Patient Excel retains ownership of:
Website ownership or transfer of completed deliverables occurs only after all invoices and obligations have been fully satisfied.
Third-party website components, plugins, software, fonts, images, and licenses may remain subject to third-party ownership and licensing restrictions.
Patient Excel retains all rights, title, and interest in its proprietary business assets, including:
Client receives only the rights necessary to use the purchased services for Client's business purposes.
Client may not:
Patient Excel may rely on third-party services, including:
Patient Excel does not control third-party services.
Patient Excel shall not be responsible for:
Client agrees that use of third-party services may be subject to separate terms imposed by those providers.
Services provided by Patient Excel are subject to the fees outlined in the applicable:
Client agrees to pay all fees according to the agreed payment schedule.
Unless otherwise stated:
Failure to make payment may result in suspension of services.
Due to the customized nature of marketing, technology, advertising, website development, CRM setup, and consultation scheduling services, payments are generally non-refundable once services have begun.
Client acknowledges that Patient Excel commits resources, labor, software expenses, and strategic planning immediately upon engagement.
Cancellation rights, contract terms, and termination procedures are governed by the applicable Master Services Agreement and Statement of Work.
Client agrees to contact Patient Excel directly regarding billing concerns before initiating a payment dispute or chargeback.
Unauthorized chargebacks may result in:
Nothing in this section limits any rights available under applicable consumer protection laws.
Patient Excel respects the confidentiality of information provided by users and clients.
Confidential information may include:
Patient Excel and its clients agree to use reasonable efforts to protect confidential information received from the other party and not disclose such information except:
Confidentiality obligations do not apply to information that:
Unless otherwise agreed in writing, Patient Excel may identify clients as customers and may display completed work for promotional purposes.
This may include:
Patient Excel will not publicly disclose:
Client may request removal of specific materials by contacting Patient Excel in writing.
To the extent permitted by applicable law, both parties agree to act professionally and refrain from knowingly making false, misleading, or defamatory statements about the other party.
Nothing in this section prevents either party from:
The Website, services, software, materials, and information provided by Patient Excel are provided on an "as is" and "as available" basis.
To the maximum extent permitted by law, Patient Excel disclaims all warranties, express or implied, including but not limited to:
Patient Excel does not warrant that:
To the maximum extent permitted by law, Patient Excel LLC, its members, owners, employees, contractors, affiliates, and representatives shall not be liable for any:
This limitation applies regardless of whether the claim is based on contract, tort, negligence, strict liability, or any other legal theory.
To the maximum extent permitted by law, Patient Excel's total liability arising from or related to services shall not exceed the amount paid by Client to Patient Excel during the three (3) months immediately before the event giving rise to the claim.
You agree to defend, indemnify, and hold harmless Patient Excel LLC, its owners, members, employees, contractors, affiliates, and representatives from any claims, damages, losses, liabilities, penalties, expenses, and reasonable attorneys' fees arising from:
This includes claims related to:
Patient Excel shall not be responsible for delays or failures caused by circumstances outside of its reasonable control, including:
Patient Excel will make reasonable efforts to resume affected services when practical.
These Terms shall be governed by and interpreted under the laws of the State of North Carolina, without regard to conflict-of-law principles.
Any permitted legal action not subject to arbitration shall be brought in the appropriate state or federal courts located in North Carolina.
Before filing any legal claim, the parties agree to attempt to resolve disputes through good-faith communication.
If the dispute cannot be resolved, any claim arising from these Terms or Patient Excel services shall be resolved through binding arbitration unless prohibited by applicable law.
The arbitration shall take place in North Carolina unless otherwise agreed.
Each party agrees that disputes shall be handled individually and not through class actions, collective actions, or representative proceedings to the maximum extent permitted by law.
You consent to receive electronic communications from Patient Excel, including:
Electronic signatures and electronic approvals shall be considered legally binding to the fullest extent permitted by law.
Patient Excel may update or modify these Terms at any time.
Updated Terms become effective when posted on the Website unless otherwise stated.
Your continued use of the Website after changes are posted constitutes acceptance of the updated Terms.
If any provision of these Terms is found invalid or unenforceable, the remaining provisions shall continue in full force and effect.
These Terms represent the complete agreement regarding Website use.
For clients purchasing services, these Terms work together with:
If a signed client agreement conflicts with these Terms, the signed client agreement controls for that specific client relationship.
Patient Excel LLC
Website: https://patientexcel.com
Email: [email protected]
For questions regarding these Terms, please contact Patient Excel using the information above.