Diego Software / Pinnacle Automation / IntelliPract® / InSched / PatientConnection / PtConn Privacy Policy

Last Modified: August 11, 2026

IMPORTANT INFORMATION

1.0 SCOPE OF PRIVACY POLICY

This Privacy Policy applies to all information collected from any users (“You”, “Your”, “Yourself”) via any Software, Support or Website (“Software” or “Website”) provided by Diego Software, LLC ("Diego", “Us”, “We”, “Our”), including but not limited to PinancleAutomation.net, DiegoSoft.com, IntelliPract.com, ptconn.com, patientconnection.net, u.ptconn.com, and subdomains such as *.ptconn.com, collectively referred to as "Site" or "Sites", which terms are used interchangably.

Diego Software, LLC also does business (DBA) as IntelliPract® Support; Pinnacle Automation, LLC; PatientConnection; and PtConn.

In addition, Site supports the IntelliPract® practice management system by providing centralized services (“Services”) to practices using IntelliPract® ("Practices"), such as text messaging for appointment reminders and other communications from the Practice, secure messaging between Practices and their Clients, payment processing between Practices and their Clients, and a Patient Portal.

The IntelliPract® practice management system is used by Practices to store and process information about their clients (“Clients”) within their own offices (“In-Office Processing”).

In addition, IntelliPract® provides an interface to Google Calendar service provided by Google for Practices (the “Google Calendar interface”).

Use of Services by Practices is optional, and not required to use In-Office Processing. Practices which choose to use Services may submit information about their Clients to the Site for the purpose of providing Services. No information will be collected from Practices about their Clients unless provided by Practices to Site.

Use of the Google Calendar interface is only as part of In-Office Processing. Site supports Google Calendar interface only for storing and securing the OAUTH tokens, and Site does not receive or store your Google login name or Google password. In addition, Site does not access or store any information from your Google Calendars, either the identifiers of your Google Calendars or any of the events on your Google Calendars.

Practices choosing to use Google Calendar interface use the Practice’s own Google Calendar to upload event information stored in In-Office Processing to the Google Calendar, and also download specific events they have marked to be added into In-Office Processing from Google Calendar. Such processing of event information is directly between In-Office Processing and Google Calendar, and does not pass through Site, nor is this event information stored by Site. Practices choose what information, if any, to store on their Google Calendars, and can revoke the OAUTH tokens used by IntelliPract® at any time through their Google accounts.

This page informs you of our policies regarding the collection, use and disclosure of Personal Information we receive from users of the Site.

1.1 CHANGES TO THIS PRIVACY POLICY

We may update this Privacy Policy from time to time by posting a new version online. You should check this page occasionally to review any changes. If We make any material changes, We will submit notification by posting the revised Privacy Policy on Our website with a new effective date. This helps You to always be aware of what information We collect, how We use it and under what circumstances, if any, it is disclosed. Your continued use of “Software” and/or continued provision of Personal Information to Us will be subject to the terms of the most current Privacy Policy.

1.2 CONTACT US

If You have any questions about this Privacy Policy or our treatment of the information You provide Us, please write to Us by email at support@intellipract.com (“Email”) or by mail to

Diego Software, LLC
8896 E. Becker Lane, Suite 102
Scottsdale, AZ 85260, USA
Attn: Privacy

which Address shall be referred to as “Address”.

INFORMATION WE COLLECT

2.1 WHEN YOU VISIT OUR WEBSITE

You are free to explore Our websites without providing any information about Yourself. However, should You choose to provide Personal Information about Yourself, We may collect that information for sales purposes or navigational data.

2.2 "PERSONAL INFORMATION"

This refers to any information that You voluntarily submit to Us and that identifies You personally, including contact information, such as your name, email address, company name, address, phone number, and other information about Yourself or Your business. Personal Information can also include information about any transactions, both free and paid, that You enter into on the Software or Websites, and information about You that is available on the internet, such as from Facebook, LinkedIn, Twitter and Google, or publicly available information that We acquire from service providers.

2.3 "NAVIGATIONAL INFORMATION"

This refers to information about Your computer and Your visits or use of Software or Websites such as your IP address, geographical location, browser type, referral source, length of visit and pages viewed.

2.4 INFORMATION ABOUT CHILDREN/MINORS

Software and Websites are not intended for or targeted at children below legal age, and we do not knowingly or intentionally collect information about minors. If You believe that We may have unintentionally collected information about a minor child who has visited Our site, please contact us at support@intellipract.com, so that We may delete the information.

HOW WE USE COLLECTED INFORMATION

3.1 COMPLIANCE WITH OUR PRIVACY POLICY

We use the information We collect only in compliance with this Privacy Policy. Any third parties or associated entities are also obligated through Our agreements with them to comply with this Privacy Policy.

3.2 WE NEVER SELL PERSONAL INFORMATION

We will never sell your Personal Information to any third party.

3.3 USE OF PERSONAL INFORMATION

In addition to the uses identified elsewhere in this Privacy Policy, We may use Your Personal Information to: (a) improve Your browsing experience by personalizing the website; (b) improve Services we provide to Practices and their Clients, (c) send information to You which we think may be of interest to You by post, email, or other means; (d) send You marketing communications relating to Our business or the businesses of carefully-selected third parties which We think may be of interest to You, and (e) provide other companies with statistical information about Our users—but this information will not be used to identify any individual user. We may, from time to time, contact You about a particular offering that may be of interest to You.

By using the Site, You agree to the collection and use of information in accordance with this Policy.

While using our Site, we may ask you to provide us with certain personally identifiable information that can be used to contact or identify you. Personally identifiable information may include, but is not limited to your name ("Personal Information") as well as information about the practices that use the IntelliPract® system (“Practice information”).

We do not use Your Personal Information to contact you with newsletters, marketing or promotional materials, except as requested by Practice to communicate with Clients.

We do not share Your Personal Information, like phone numbers, with third parties, affiliates, or partners, except as described in this Privacy Policy, as required to provide Services, as described in our Terms and Conditions, or as required by law.

Third parties are prohibited from using Your Personal Information except for these purposes, and they are required to maintain the confidentiality of Your Personal Information.

No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. Information sharing to subcontractors in support services, such as customer service, is permitted. All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

3.4 OPTING-IN TO SMS TEXT MESSAGES

Clients and Employees may opt-in to receiving SMS text messages by requesting a form from your Diego representative and filling out that form to explicitly request to receive such messages. SMS text messages sent subject to that opt-in consent will only be those specifically requested. You can always opt-out of receiving SMS text messages by replying "STOP" to any SMS message You receive from Us.

3.5 CUSTOMER TESTIMONIALS AND COMMENTS

We sometimes post customer testimonials and comments on Our Websites, which may contain Personal Information. However, We will always obtain each customer's expressed consent prior to posting any customer's name and testimonial.

3.6 SECURITY OF YOUR PERSONAL INFORMATION

We use a variety of security technologies and procedures to help protect Your Personal Information from unauthorized access, use, or disclosure. We secure any Personal Information provided to Us on computer servers in a controlled, secure environment that is protected from unauthorized access, use, or disclosure. When Personal Information (such as a name, location, and/or place of business) is collected on Our Websites and/or transmitted to other websites, it is protected through the use of encryption, such as the Secure Socket Layer (SSL) protocol.

The security of your Personal Information is important to us, but remember that no method of transmission over the Internet, or method of electronic storage, is 100% secure. While we strive to use commercially acceptable and reasonable means to protect your Personal Information, we cannot guarantee its security.

3.7 SOCIAL MEDIA FEATURES

Some pages on this website include Social Media Features, such as the Facebook Like button and Widgets, such as the LinkedIn Share This button, Twitter share button, or other such interactive mini-programs that allow Our content to be shared on social media sites. These features may collect Your IP address, which page You are visiting on Our site, and may set a cookie to enable the feature to function properly. Social Media Features and Widgets are either hosted by a third party or hosted directly on our Websites. This Privacy Policy does not apply to these features. Your interactions with these features are governed by the privacy policies and other policies of the specific companies providing them.

3.8 EXTERNAL WEBSITES

Some areas on this website may provide links to other websites. We do not control, and are not responsible for, the content or practices of these linked websites. Our provision of such links does not constitute Our endorsement of these other websites, their content, their owners, or their practices. This Privacy Policy does not apply to these other websites, which are subject to their own privacy policies and any other policies they may have.

3.9 PUBLIC FORUMS

Websites may offer publicly accessible comments sections, blogs, and other similar forums. Please keep in mind that if You directly disclose any information through Our comments sections, blogs, or other similar forums, this information may become publicly searchable and could be collected and used by others. We will correct or delete any information posted by visitors to Our website, if requested, as described in "Opting Out and Unsubscribing” below.

3.10 RETENTION OF PERSONAL INFORMATION

Diego reserves the right to retain Your Personal Information if it has been voluntarily provided by You to this website, as long as We consider it potentially useful in contacting You about Our services. After use, this information will be securely deleted. We will delete this information from the servers at an earlier date, if requested, as described in "Opting Out and Unsubscribing” below.

3.11 INTERNATIONAL TRANSFER OF INFORMATION

To facilitate current or future global operations, We may transfer and access voluntarily provided Personal Information from around the world, including the United States. This Privacy Policy shall apply even if We transfer Personal Information to/from other countries.

3.12 CORPORATE EVENTS

If We (or our assets) are acquired by another company, whether by merger, acquisition, bankruptcy or otherwise, that company would receive all information gathered by Diego via Software or Websites.

3.13 COMPELLED DISCLOSURE

We reserve the right to use or disclose the Personal Information of Our Website visitors, Software users, and others, if compelled to do so by law or if We reasonably believe that the use or disclosure of said Personal Information is necessary to protect Our legal rights or to comply with a law, court order, or legal process.

NAVIGATIONAL INFORMATION

4.1 COOKIES

Software and Websites may use "cookies" to help personalize the online experience of visitors. A cookie is a text file that is placed on a visitor’s hard disk by a Web server. Cookies are not used to run programs or deliver viruses to your computer. These cookies are uniquely assigned to You, and can only be read by a Web server in the domain that issued the cookie to You. One of the primary purposes of cookies is to provide a convenience feature to save You time. The purpose of a cookie is to tell the Web server that You have returned to a specific page. For example, if You comment on a page of Websites, or register for a consultation, a cookie may be used to help us recall Your specific information on subsequent visits. When You return to the website, the information You previously provided can be quickly and easily retrieved.

You have the ability to accept or decline cookies. Most Web browsers automatically accept cookies, but You can usually modify Your browser settings to decline cookies if that is Your preference. If You choose to decline cookies, You may not be able to fully experience the interactive features of Websites or Software. Diego may track the pages You visit within Websites in order to determine what portions of the website are the most popular or most used. This data is used to deliver customized content and promotions within Websites to customers whose behavior indicates that they are interested in a particular product or service.

4.2 LOG FILES

We may collect demographic information, such as Your ZIP code, age, gender, preferences, interests and favorites, using log files that are not associated with Your name or other personally identifying information. There is also information about Your computer hardware and software that may be automatically collected by Us. This information can include: IP address, browser type, domain names, access times, and referring website addresses. This information is used to maintain quality of Websites, Software, products, and services, as well as to provide general statistics regarding use of Websites and Software. For certain purposes, we may link this automatically-collected data to Personal Information (if it has been voluntarily provided) such as name, email address, address, and phone number.

Like many site operators, We collect information that Your browser sends whenever you visit our Site ("Log Data").

This Log Data may include information such as your computer's Internet Protocol ("IP") address, browser type, browser version, the pages of our Site that you visit, the time and date of your visit, the time spent on those pages and other statistics.

In addition, we may use third party services such as Google Analytics that collect, monitor and analyze your use of Site.

4.3 CLEAR GIFS (WEB BEACONS/WEB BUGS)

We may employ a software technology called clear gifs (a.k.a. Web Beacons/Web Bugs), and similar technology, that helps Us better manage this website by informing Us what content is effective. Clear gifs are tiny graphics with a unique identifier, similar in function to cookies, and are used to track the online movements of Web users. In contrast to cookies, which are stored on a user's computer hard drive, clear gifs are embedded invisibly on Web pages or in emails and are about the size of the period at the end of this sentence. We may use clear gifs in Our emails to let Us know which emails have been opened by recipients. This allows Us to gauge the effectiveness of certain communications and the effectiveness of Our marketing campaigns. We tie the information gathered by clear gifs in emails to Our customers' Personal Information. If You would like to opt-out of these emails, please see "Opting Out and Unsubscribing”.

4.4 FLASH COOKIES AND OTHER THIRD PARTY TRACKING TECHNOLOGIES

The Adobe Flash Player (and similar applications) use technology to remember settings, preferences and usage similar to browser cookies but these are managed through a different interface than the one provided by your Web browser. This technology creates locally stored objects that are often referred to as "Flash cookies." Diego does not use Flash cookies. Therefore, the use of these technologies is not covered by Our privacy statement. Diego does not have access or control over any third-party tracking technologies.

4.5 THIRD PARTY TRACKING TECHNOLOGIES

The use of cookies and web beacons by any tracking utility company is not covered by Our privacy statement. We do not have access or control over these third-party tracking technologies.

OPTING OUT AND UNSUBSCRIBING

5.1 REVIEWING, CORRECTING AND REMOVING YOUR PERSONAL INFORMATION

If You provide Us with Your Personal Information, You have the following rights with respect to that information:

To review the user information that You have supplied to Us To request that We correct any errors, outdated information, or omissions in user information that You have supplied to Us To request that Your user information not be used to contact You To request that Your user information be removed from any solicitation list that We use To request that Your user information be deleted from our records To opt out of being solicited by Diego or third parties To exercise any of these rights, please contact us by email at Email or by mail to Address. We will promptly change, correct, or delete Your information as we deem appropriate and notify You of the action We have taken.

5.2 ANTI-SPAM POLICY

Diego will not use Software or Website to in any way (whether directly or indirectly) send, transmit, handle, distribute, or deliver the following forms of SPAM:

Unsolicited emails in violation of the CAN-SPAM Act or any other law Email to an address obtained via Internet harvesting methods or any surreptitious methods (for example, scraping or harvesting) Email to an address that is incomplete, inaccurate, and/or not updated for all applicable opt-out notifications, using best efforts and best practices in the industry Commercial electronic messages in violation of Canada’s Anti-Spam Legislation If you feel that Diego, or a member of our team, is not adhering to the above requirements, please contact Us by email at Email or by mail to Address. We will promptly ensure that any such violations of this Anti-Spam Policy are immediately ceased.

5.3 TO UNSUBSCRIBE FROM OUR COMMUNICATIONS

You may unsubscribe from Our marketing communications by clicking on the "unsubscribe" link located on the bottom of our emails, or by sending Us an email us at Email or by mail to Address. Customers cannot opt out of receiving transactional emails related to their account with Us or any Diego services they may be using.

OUR ROLE AS A SERVICE PROVIDER

6.1 WE PROCESS PRACTICE CLIENT INFORMATION AS A SERVICE PROVIDER

When Practices submit information about their Clients to Us in order to receive Services (including appointment reminders, secure messaging, the Patient Portal, and payment processing between Practices and their Clients), We process that information solely on behalf of, and at the direction of, the Practice. In that capacity, We act strictly as a "Service Provider" (as that term is defined in the California Consumer Privacy Act of 2018, as amended, including by the California Privacy Rights Act ("CCPA")) and/or a "processor" acting on behalf of the Practice. The Practice — not Diego — owns the relationship with its Clients and determines the purposes for which its Clients' information is processed.

We collect, retain, use, and disclose information processed on behalf of a Practice only as reasonably necessary and proportionate to provide the Services to that Practice, and not for our own independent commercial purposes.

6.2 WE DO NOT SELL OR SHARE PERSONAL INFORMATION

As stated in Section 3.2, We will never sell Your Personal Information. In addition, We do not "sell" Personal Information, and We do not "share" Personal Information for cross-context behavioral advertising, as those terms are defined in the CCPA, and We have not done so in the preceding 12 months. This applies to all Personal Information We process, including the personal information of Practices, their Clients, and their employees.

6.3 IF YOU ARE A CLIENT OF A PRACTICE

If You are a Client (for example, a patient or customer) of a Practice that uses Our Software or Services, and You wish to exercise rights with respect to Personal Information that We process on behalf of that Practice (for example, a request to access, correct, or delete Your information), please direct Your request to the Practice, since the Practice owns the relationship with You and controls that information. If You contact Us directly with such a request, We will direct You back to the Practice, and We will reasonably cooperate with and assist the Practice in responding to Your request as required by applicable law.

YOUR CALIFORNIA PRIVACY RIGHTS

7.1 SCOPE OF THIS SECTION

This section applies to California residents and supplements the rest of this Privacy Policy. It describes rights You may have under the California Consumer Privacy Act of 2018, as amended by the California Privacy Rights Act (collectively, "CCPA"), and how to exercise those rights. To the extent Personal Information We hold is processed on behalf of a Practice as a Service Provider, Your requests should be directed to the Practice as described in Section 6.3. This section also does not apply to information covered by exemptions under the CCPA, such as protected health information governed by HIPAA or medical information governed by the California Confidentiality of Medical Information Act.

7.2 RIGHT TO KNOW AND RIGHT TO ACCESS

You have the right to request that We disclose to You, for the 12-month period preceding Your request: (a) the categories of Personal Information We have collected about You; (b) the categories of sources from which that Personal Information was collected; (c) the business or commercial purposes for collecting that Personal Information; (d) the categories of third parties with whom We have disclosed that Personal Information; and (e) the specific pieces of Personal Information We have collected about You (a right of access), including, where feasible, in a portable and readily usable format.

7.3 RIGHT TO DELETE

You have the right to request that We delete Personal Information We have collected from You, subject to certain exceptions permitted by the CCPA (for example, information We need to complete a transaction You requested, to detect or prevent security incidents or fraud, to comply with a legal obligation, or to use internally in a manner compatible with the context in which You provided it). If We deny a deletion request based on an exception, We will tell You which exception applies.

7.4 RIGHT TO CORRECT

You have the right to request that We correct inaccurate Personal Information that We maintain about You.

7.5 RIGHT TO NON-DISCRIMINATION

We will not discriminate against You for exercising any of Your CCPA rights. Unless permitted by the CCPA, We will not, because You exercised a CCPA right: deny You goods or services; charge You different prices or rates (including through discounts, benefits, or penalties); provide You a different level or quality of goods or services; or suggest that You may receive a different price, rate, level, or quality of goods or services.

7.6 CATEGORIES OF PERSONAL INFORMATION COLLECTED AND DISCLOSED

The following chart describes the categories of Personal Information (as defined by the CCPA) that We have collected in the preceding 12 months, and whether We have disclosed each category to a third party for a business purpose (such as to service providers who assist Us in providing the Services) during that period. As described in Section 6.2, We have not sold or shared any category of Personal Information in the preceding 12 months.

Category of Personal Information	Collected in the preceding 12 months?	Disclosed for a business purpose in the preceding 12 months?
Identifiers (such as name, postal address, email address, phone number)	Yes	Yes (to service providers such as messaging carriers and payment processors, as needed to provide Services)
Online Identifiers (such as IP address, cookies, device identifiers)	Yes	Yes (to analytics service providers such as Google Analytics)
Protected Classification Characteristics (such as age or gender)	Yes (for example, demographic information described in Section 4.2, or Client information submitted by a Practice)	No
Commercial Information (such as records of services purchased and payment transactions)	Yes	Yes (to payment processors, as needed to process payments)
Biometric Information	No	No
Internet or Other Electronic Network Activity Information (such as browsing history and interactions with Our Websites)	Yes	Yes (to analytics service providers)
Geolocation Data (general location derived from IP address; We do not collect precise geolocation)	Yes	No
Sensory Information (audio, electronic, visual, or similar information, such as photographs submitted by Practices or their Clients, which may transit or be stored on Our systems as part of providing Services)	Yes	No (other than to the Practice on whose behalf it is processed, and to service providers as needed to provide Services)
Professional or Employment-Related Information (such as company name and business contact information)	Yes	No
Education Information	No	No
Inferences Drawn from Personal Information (such as preferences or interests based on Website usage)	Yes	No
Financial Information (such as the name associated with a payment card and transaction records; full payment card numbers are collected directly by Our payment processor, not by Us)	Yes	Yes (to payment processors, as needed to process payments)
Medical Information (Client health information submitted to Us by Practices, which We process as a Service Provider and, where applicable, as a Business Associate under HIPAA)	Yes	No (other than to the Practice on whose behalf it is processed, and to service providers as needed to provide Services)

We collect these categories of Personal Information from the sources, and for the purposes, described in the sections "INFORMATION WE COLLECT", "HOW WE USE COLLECTED INFORMATION", and "NAVIGATIONAL INFORMATION" above.

7.7 HOW TO EXERCISE YOUR CALIFORNIA PRIVACY RIGHTS

To exercise Your rights to know, access, correct, or delete described above, please submit a request to Us by any of the following methods:

• By email at support@intellipract.com
• By phone at +1-480-289-5300
• By mail to Diego Software, LLC, 8896 E. Becker Lane, Suite 102, Scottsdale, AZ 85260, USA, Attn: Privacy

Only You, or a person or business entity that You have authorized in writing to act on Your behalf (an "authorized agent"), may make a request related to Your Personal Information. You may also make a request on behalf of Your minor child. If You use an authorized agent, We may require the agent to provide proof of Your written authorization and may require You to verify Your identity directly with Us.

Your request must provide sufficient information for Us to reasonably verify that You are the person about whom We collected Personal Information (or that person's authorized agent), and must describe Your request with sufficient detail for Us to properly understand, evaluate, and respond to it. We will only use Personal Information provided in a request to verify the requestor's identity or authority to make the request. We cannot respond to Your request or provide You with Personal Information if We cannot verify Your identity or authority.

We will endeavor to respond to a verifiable request within 45 days of receiving it. If We require more time (up to an additional 45 days), We will inform You of the reason and extension period in writing. We do not charge a fee to process or respond to Your verifiable request unless it is excessive, repetitive, or manifestly unfounded; if We determine that a request warrants a fee, We will tell You why and provide a cost estimate before completing Your request.

If Your request concerns Personal Information that We process on behalf of a Practice, We will direct You to submit Your request to that Practice, as described in Section 6.3.

7.8 GLOSSARY

For purposes of the chart in Section 7.6:

• "Identifiers" means information such as a real name, alias, postal address, unique personal identifier, email address, account name, or other similar identifiers.
• "Online Identifiers" means an online identifier or other persistent identifier that can be used to recognize a person, family, or device over time and across different services, such as a device identifier, IP address, or cookie identifier.
• "Protected Classification Characteristics" means characteristics of protected classifications under California or federal law, such as age (40 years or older), race, color, ancestry, national origin, citizenship, religion or creed, marital status, medical condition, physical or mental disability, sex, sexual orientation, veteran or military status, or genetic information.
• "Commercial Information" means records of personal property, products or services purchased, obtained, or considered, or other purchasing or consuming histories or tendencies.
• "Biometric Information" means an individual's physiological, biological, or behavioral characteristics that can be used to establish individual identity, such as fingerprints, faceprints, and voiceprints.
• "Geolocation Data" means information that can be used to determine a device's physical location.
• "Sensory Information" means audio, electronic, visual, thermal, olfactory, or similar information.
• "Inferences" means inferences drawn from any of the information identified above to create a profile about a person reflecting the person's preferences, characteristics, psychological trends, predispositions, behavior, attitudes, intelligence, abilities, or aptitudes.
• "Financial Information" means information such as a bank account number, debit card number, or credit card number, or other financial information.
• "Medical Information" means information about an individual's physical or mental health, or the provision of health care to an individual.