Complete Wealth Care, LLC

Privacy Policy

Effective Date: October 5, 2026

1. Scope and Company Contact Details

This Privacy Policy applies to information collected through our marketing website at completewealthcareutah.com, our free Write-Off Report lead generation form, and our optional Free Write-Off Audit request workflow.

This policy is issued by Complete Wealth Care, LLC (“we,” “us,” or “our”), a medical billing and revenue cycle management provider serving private practices across Utah’s Wasatch Front.

2. Information Visitors Provide

We collect information that practice leaders and office personnel directly choose to submit when requesting educational resources or consultation services:

Verified Lead Form Fields:

• First Name: Used to address you in communications.
• Work Email Address: Used to deliver the Write-Off Report PDF and follow up regarding your practice’s billing.
• Phone Number: Used to respond to your inquiry and discuss potential write-off reviews.
• Role Within Practice: (Practice Owner, Office Manager, Biller, or Other) To understand your context and tailor information.
• Optional SMS Consent: Unchecked by default; recorded if you choose to receive SMS updates.

Optional Audit Request Flow (Post-Guide Delivery):

• Practice Name & Specialty: To prepare relevant billing review benchmarks.
• Number of Providers: To assess practice scale (e.g., 1, 2–5, or 6+).
• Current Billing Arrangement: (In-house, Billing company, or Mix) To understand your workflow.
• Preferred Review Date & Notes: To coordinate meeting times and address specific denial concerns.

3. Information Collected Automatically

When you browse our website, our server and integrated form tracking tools automatically log basic technical data necessary to deliver the site and measure form performance:

• Device type (mobile or desktop), browser user agent, IP address, and page path.
• Timestamp of form submissions and referral source URL.
• Session identifier to prevent duplicate submissions and preserve form state during edits.
• Campaign details from the link you used to reach us, such as ad campaign tags (UTM parameters) and ad click identifiers.

4. How Information Is Used

We use the business information you submit solely for legitimate commercial purposes:

• Delivering your requested Write-Off Report PDF and checklist.
• Following up via email or phone (e.g., from Kevin or a Complete Wealth Care specialist) to learn about your practice and offer a Free Write-Off Audit.
• Scheduling and conducting requested practice billing reviews.
• Sending occasional SMS notifications only if you explicitly opted in by checking the SMS consent box.
• Measuring campaign performance and lead form conversion status.

5. Service Providers and Disclosures

We do not sell, rent, or trade your contact information to third parties for their own independent marketing purposes.

We disclose submitted contact information only to operational service providers who assist us in delivering our services, such as:

• Customer Relationship Management (CRM) & Form Tracking: Form submission data is securely transmitted to our backend CRM platform for contact record management and automated email delivery.
• Telecommunications Providers: Approved SMS communications are processed via compliant messaging gateways.
• Advertising Measurement: When a form is submitted, we may share limited details with advertising platforms such as Meta, like ad click identifiers and contact details in hashed (scrambled) form, so we can measure how our ads perform.
• Legal & Regulatory Compliance: We may disclose information if required by applicable law, regulation, subpoena, or government inquiry.

6. Cookies and Analytics Technologies

Our marketing pages use browser cookies and local storage to preserve form values when correcting errors and transfer your name to the thank-you page.

If advertising or conversion tracking tags (such as Google Ads conversion tracking) are active, they measure campaign conversions when a form is successfully submitted. You can control cookie preferences through your browser settings.

7. Email, Phone, and SMS Communications

Email & Phone: When you request a guide or audit, we may contact you at the email address and phone number provided to deliver information and discuss our billing services. You may opt out of promotional emails at any time by clicking the unsubscribe link in any message.

SMS Messaging Program: SMS opt-in is strictly voluntary and unchecked by default. By opting in, you consent to receive occasional text messages from Complete Wealth Care regarding your requested report and billing reviews. Message and data rates may apply. Message frequency varies.

SMS Safeguard Promise:

“Mobile opt-in information and SMS consent are not shared with third parties or affiliates for their own marketing or promotional purposes.”

You can opt out of SMS at any time by replying STOP. For help, reply HELP or contact us directly.

8. Visitor Choices and Privacy Rights

You have the right to request access to, correction of, or deletion of the contact details you provided to us. To exercise these choices:

• Email us at [email protected].
• Call us directly at (833) 902-5133.

We verify request identity before updating or deleting contact records and respond in accordance with applicable state law.

9. Data Retention and Security

We maintain administrative, technical, and physical safeguards designed to protect your submitted business contact details against unauthorized access, loss, or misuse.

Contact details are retained for as long as necessary to fulfill your resource request, maintain business correspondence, and comply with applicable recordkeeping obligations.

10. Patient Information & Medical Billing Records

Please do not submit patient information, Protected Health Information (PHI), or patient medical records through our marketing forms.

Our website forms are designed solely to collect business contact information from practice owners, office managers, and billers. This website privacy policy applies only to website marketing interactions and does not replace or modify any Business Associate Agreement (BAA) or formal service agreement governing patient data processed during active client billing engagements.

11. Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in our services or regulatory guidance. Any updates will be posted on this page with an updated effective date.

12. Contact Information

If you have any questions or concerns about this Privacy Policy, please contact us:

Complete Wealth Care, LLC
Website: completewealthcare.net
Email: [email protected]
Phone: (833) 902-5133