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Privacy Policy & Website Disclaimer

Effective Date: August 17, 2026

PilotageMD, LLC ("PilotageMD," "we," "us," or "our") provides flat-fee procurement advisory services to independent physician practices. This Privacy Policy explains what information we collect through our website, pilotagemd.com (the "Site"), how we use it, and the choices available to you.

This Privacy Policy applies only to information collected through the Site. It does not govern information collected during a client engagement, which is addressed separately in your signed services agreement.

1. Information We Collect

Information you provide directly. When you submit our contact form, we collect the information you enter, which may include your name, practice name, medical specialty, email address, and phone number.

Information collected automatically. At this time, the Site does not use analytics, tracking cookies, or advertising technologies. If that changes, this Policy will be updated to describe what is collected and how you can opt out.

2. How We Use Your Information

We use the information you submit to:

  • Respond to your inquiry and schedule a conversation about our services;
  • Provide, administer, and improve our services for current clients;
  • Send you information about PilotageMD's services, if you have not opted out.

We do not use your information to make automated decisions about you, and we do not sell your information.

3. How Your Information Is Shared

We do not sell, rent, or trade your personal information.

We share information submitted through the Site only as necessary to operate it, specifically with Formspree, the third-party form-processing service that delivers your submission to us. Formspree's handling of that data is governed by its own privacy policy, available at formspree.io.

We may disclose information if required to do so by law, or to protect the rights, property, or safety of PilotageMD or others.

Aggregate or de-identified information collected during a client engagement may be shared as described in your signed services agreement. This Privacy Policy does not alter those terms.

4. Data Retention

We retain contact form submissions for as long as reasonably necessary to respond to your inquiry and, if you become a client, for the duration of the engagement and as required by applicable recordkeeping obligations. You may request deletion of your information at any time using the contact information below.

5. Security

We take reasonable administrative and technical measures to protect the information you provide. No method of transmission or storage is completely secure, and we cannot guarantee absolute security.

6. Your Choices

You may ask us to access, correct, or delete the personal information we hold about you, or to stop contacting you for marketing purposes, by emailing chad@pilotagemd.com. We will respond within a reasonable time.

7. Children's Privacy

The Site is intended for practice administrators and physicians and is not directed to individuals under 18. We do not knowingly collect information from children.

8. Changes to This Policy

We may update this Privacy Policy from time to time. The Effective Date above reflects the most recent revision. Material changes will be reflected on this page.

9. Contact Us

Questions about this Privacy Policy can be directed to PilotageMD, LLC at chad@pilotagemd.com, or you can call us directly.

Website Disclaimer

PilotageMD, LLC is an independent procurement advisory firm serving physician-owned practices. PilotageMD is not a licensed financial advisor, investment advisor, attorney, insurance agent, or fiduciary. Nothing on this Site should be construed as financial, legal, tax, or medical advice. PilotageMD does not hold client funds or securities and does not provide investment advice of any kind.

References on this Site to potential savings, pricing benchmarks, or audit outcomes are illustrative only and are not guarantees of results. Actual outcomes vary by practice.

Engagement with PilotageMD is governed exclusively by a signed services agreement between PilotageMD and the client. Nothing on this Site constitutes an offer or acceptance of services.

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