Terms of Service

1. Agreement to Terms

These Terms of Service ("Terms") constitute a legally binding agreement between Living Patterns Readings ("LPR," "Company," "we," "us," or "our") and the clinic, practice, professional corporation, limited liability company, partnership, sole proprietorship, or other person or entity that subscribes to, registers for, or otherwise uses the LPR Workflow Software platform and related services (the "Platform"), together with such entity's owners, practitioners, and other authorized workforce users (collectively, the "Customer," "you," or "your").

By creating a workforce or clinic account, accepting an invitation, clicking to accept these Terms, executing a related order or subscription, or accessing or using the Platform as Customer, you agree to be bound by these Terms, our Privacy Policy, and our Acceptable Use Policy, each as updated from time to time in accordance with their terms. If you do not agree, you must not access or use the Platform.

If you accept these Terms on behalf of a clinic or other legal entity, you represent and warrant that you have full legal authority to bind that entity to these Terms. The official legal business name of the Covered Entity that engages LPR as a Business Associate shall be designated in clinic settings and used for the Business Associate Agreement.

These Terms govern Customer's Subscription and workforce use of the Platform. Patient-facing electronic access is governed by Customer's published patient policies and the patient-access mechanics described in Section 3 and Section 4.

These Terms were last updated on August 5, 2026 (version 2026-08-05.1).

2. Definitions

• "Acceptable Use Policy" or "AUP" means LPR's Acceptable Use Policy published at /acceptable-use and incorporated by reference.
• "BAA" means the Business Associate Agreement between Customer (as Covered Entity) and LPR (as Business Associate), including any electronically accepted version thereof.
• "Customer Data" means data, content, and materials submitted to or generated on the Platform by or for Customer, including clinic configuration, workforce account data, clinic-authored patient policies, and PHI.
• "Documentation" means user guides, help materials, and in-product instructions LPR makes available for the Platform.
• "Order" means an online checkout, subscription selection, order form, or similar commercial instrument specifying plan, seats, fees, and term.
• "Optional Patient Portal" means an optional patient account experience that Customer may offer for ongoing document access or related features; a Patient Portal account is not required for a patient to complete Secure Patient Link tasks.
• "PHI" means Protected Health Information as defined under the HIPAA Rules (45 C.F.R. Parts 160 and 164).
• "Privacy Policy" means LPR's Privacy Policy published at /privacy and incorporated by reference.
• "Secure Patient Link" means a time-limited, clinic-authorized electronic access link (or equivalent secure channel) that LPR hosts so a patient may complete a scoped task for Customer—such as intake, document upload, package selection, policy acknowledgment, or viewing a released report—typically after the patient verifies identity using information Customer maintains (for example, date of birth and last name).
• "Services" means the Platform and any related support, hosting, or ancillary services LPR provides under these Terms.
• "Subscription" means Customer's paid or trial right to access the Platform for a clinic under an Order.

3. The Service

The Platform provides workflow software for healthcare practitioners and their clinics. Functionality may include patient onboarding and Secure Patient Link access, health assessments (including structured questionnaires such as a Meridian Assessment Form), laboratory document upload and optical character recognition support, clinical report generation support, package and checklist workflows, clinic policy hosting and acceptance records, in-app secure patient–practitioner messaging for care coordination, subscription billing for clinic Subscriptions, and related features described in the Documentation.

THE PLATFORM IS NOT AN ELECTRONIC HEALTH RECORD (EHR), electronic medical record, charting system, practice management or scheduling system, e-prescribing system, or computerized provider order-entry system. The Platform does not replace Customer's medical records retention systems, appointment books, or prescribing workflows. Packaging and checklist features organize care-related tasks; they are not a substitute for Customer's clinical documentation standards.

Patient electronic access is designed primarily through Secure Patient Links sent or provided under Customer's direction. A patient may complete intake forms, acknowledge clinic policies, upload requested materials, select packages, view released reports, send and receive secure care-coordination messages with Customer's authorized workforce, and perform other scoped tasks through a Secure Patient Link without creating an Optional Patient Portal account. Customer may also invite a patient to create or use an Optional Patient Portal account for ongoing access where Customer enables that feature.

Secure messaging is intended for non-urgent care coordination and administrative questions related to care. It is not for medical emergencies, crisis situations, or time-sensitive clinical advice that cannot wait for asynchronous review. Messages may contain PHI and are stored within the Platform; notification emails about new messages do not include message content. Customer remains solely responsible for clinical response times, after-hours coverage, and directing patients to emergency services when appropriate.

THE PLATFORM IS A SOFTWARE AND HOSTING SERVICE ONLY. It is not a substitute for professional medical judgment, diagnosis, treatment, prescribing, or emergency care. LPR does not practice medicine, acupuncture, herbalism, nursing, or any other licensed health profession through the Platform, and does not create a provider–patient relationship with any patient. Clinical decisions remain solely with Customer and its licensed practitioners.

LPR may modify, enhance, or discontinue features of the Platform from time to time, provided that LPR will not materially reduce core paid functionality of an active Subscription without reasonable notice, except as required for security, legal compliance, or third-party dependency changes. Certain account features (including team seats, assistant roles, and multi-workspace self-serve creation) may be unavailable unless enabled for Customer's account.

4. Roles; Clinical Firewall; Patient Relationships

• Customer is the Covered Entity (or other lawful controller of patient information) with respect to PHI entered into, stored in, or generated on the Platform for Customer's patients.
• LPR acts as a Business Associate (and SaaS vendor) to Customer under the BAA when PHI is processed. Use of the Platform to process PHI is conditioned on Customer's acceptance of the then-current BAA and platform legal documents.
• Patients interact with the Platform in connection with Customer's clinic relationship. Patient-facing terms of use, privacy notices, notices of privacy practices, and consents are authored, maintained, and published by Customer. LPR hosts such documents and records acceptance where the Platform provides that functionality (including via Secure Patient Links and, where enabled, the Optional Patient Portal), but does not become the Covered Entity or treating provider by doing so.
• Customer is responsible for authorizing Secure Patient Links, ensuring identity-verification data used for link access is accurate, and determining when Optional Patient Portal accounts are appropriate for its patients.
• Nothing in these Terms transfers clinical responsibility, licensure obligations, medical decision-making, or the provider–patient relationship to LPR.
• Customer is solely responsible for verifying practitioner licensure, scope of practice, and supervision arrangements applicable to Customer's workforce and jurisdictions of practice.

5. Eligibility; Accounts; Access Control

You represent that you are at least eighteen (18) years of age and that Customer is duly organized and authorized to conduct business and engage licensed health professionals as applicable. This Section 5 applies to Customer and workforce accounts. Patient access through Secure Patient Links is governed by Customer's patient policies and the identity and session controls of the applicable link.

• You must provide accurate registration, clinic, billing, and legal-entity information and keep such information current.
• You are responsible for all activity under accounts issued to your clinic and workforce, including acts and omissions of any invited workforce users where team features are enabled for Customer's account.
• Workforce credentials must be unique to each user, kept confidential, and not shared. Customer shall promptly deactivate or remove access for departing workforce members.
• Practitioners who access PHI through the Platform must enable multi-factor authentication. The Platform requires multi-factor authentication for practitioner PHI access, subject to a short initial enrollment grace period of seven (7) days from account creation (or such other period as documented in-product). Customer shall otherwise implement reasonable administrative, physical, and technical safeguards on Customer-controlled systems used to access the Platform.
• Customer shall use Secure Patient Links and Optional Patient Portal features only for authorized patients and lawful clinic purposes, and shall not share or republish patient access credentials or links beyond the intended recipient except as necessary for a legally authorized personal representative.
• LPR may suspend or terminate access for violations of these Terms, the AUP, the BAA, non-payment, security risk, or applicable law, and may require identity, authority, or compliance verification as a condition of continued access.

6. Customer Representations Regarding PHI and Compliance

Customer represents and warrants that it has a lawful basis, and all authorizations, consents, and notices required under HIPAA, the HITECH Act, applicable state privacy laws (including, where applicable, the California Confidentiality of Medical Information Act), and professional rules, to upload, store, transmit, and process patient information on the Platform, and to permit LPR to process such information as Customer's Business Associate.

Customer remains solely responsible for: (a) the content, accuracy, and legal sufficiency of clinic-authored patient policies, notices, and consents published through the Platform; (b) workforce training and sanction policies; (c) responding to patient rights requests directed to Customer as Covered Entity; (d) determining minimum necessary access within Customer's clinic; and (e) clinical documentation standards and retention requirements applicable to Customer beyond Platform features.

7. Subscriptions, Fees, Trials, and Taxes

Clinic Subscriptions, trials, plan features, fees, billing cycles, renewals, and cancellation mechanics are presented at checkout, in billing settings, and/or in an Order. Unless otherwise stated in an Order, Subscriptions renew automatically for successive periods at then-current rates until cancelled in accordance with in-product cancellation procedures or written notice accepted by LPR.

• Fees are due as stated at checkout or in billing settings and are non-refundable except as expressly stated by LPR in writing or required by law.
• If Customer's Subscription is past due or paused, LPR may limit the clinic to read-only access (viewing existing records without creating or updating clinical workflow data) while preserving clinic-owner export of patient data through Billing settings.
• After a Subscription is canceled or inactivated, the clinic owner retains login access sufficient to reach Billing settings and download a clinic patient-data export for a period of thirty (30) days (the "Offboarding Window"). LPR does not withhold clinic-owner export solely because fees remain unpaid during the Offboarding Window.
• Where team or seat features are enabled for Customer's account, seat quantities sync with Customer's team roster as described in billing materials. Customer is responsible for seat usage under its clinic.
• Fees are exclusive of applicable taxes. Customer is responsible for all sales, use, VAT, GST, and similar taxes, excluding taxes based on LPR's net income.
• Trial access, if offered, is provided for evaluation only and may be modified or ended at LPR's discretion, subject to any stated trial terms.

8. Customer Data; License to Operate the Platform

As between the parties, Customer retains all right, title, and interest in Customer Data. Customer grants LPR a non-exclusive, worldwide, royalty-free license to host, copy, process, transmit, display, and otherwise use Customer Data solely as necessary to provide, maintain, secure, and improve the Services, to prevent or address service, security, or technical issues, and as otherwise permitted by the BAA with respect to PHI or required by law.

Customer represents that it has all rights necessary to grant the foregoing license and that Customer Data will not infringe or misappropriate third-party rights or violate law.

9. Intellectual Property; Feedback

LPR and its licensors retain all right, title, and interest in and to the Platform, Services, Documentation, software, interfaces, designs, trademarks, logos, report-engine methodologies, pattern libraries, and all related intellectual property, excluding Customer Data and clinic-authored policy content. No rights are granted except as expressly set forth in these Terms. Customer receives a limited, non-exclusive, non-transferable, non-sublicensable right to access and use the Platform during an active Subscription solely for Customer's internal clinical and administrative operations, in accordance with these Terms, the AUP, the BAA, and the Documentation.

If Customer or its users provide suggestions, ideas, or feedback regarding the Platform, LPR may use such feedback without restriction or compensation, and Customer hereby assigns to LPR all right, title, and interest in such feedback to the extent assignable.

10. Third-Party Services and Integrations

The Platform may interoperate with third-party services selected or enabled by Customer (including payment processors, email delivery providers, cloud infrastructure, and laboratory or supplement integrations). LPR is not responsible for third-party services it does not control. Customer's use of third-party services may be subject to separate terms. Payment card data entered on a payment processor's hosted pages is processed by that processor; LPR does not store full payment card numbers.

11. Confidentiality

Each party shall protect the other party's non-public business information with at least reasonable care and use such information only to perform under these Terms. Obligations regarding PHI are governed by the BAA and applicable law, which control in the event of conflict with this Section as to PHI. Confidentiality obligations do not apply to information that is or becomes public through no fault of the receiving party, was rightfully known without restriction, is independently developed, or is rightfully received from a third party without restriction.

12. Disclaimers

THE PLATFORM AND SERVICES ARE PROVIDED "AS IS" AND "AS AVAILABLE." TO THE MAXIMUM EXTENT PERMITTED BY LAW, LPR DISCLAIMS ALL WARRANTIES, WHETHER EXPRESS, IMPLIED, STATUTORY, OR OTHERWISE, INCLUDING IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE, AND NON-INFRINGEMENT. LPR DOES NOT WARRANT THAT THE PLATFORM WILL BE UNINTERRUPTED, TIMELY, SECURE, ERROR-FREE, OR FREE OF HARMFUL COMPONENTS, OR THAT DEFECTS WILL BE CORRECTED. LPR DOES NOT WARRANT ANY CLINICAL OUTCOME, DIAGNOSTIC ACCURACY, OR FITNESS OF REPORTS OR ASSESSMENTS FOR A PARTICULAR PATIENT. NO ADVICE OR INFORMATION OBTAINED FROM LPR OR THROUGH THE PLATFORM CREATES ANY WARRANTY NOT EXPRESSLY STATED IN THESE TERMS.

13. Limitation of Liability

TO THE MAXIMUM EXTENT PERMITTED BY LAW, LPR AND ITS OFFICERS, DIRECTORS, EMPLOYEES, AGENTS, AND SUPPLIERS SHALL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, EXEMPLARY, OR PUNITIVE DAMAGES, OR FOR ANY LOSS OF PROFITS, REVENUE, GOODWILL, DATA, BUSINESS OPPORTUNITY, OR COST OF SUBSTITUTE SERVICES, ARISING OUT OF OR RELATED TO THE PLATFORM, THE SERVICES, OR THESE TERMS, REGARDLESS OF THEORY OF LIABILITY (CONTRACT, TORT, STRICT LIABILITY, OR OTHERWISE), EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.

TO THE MAXIMUM EXTENT PERMITTED BY LAW, LPR'S AGGREGATE LIABILITY ARISING OUT OF OR RELATED TO THESE TERMS OR THE SERVICES SHALL NOT EXCEED THE TOTAL FEES PAID BY CUSTOMER TO LPR FOR THE APPLICABLE CLINIC SUBSCRIPTION DURING THE TWELVE (12) MONTHS IMMEDIATELY PRECEDING THE EVENT GIVING RISE TO THE CLAIM. THE FOREGOING LIMITATIONS APPLY NOTWITHSTANDING ANY FAILURE OF ESSENTIAL PURPOSE OF ANY LIMITED REMEDY.

Some jurisdictions do not allow certain limitations; in such jurisdictions, LPR's liability is limited to the maximum extent permitted by law. Nothing in these Terms excludes liability that cannot be excluded under applicable law.

14. Indemnification

Customer shall defend, indemnify, and hold harmless LPR and its officers, directors, employees, contractors, and agents from and against any claims, demands, actions, damages, losses, liabilities, costs, and expenses (including reasonable attorneys' fees) arising out of or related to: (a) Customer's or its users' use of the Platform; (b) Customer Data; (c) misuse of PHI or violation of HIPAA, HITECH, CMIA, or other privacy or consumer-protection law by Customer or its workforce; (d) medical malpractice, professional liability, negligence, or similar claims arising from care, advice, or services Customer or its practitioners provide; (e) clinic-authored patient policies, notices, or consents; (f) Customer's breach of these Terms, the AUP, or the BAA; or (g) disputes between Customer and its patients, employees, contractors, or other clinics.

15. Term; Suspension; Termination

These Terms remain in effect while Customer maintains an account or Subscription. Either party may terminate as provided in billing settings, an Order, or for material breach if the breach remains uncured thirty (30) days after written notice (or immediately if cure is not reasonably possible or if required for security or legal compliance).

Upon termination or expiration of a Subscription, Customer's ordinary right to use the Platform ends, subject to the Offboarding Window described in Section 7: for thirty (30) days the clinic owner may continue to access Billing settings and download a clinic patient-data export. Thereafter, LPR may deactivate accounts and delete or de-identify data as permitted by the BAA and these Terms, subject to any other applicable retention period.

Sections that by their nature should survive termination shall survive, including Sections 8–14, 16–20, and any accrued payment obligations. PHI return or destruction is governed by the BAA.

16. Export Controls and Sanctions

Customer shall not use, export, or re-export the Platform in violation of U.S. export control or sanctions laws, and represents that Customer and its users are not located in, organized under the laws of, or ordinarily resident in any comprehensively sanctioned jurisdiction, and are not denied parties under applicable lists.

17. Governing Law; Venue; Dispute Resolution

These Terms are governed by the laws of the State of California, without regard to conflict-of-law principles, except that HIPAA and other applicable federal law control as to PHI. Subject to any written arbitration agreement the parties may later execute, exclusive venue for disputes arising out of or relating to these Terms or the Services shall lie in the state or federal courts located in California, and each party consents to personal jurisdiction and venue there.

Notwithstanding the foregoing, either party may seek injunctive or other equitable relief in any court of competent jurisdiction to protect its intellectual property or confidential information.

18. Notices

Notices to LPR under these Terms shall be sent to support@livingpatternsreadings.com and, if applicable, to any mailing address LPR publishes for legal notices. Notices to Customer may be sent to the email address associated with the clinic owner account, displayed in clinic settings, or provided in an Order. Notices are deemed given upon confirmed email transmission or, for mail, upon receipt.

19. Changes to These Terms

LPR may update these Terms from time to time. The "Last updated" date and document version identify the operative text. Material changes may require re-acceptance in-product before continued PHI-related or subscription use. For non-material changes, continued use of the Platform after the effective date constitutes acceptance. If Customer does not agree to updated Terms, Customer must stop using the Platform and may cancel as provided in billing settings.

20. Miscellaneous

• These Terms, together with the Privacy Policy, AUP, BAA, and any Order, constitute the entire agreement between the parties regarding the Services and supersede prior or contemporaneous agreements on that subject.
• If any provision is held unenforceable, it shall be modified to the minimum extent necessary to make it enforceable, and the remaining provisions shall continue in full force.
• Failure to enforce any provision is not a waiver of future enforcement.
• Customer may not assign these Terms without LPR's prior written consent, except to a successor in connection with a merger, acquisition, or sale of substantially all assets, provided the assignee agrees in writing to be bound and is not a competitor of LPR. LPR may assign these Terms without consent.
• The parties are independent contractors. These Terms do not create a partnership, joint venture, or employment relationship.
• There are no third-party beneficiaries to these Terms except as expressly stated.
• Headings are for convenience only and do not affect interpretation.

21. Contact

Questions regarding these Terms may be directed to Living Patterns Readings at support@livingpatternsreadings.com, or via https://app.livingpatternsreadings.com and https://livingpatternsreadings.com.