Privacy Policy

Revised: October 31, 2025

Scope and Purpose

Presidio Healthcare Incorporated and its subsidiaries Presidio Healthcare Insurance Company and Presidio Connect LLC (collectively, “Presidio,” “PHI,” “we,” “us,” or “our”) is committed to protecting the privacy and security of your personal information. This Privacy Policy describes our practices with information we collect through the online and mobile websites, platforms, services, and applications that we own or operate that link to this Privacy Policy.

By using our website or services, you acknowledge that you have read and understood this Privacy Policy, and consent to our collection, use, disclosure, and storage of information as described in this Privacy Policy.

Some of our product and services are regulated by specific security standards, including the Health Insurance Portability and Accountability Act (“HIPAA”) and the Gramm-Leach-Bliley Act, and may have specific privacy practices not covered by this Privacy Policy. Additional specific privacy policies are available here, each of which are incorporated herein by this reference:

HEALTH PLAN NOTICE OF PRIVACY PRACTICES

FINANCIAL PRIVACY PRACTICES

Information Collection and Use

Information We Collect: We collect information that you voluntarily provide to us or that is provided through your interactions on our website or other platforms. This may include:

  • Identification and Contact Information: Name, address, phone number, email, date of birth, and other basic identifiers.

  • Health and Medical Information (PHI): Health plan enrollment details, member IDs, medical record numbers, treatment histories, medications, diagnoses, provider and clinic information, claims and billing information, or any other health-related information you or your healthcare providers supply to us.

  • Insurance and Payment Information: Health insurance carrier details, policy numbers, payment history, and bank or payment card information if needed for processing healthcare payments.

  • Website Usage Data: If you use our online portals or mobile application, we may collect login credentials, IP address, device information, and usage data. (Note: We do not use this data for marketing or advertising; it is used only to support the functionality and security of our services.)

  • Cookies: See below for more information on cookies and tracking.

Mobile Devices and Applications

In addition to the information identified above, we may collect the following information:

  • Information created by Us;

  • Location data such as GPS, Wi-Fi, or carrier network location (to provide location-related services like distance calculations to locate nearby providers); and

  • User files stored on your device, if you grant permission through your device settings.

How We Use Your Information

We may use your information:

  • To communicate with you;

  • To respond to emails, chats or other instant messages from you;

  • To provide you with content, services, and functionality through our platforms;

  • To process an application for a product or service as requested by you;

  • To authenticate your identity on our platforms (including with vendors);

  • To administer surveys and promotions;

  • To personalize your experience;

  • To provide you with informational or promotional offers, as permitted by law, that we believe may be useful to you, such as information about products or services provided by us or other businesses;

  • To perform analytics and to improve our products, services, and advertising;

  • To facilitate product support and updates;

  • To comply with applicable laws, regulations, and legal process;

  • To protect someone’s health, safety, or welfare;

  • To protect our rights, the rights of affiliates or related third parties, or to take appropriate legal action;

  • To send commemorative gifts celebrating health milestones, including birth of a baby;

  • To keep a record of our transactions and communications; and

  • As otherwise necessary or useful for us to conduct our business, so long as such use is permitted by law or for any other purpose with your consent.

We may contact you using the information you provide, including any email address, telephone number, or cell phone number. We may communicate, electronically or via telephone with you about your benefits, insurance policy, products, or services, including account information, general wellness, prescription or appointment reminders, general health information, newsletters, and surveys. These electronic communications may contain protected health information. You acknowledge and accept that such communications may be sent unencrypted and there is some risk of disclosure or interception of the contents of these communications.

We may, if permitted by law, combine your information with other information maintained or available to us, and we may use and disclose combined data for the purpose described in this section or for internal business purposes. We may, if permitted by law, use, and disclose deidentified and aggregated data for any purpose, including disclosures to third parties for analytics purposes such as evaluating our services and providing additional benefits, programs, and services.

How We Share Your Information

We will only share your information with third parties as outlined in this Privacy Policy and as otherwise permitted by law or as permitted with your consent. We may also share information in response to a valid court order or as required by applicable law or to cooperate with law enforcement.

We may also share your information within Presidio, including among affiliates, or with our parent company or subsidiaries.

Finally, we may share your information with other third-party vendors we engage to perform services on our behalf. For example, we may engage a third-party to manage and send emails on our behalf, and may provide them with your email address.

How To Manage Your Information

You may have a member portal that permits you, if applicable, to request changes to your information. However, if we have already disclosed information to third parties, we may not have access to the disclosed information and may not be able to require the third-party to modify such information.

Communication Preference Management

You may be able to select how you would like to receive certain communications. You can update your communication preferences by calling us at the number on your member identification card or you can view and update your communication preferences on your member portal. We may offer mobile applications that enable us to communicate with you through push notifications. Where mobile applications are offered, you may be able to manage push notifications in your mobile phone or tablet settings. You may also be able to control preview settings in your email applications. If you need additional assistance in opting out of a communication, please contact us for assistance. Please be aware that opt-outs may not apply to certain types of communications, such as account status, platform updates, or other communications.

Informational Electronic Communications

We may provide you with information about your benefits, insurance policy, products, or services, including account information, general wellness, prescription or appointment reminders, general health information, newsletters, and surveys. Any request to opt-out of receiving these communications will be effective only after we have a reasonable period of time to process your request. Opt-outs may not apply to certain types of communications, such as account status, platform updates, or other communications. Communications sent electronically may be provided either (1) via email; (2) by access to a website that we will designate in a notice we send to you when the information is available; or (3) by other electronic means. At times, in our sole discretion, we may still send you paper communications in lieu of, or in addition to, sending them electronically.

Informational Calls and Texts

When you provide us a telephone number, we may contact you, using automated, pre- recorded, or non-automated means, to provide you information about existing benefits, programs, products, services, or tools. Personal information collected through our texting programs will not be shared, sold, or disclosed to third parties for their own marketing purposes. We reserve the right to modify this section at any time. The modified section will be effective immediately upon posting. Your continued receipt of informational electronic communications and informational calls and texts will constitute your acceptance of the modified section.

Cookies (nom nom nom)

We may use various technologies, including cookies, tokens, tags, web logs, web beacons, scripts, and web server logs to gather automatically collected information and may aggregate this information from visitors of our website or other platforms or to enable certain features. This information may include demographic data, technical information about the technology (e.g., phone, computer) you use to connect to the platform, web browser information, your IP address, and browsing behavior such as pages visited and how often they are visited (collectively, “Activity Information”). We may also use third-party analytics companies to provide these services. We may also allow third parties to use cookies and other technologies to collect Activity Information and to track browsing activity over time and across third-party websites such as web browsers used to read our website or other platforms, which websites are referring traffic or linking to our platforms, and to deliver targeted advertisements to you. We do not control these third-party technologies, and their use of such technologies is governed by their own privacy policies. For more information about third-party advertising networks and similar entities that use these technologies, see youradchoices.com/control, and to opt-out of such ad networks’ and services’ advertising practices, go to optout.aboutads.info and optout.networkadvertising.org/. We do not control any of the above opt-out links and are not responsible for any choices you make using these mechanisms or the continued availability or accuracy of these mechanisms.

You may disable cookies and similar items by adjusting your browser preferences at any time; however, this may limit your ability to take advantage of all the features on our website and other platforms.

We gather Activity Information about you to improve the quality of our services. Without limiting the other ways in which we may use information as described herein, we may otherwise use and disclose your Activity Information unless restricted by this Privacy Policy or by law. Some examples of the ways we use your Activity Information include:

  • Customizing your experiences, including managing and recording your preferences;

  • Authenticating your account information;

  • Marketing, product development, and research purposes;

  • Tracking resources and data accessed on our platforms;

  • Developing reports regarding website or app usage, activity, and statistics;

  • Assisting users experiencing problems with our services;

  • Updating and servicing our platforms;

  • Enabling certain functions and tools on the website and app; and

  • Tracking paths of visitors to the website and within the website and app.

As described above, we may use tracking technologies that allow us to recognize your device when you return to our website or app within a period of time, as determined by us, and to support automatic login.

Retention of Data

We will retain your personally identifiable information (“PII”) and Activity Information for as long as is necessary for the purposes set out in this Privacy Policy. We will retain and use your PII to the extent necessary to comply with our legal obligations (for example, if we are required to retain your data to comply with applicable laws), resolve disputes, and enforce our legal agreements and policies.

Protecting Your Information

We maintain administrative, technical, and physical safeguards designed to protect your information. These safeguards vary based on the sensitivity of the information at issue. We cannot guarantee the security of our platforms, nor can we guarantee the security of the information you transmit to us over the Internet, including your use of email. We are not liable for the illegal acts of third parties such as criminal hackers.

You are responsible for safeguarding the devices you use to access our platforms (such as laptops, tablets, and mobile devices), and to use appropriate security settings on those devices.

You agree that we are not responsible for any harm that may result from someone accessing your account or personal information on any computer or device where you do not, for any reason, take the necessary steps to log out of your account prior to ending a session on such device or computer.

COPPA (Children Online Privacy Protection Act)

In compliance with the Children’s Online Privacy Protection Act (COPPA), we do not specifically market to children under 13.

Your trust is important to us. Presidio is dedicated to maintaining the privacy and security of your health information. We will continue to update our privacy and security practices as needed to ensure compliance with the law and to meet the evolving standards of data protection. We encourage you to review this Privacy Policy periodically for any updates. If we make significant changes to our privacy practices, we will notify you in accordance with legal requirements (such as by posting the updated policy with a new effective date and/or contacting you directly).

By using our services or providing your information, you acknowledge that you have been informed about how your information may be used and disclosed as described in this Privacy Policy. We appreciate the opportunity to serve you and remain committed to safeguarding your information.