Privacy Policy

We use information to operate the directory and referral network, route referrals, verify Members, process payments, produce Priority Records, handle Representation Preference requests, moderate reviews, send the emails and texts you agreed to, show senders when a referral or shared link was opened, apply Partner Credits, keep records of access for security and compliance, prevent fraud, improve the Platform, and meet legal obligations.

• With Members you are connected to. When you request a connection or a Member refers you, your referral information goes to the receiving Member or Members. Placement agents may send one referral to several communities.
• Opened and viewed. When a receiving Member opens a referral, the sending Member can see that it was opened and when. When your advisor shares a report or document link with you, your advisor can see whether and when it was viewed, and what you do on it.
• Priority Records. When agents disagree about a referral, we share referral timestamps, the sending agent, and any Representation Preference request with the community and agents involved. We do not include health information in Priority Records.
• Representation Preference requests. We share your request with the named agent, the communities that received that agent's referral for you, and any agent you name as your choice.
• Referral Partners. If your organization joined through a Referral Partner's link or code (disclosed to you before you created your account), that Referral Partner sees your organization's name, type, number of locations, plan, the amounts you pay each month, and whether you are in a free trial, paying, or cancelled. Referral Partners never see your payment card, your staff, your contacts, your referrals, your clients or residents, or any health information. See Section 13.
• Public directory. Member listings, and basic listings built from public Medicare data, are public. They contain business information, never referral or client information.
• Partner Credits. When an assisted living Member invites a provider to join, we record which invitation the provider used (for up to 90 days) so we can apply the credit. The inviting Member can see whether the invitation led to a membership.
• Service providers. Companies that process information for us under contract, only as needed to provide their service: Google Cloud (hosting and storage, under a HIPAA business associate agreement), Stripe (membership billing, and placement fee invoice payments by card or bank transfer (ACH) made through a placement agency's own Stripe account), SendGrid (email), Twilio (text messages), and Google Maps Platform (maps, address suggestions, and live Google ratings). We design our emails and texts so they carry no health information.
• Google Maps Platform. Maps, addresses, and Google ratings and reviews on listings and reports are shown live from Google. We keep only the Google place ID that links a listing; we never store Google's ratings or review content. Addresses you type into an address search are sent to Google to suggest places. Google's Privacy Policy applies to what Google receives.
• Legal reasons. When required by law, or to protect rights, safety, and the integrity of the Platform.
• Business transfers. In a merger, sale, or reorganization, subject to this Policy.

We do not share your information with companies affiliated with Mildred for their marketing. An affiliated company receives your information only if it is a Member you are connected with through the Platform in the ordinary way, or if you give separate consent. "Affiliated Companies" in this section means these related companies — not the independent Referral Partners described in Section 13.

When we receive protected health information on behalf of a HIPAA covered entity, we handle it under our Business Associate Agreement and HIPAA. We encrypt health and contact details, keep them out of emails and texts, and record who accesses them. Please share only the information needed to find care.

We keep referral records, including timestamps, for 7 years after the referral date to support Priority Records and legal obligations. We keep records of access and changes (audit logs) for at least 6 years. We keep texting consent and opt-out records as long as needed to show consent and honour opt-outs. A report or document link your advisor shares expires after the period your advisor chooses and can be turned off sooner. Member account information is kept after cancellation so accounts can be reactivated, unless the Member asks us to delete it and no legal obligation requires us to keep it. Other information is kept only as long as needed for the purposes above.

You may ask us to access or correct your information, or to delete it, by emailing support@askmildred.ai. When you ask to be deleted, we remove you from the active referral network and delete your care needs, contact information, notes, and attachments.

We do not delete the record of referrals made through the Platform: who sent each referral, who received it, when, and the name of the person referred. Members rely on these records for Priority Records and legal obligations, and we keep them for the retention period in Section 6.

If you give us a mobile number and agree to receive texts, we may send messages about your referrals, invoices, reminders, shared reports, and account, as our SMS and Messaging Consent Policy (askmildred.ai/sms) describes. Consent is not a condition of using the Platform. Message frequency varies. Message and data rates may apply. Reply STOP to opt out or HELP for help.

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Text messaging originator opt-in data and consent will not be shared with any third parties. We never sell, rent or share your mobile number or your opt-in information with anyone.

To stop texts, reply STOP to any message, or email support@askmildred.ai and we will remove your number.

Our emails are about your account, referrals, billing, and the notices you choose; we do not send marketing email to families. You can turn off optional notice emails in Settings, through the Email preferences link in our emails (askmildred.ai/unsubscribe), or by emailing support@askmildred.ai. Account, security, and billing emails continue while you have an account.

We use cookies and similar browser storage that are needed to sign you in, keep your session secure, and remember your choices. We do not use advertising cookies, and we do not use third-party analytics on the Platform. If that changes, we will update this Policy first.

To understand how the site is used, we keep first-party visit statistics (pages viewed, device type, browser, approximate region and how you arrived), using a random identifier stored in your browser. We do not store your IP address with them, they are never shared with third parties, and they are deleted after 13 months. We honour Global Privacy Control and Do Not Track by not setting that identifier.

We use administrative, technical, and physical safeguards to protect information, including encryption, multi-factor sign-in for Members, and access records. No system is completely secure.

The Platform is for adults 18 or older. It is not directed to children, and we do not knowingly collect information from anyone under 18.

We will post updates with a new effective date, keep earlier versions at askmildred.ai/terms/archive, and notify users of material changes by email or in the Platform. Questions or requests: Mildred Enterprises, LLC, 7014 E Camelback Rd, Suite B100A, Scottsdale, AZ 85251, support@askmildred.ai.

Referral Partners are independent people and businesses who introduce care organizations to Mildred and earn a commission under our Referral Partner Agreement. They are not Mildred's employees and are not the Affiliated Companies described in Section 4.

What a Referral Partner sees. If your organization signed up through a Referral Partner's link or code — which we disclose to you on the join page before you create your account, where you can also remove the code — that Referral Partner sees your organization's name, type (for example, assisted living or placement agency), number of locations, plan, the membership amounts you pay each month, your status (trial, paying, or cancelled), and the commission earned on each payment. A Referral Partner never sees your payment card, your staff, your contacts, your referrals, your clients or residents, or any health information. We do not share mobile numbers or text-message consent with Referral Partners.

What we collect about Referral Partners. From applicants and partners we collect the application information listed in Section 1, program status history with reasons, each organization credited with the reason for any manual decision, and commission, payout, reversal, and hold records. For each referral link we store only a daily count of visits — no visitor identity, IP address, or cookie profile. Identity, bank, and taxpayer information for payouts is collected and stored by Stripe under its own privacy policy; Mildred does not see or store it.