Privacy Policy | Patient Excel LLC

Privacy Policy

Patient Excel LLC
Last Updated: January 1, 2026

Thank you for visiting Patient Excel LLC ("Patient Excel," "we," "our," or "us"). Patient Excel is committed to respecting and protecting your privacy.

This Privacy Policy explains how we collect, use, and protect information obtained through our website:

https://patientexcel.com

This policy applies only to information collected through this website and related online interactions.

This Privacy Policy is intended to explain:

  • The types of personal information we collect and how that information is collected, used, and shared;
  • The choices available to you regarding the use and disclosure of your information;
  • The security measures we take to protect your personal information;
  • How you may contact us regarding your personal information.

By using this website, submitting information, requesting information, scheduling a consultation, or interacting with Patient Excel online, you acknowledge and agree to the terms of this Privacy Policy.

Collection, Use, and Sharing of Information

Collection of Information

When you visit our website, certain information may automatically be collected.

If you do not interact with the website or submit information, you may browse anonymously. We may collect non-personally identifiable information such as:

  • Browser type;
  • Device information;
  • IP address;
  • General location information;
  • Pages visited;
  • Time spent on the website;
  • Website activity.

If you choose to interact with our website, such as requesting information, scheduling a consultation, submitting a contact form, or communicating with us, we may collect personal information including:

  • Name;
  • Phone number;
  • Email address;
  • Company or dental practice name;
  • Business information;
  • Information submitted through forms, messages, or inquiries.

We only collect information that you voluntarily provide or information automatically collected through your use of our website.

Lead Generation and Consultation Scheduling

Patient Excel provides digital marketing, lead generation, and consultation scheduling services for dental practices.

If you submit information through:

  • Website forms;
  • Advertising campaigns;
  • Landing pages;
  • Consultation requests;
  • Scheduling forms;

we may collect and use that information to:

  • Respond to your inquiry;
  • Provide requested information;
  • Schedule consultations;
  • Connect you with a participating dental practice;
  • Send follow-up communications.

Patient Excel does not provide dental care, medical advice, diagnosis, or treatment.

Any dental services are provided solely by the applicable dental practice.

Tracking Activity on Our Website

We track website usage by both anonymous visitors and individuals who interact with our website.

We may use third-party services such as Google Analytics and advertising platforms to help us understand website activity.

We may collect statistical and non-personal information, including:

  • Number of visitors to our website;
  • Pages viewed;
  • Time spent on pages;
  • Links clicked;
  • General website activity.

We use this information to:

  • Improve our website;
  • Improve user experience;
  • Understand visitor interests;
  • Measure marketing performance;
  • Improve our services.

This information generally does not personally identify you.

Cookies and Similar Technologies

We use cookies and similar technologies on our website.

A cookie is a small data file stored on your device that helps us improve website functionality, understand website usage, and recognize returning visitors.

Cookies may allow us to:

  • Remember preferences;
  • Analyze website traffic;
  • Measure advertising effectiveness;
  • Improve marketing experiences.

You may control or disable cookies through your browser settings. Disabling cookies may affect certain website functionality.

Advertising and Third-Party Tracking

Patient Excel may use third-party advertising and analytics platforms, including:

  • Google Ads;
  • Google Analytics;
  • Meta advertising tools, including Facebook and Instagram;
  • Other marketing and analytics services.

These platforms may collect information about your interaction with our website, advertisements, or online content.

We use these tools to:

  • Measure advertising performance;
  • Improve campaigns;
  • Understand website visitors;
  • Provide more relevant marketing experiences.

Patient Excel does not control the privacy practices of these third-party platforms. We encourage you to review their privacy policies.

How We Use Personal Information

Patient Excel may use your personal information for the following purposes:

  • Provide requested information;
  • Respond to inquiries;
  • Schedule consultations;
  • Communicate with you;
  • Provide services to clients;
  • Manage business relationships;
  • Improve our website and services;
  • Analyze marketing performance;
  • Send relevant updates or communications;
  • Maintain business records;
  • Comply with legal obligations.

Email Communications

If you provide your email address, you may receive communications from Patient Excel regarding:

  • Your inquiries;
  • Requested information;
  • Services;
  • Business updates;
  • Marketing communications where permitted.

You may unsubscribe from promotional emails at any time by following the unsubscribe instructions included in the email.

Patient Excel does not sell, rent, trade, or exchange email addresses for marketing purposes.

SMS/Text Messaging Privacy

If you provide your phone number and consent to receive text messages, Patient Excel may send SMS communications related to:

  • Requested information;
  • Consultation scheduling;
  • Reminders;
  • Follow-up communications;
  • Services requested.

Message frequency may vary.

Message and data rates may apply.

You may opt out of text communications at any time by replying:

STOP

For assistance, reply:

HELP

Patient Excel does not sell, rent, or share mobile phone numbers, SMS opt-in data, or text messaging consent information with third parties for marketing or promotional purposes.

Text messaging originator opt-in data and consent information will not be shared with third parties except when necessary to provide requested services or when required by law.

Sharing of Information

Patient Excel does not sell personal information.

We may share information only when necessary to operate our business, provide requested services, or comply with legal obligations.

Information may be shared with trusted service providers that assist us with:

  • Website hosting;
  • CRM systems;
  • Communication platforms;
  • Analytics;
  • Advertising platforms;
  • Scheduling systems;
  • Technology services.

These providers are permitted to use information only as necessary to provide services to Patient Excel.

We may also disclose information:

  • When required by law;
  • In response to valid legal requests;
  • To protect our rights;
  • To prevent fraud or misuse.

Healthcare Information and HIPAA

Patient Excel is a marketing and technology company and is not a dental practice or healthcare provider.

Dental practices using Patient Excel services are responsible for their own compliance with HIPAA and applicable healthcare privacy laws.

Patient Excel does not request medical information through general website interactions.

Where applicable, any handling of protected health information will be governed by appropriate agreements and legal requirements.

Children Under 13

Patient Excel does not knowingly collect personal information from children under the age of 13.

Our website and services are intended for adults and businesses.

If we become aware that personal information from a child under 13 has been collected, we will take reasonable steps to remove it.

Information Security

Patient Excel uses commercially reasonable security measures designed to protect personal information from unauthorized access, disclosure, alteration, or destruction.

However, no internet transmission or electronic storage method can be guaranteed to be completely secure.

For this reason, we cannot guarantee absolute security of information transmitted electronically.

Links to Other Websites

Our website may contain links to third-party websites.

Patient Excel is not responsible for the privacy practices, security, or content of other websites.

We encourage you to review the privacy policies of any third-party websites you visit.

Changes to This Privacy Policy

Patient Excel reserves the right to update this Privacy Policy at any time.

When changes are made, we will update the "Last Updated" date at the top of this page.

Your continued use of our website after changes are posted indicates acceptance of the updated Privacy Policy.

Contact Us

If you have questions about this Privacy Policy or your personal information, please contact us:

Patient Excel LLC

Website: https://patientexcel.com

Email: [email protected]

By using this website, you acknowledge that you have read, understood, and agreed to this Privacy Policy.