Legal

Privacy Policy

Effective Date: August 2, 2026
Last Updated: August 2, 2026

KLAS Solutions, LLC, operating the KLAS Dental Coaching division (“KLAS Dental Coaching,” “KLAS,” “we,” “us,” or “our”), respects your privacy.

This Privacy Policy explains how we collect, use, disclose, retain, and protect personal information when you:

• Visit https://www.klasdentalcoaching.com/ or another website that links to this Privacy Policy;
• Request a discovery call, consultation, assessment, or other service;
• Enroll in a Practice Pulse subscription or custom coaching program;
• Participate in the Dental Entrepreneur Program;
• Request or complete a Practice Health Assessment;
• Use the KLAS Dashboard or receive KPI reports, scorecards, benchmarking, or financial analyses;
• Participate in dental practice, business, team, leadership, operational, or transition-readiness coaching;
• Attend an onsite coaching visit, webinar, meeting, continuing-education program, or training session;
• Download a guide or other resource;
• Purchase a product or service;
• Communicate with our coaches, analysts, consultants, employees, or representatives; or
• Otherwise interact with KLAS.

This Privacy Policy applies to information collected through our websites and through our coaching, consulting, assessment, analytics, and related business services.

It does not replace the terms of an engagement agreement, subscription agreement, Business Associate Agreement, nondisclosure agreement, continuing-education registration, or other written agreement that applies to particular information or services. When another applicable written agreement provides greater protection or different requirements, that agreement will control with respect to the information it covers.

1. Information We Collect

The information we collect depends on how you interact with KLAS.

A. Contact and Inquiry Information

When you submit a form, request a discovery call, download a resource, register for a program, or otherwise contact us, we may collect:

• First and last name;
• Email address;
• Telephone number;
• Dental practice or organization name;
• Professional title or role;
• Dental specialty;
• Number of providers or locations;
• Practice address or geographic market;
• Preferred coach, analyst, or consultant;
• Appointment and scheduling information;
• Your practice goals, concerns, challenges, or areas of interest;
• Information about the coaching tier, assessment, program, or service you are considering;
• Questions and messages submitted through free-text fields; and
• Any other information you voluntarily provide.

Our website forms and related communications may be processed through Pipedrive, SendGrid, and other providers that support customer-relationship management, form processing, lead management, scheduling, and communications.

B. Dental Practice and Business Information

When you engage KLAS for coaching, consulting, benchmarking, dashboard reporting, a Practice Health Assessment, or another service, we may collect information concerning your dental practice, including:

• Practice history, ownership, legal structure, and locations;
• Dental specialty and services offered;
• Number and types of providers;
• Number and types of employees;
• Operating hours and appointment capacity;
• Active-patient counts and new-patient activity;
• Scheduling, cancellation, reappointment, and no-show information;
• Hygiene-department performance;
• Treatment-planning and case-acceptance information;
• Unscheduled treatment information;
• Production and collection information;
• Provider and hygienist production;
• Accounts-receivable reports and aging information;
• Insurance, payer-mix, reimbursement, and write-off information;
• Claims-submission, rejection, and denial information;
• Fee schedules;
• Revenue-cycle-management information;
• Profit-and-loss statements;
• Balance sheets;
• Cash-flow information;
• Budgets, forecasts, and financial targets;
• Break-even and profitability information;
• Payroll, compensation, incentive, and benefit information;
• Staffing levels, roles, tenure, turnover, and organizational structure;
• Practice policies, workflows, procedures, and systems;
• Technology, equipment, software, and vendor information;
• Marketing activity, lead sources, conversion information, and marketing performance;
• Patient-acquisition and retention information presented in aggregate or de-identified form;
• Leadership, management, communication, and team-performance information;
• Practice goals, benchmarks, key performance indicators, and action plans;
• Strategic, operational, succession, growth, or transition-readiness plans;
• Practice valuation or sale-readiness information;
• Assessment responses and results;
• Coaching notes and progress information; and
• Other information reasonably necessary to provide the requested services.

Some of this information may be confidential or proprietary business information even when it does not identify an individual.

C. Practice-Management System and Dashboard Information

To provide the KLAS Dashboard, Practice Health Assessment, KPI scorecards, benchmarking, financial reviews, and related services, KLAS may receive reports or information generated by dental practice-management, accounting, marketing, or other business systems.

These systems may include Dentrix, Eaglesoft, Open Dental, Curve Dental, Denticon, or other practice-management platforms.

Information may include:

• Aggregated production and collection reports;
• Accounts-receivable summaries;
• Provider and department performance;
• Hygiene statistics;
• Scheduling and utilization reports;
• Treatment-plan and case-acceptance statistics;
• New-patient and active-patient counts;
• Reappointment and retention statistics;
• Insurance and payer information;
• Marketing and lead-performance data;
• Financial reports;
• Operational reports; and
• Other practice-level performance information.

KLAS generally seeks practice-level, aggregated, limited, or de-identified information rather than patient-identifying information.

Clients are responsible for following KLAS’s secure data-submission instructions and for avoiding unnecessary disclosure of patient-level information.

D. Leadership, Team, and Professional-Development Information

When you or your team participate in leadership coaching, team development, the Dental Entrepreneur Program, Work of Leaders®, The Five Behaviors®, Everything DiSC®, EOS®-related services, continuing education, or similar programs, we may collect:

• Assessment responses;
• Leadership and behavioral preferences;
• Communication-style information;
• Team-effectiveness information;
• Workplace strengths and challenges;
• Coaching notes;
• Professional-development goals;
• Core values, mission, and vision information;
• Strategic and quarterly goals;
• Roles and responsibilities;
• Hiring, accountability, and incentive-plan information;
• Assessment reports and profiles;
• Feedback provided by participants;
• Attendance and participation information;
• Continuing-education completion information;
• Certificates, credits, or course records; and
• Action plans or recommendations.

Assessment and coaching results are intended for professional development, leadership, team, and business-coaching purposes. They are not medical, psychiatric, or psychological diagnoses.

Third-party assessment or training providers may process information under their own privacy policies and contractual terms.

E. Employee and Team Information

Dental practice owners or managers may provide information about their employees and team members as part of coaching, assessments, onsite visits, interviews, training, or performance improvement.

This information may include:

• Names and business contact information;
• Job titles and responsibilities;
• Employment tenure;
• Scheduling and availability;
• Compensation or incentive information;
• Professional strengths and development needs;
• Assessment responses;
• Training and continuing-education participation;
• Team-interview responses;
• Workplace feedback;
• Performance information; and
• Other information relevant to the coaching engagement.

Dental practices are responsible for providing required notices and obtaining any legally required permissions before disclosing employee information to KLAS.

KLAS will use such information for legitimate coaching, consulting, assessment, training, and engagement-administration purposes.

F. Financial and Payment Information

When you purchase a coaching subscription, assessment, program, training, digital product, or other service, Stripe processes payment and transaction information on our behalf.

Payment-related information may include:

• Name;
• Email address;
• Billing address;
• Payment-card or bank-account information;
• Transaction amount;
• Purchase date;
• Subscription tier or service purchased;
• Payment and subscription status;
• Renewal information;
• Tax-related transaction information; and
• Stripe customer, payment, subscription, or transaction identifiers.

Payment information is generally transmitted directly to Stripe. KLAS does not intend to store complete payment-card numbers or card security codes on its website servers.

Stripe processes payment information under its own privacy policy, terms, and security practices.

G. Webinar, Coaching, Meeting, Audio, and Video Information

Webinars, consultations, coaching sessions, training sessions, team interviews, onsite visits, and one-on-one meetings may be recorded to support:

• Accurate follow-up;
• Documentation of recommendations and decisions;
• Preparation of meeting summaries;
• Creation of action items;
• Training;
• Quality assurance;
• Service delivery;
• Continuing-education administration; and
• Improvement of our programs.

A recording may capture:

• Your name;
• Voice;
• Image or likeness;
• Screen-sharing content;
• Chat messages;
• Questions and comments;
• Presentation materials;
• Business information;
• Assessment information; and
• Other information disclosed during the session.

We will provide notice or obtain consent before recording when required by applicable law.

Participants who do not want to be recorded should notify KLAS before the session begins so that available alternatives can be considered.

We will not use a private coaching or meeting recording as a public testimonial, advertisement, or promotional recording without appropriate permission.

H. Continuing-Education Information

When you participate in a continuing-education course or event, we may collect:

• Registration information;
• Professional name and contact information;
• Dental license or credential information;
• State of licensure;
• Course attendance;
• Course-completion information;
• Evaluation responses;
• Continuing-education credits earned; and
• Information required by an accrediting organization or applicable law.

We may retain and disclose this information as necessary to administer the program, issue documentation, maintain accreditation records, and respond to professional licensing or audit requirements.

I. Testimonials and Reviews

If you provide a testimonial, review, photograph, audio recording, case study, or video testimonial, we may collect and publish information such as:

• Your name;
• Professional title and credentials;
• Practice name;
• Photograph or likeness;
• Voice;
• Statements about your experience;
• Practice results or performance improvements you authorize us to disclose; and
• Other information covered by your permission or release.

We will use testimonials and related content according to the permission or release you provide.

J. Website, Device, and Usage Information

When you use our websites, we and our service providers may automatically collect:

• Internet Protocol address;
• Browser type and version;
• Device type;
• Operating system;
• Referring and exit pages;
• Pages viewed;
• Links selected;
• Date, time, and duration of visits;
• Approximate geographic location derived from an IP address;
• Website-performance and error information;
• Form-interaction information;
• Advertising and campaign-attribution information;
• Cookie, pixel, tag, and similar technology identifiers; and
• Other technical information concerning your use of the website.

We use website analytics, advertising, usability, performance, and measurement technologies that may include:

• Google Analytics;
• Microsoft Clarity;
• Google Ads conversion tracking;
• Google advertising and remarketing technologies;
• Meta Pixel;
• Meta advertising technologies; and
• Other analytics or advertising tools we may adopt.

These providers may collect information about your interaction with our website and, depending on the provider, your settings, and applicable law, activity across other websites, applications, or devices.

K. Information From Other Sources

We may receive information from:

• Your employees, colleagues, partners, or authorized representatives;
• Accountants, attorneys, consultants, vendors, lenders, or advisers;
• Referral partners;
• Affiliated KLAS service divisions;
• Professional and dental directories;
• Licensing databases;
• Business, financial, demographic, or market databases;
• Social media and review platforms;
• Advertising and marketing providers; and
• Other publicly available sources.

You should provide information about another person only when you are authorized or otherwise legally permitted to do so.

2. Healthcare and Patient Information

KLAS provides business coaching, operational consulting, leadership development, financial analysis, benchmarking, continuing education, and related services to dental practices.

KLAS does not provide dental or healthcare treatment through its public website, and the website is not intended to collect patient medical or dental records.

Do not submit patient names, dates of birth, treatment details, dental-record numbers, medical-record numbers, Social Security numbers, insurance identification numbers, clinical records, radiographs, photographs identifying patients, or other patient-level protected health information through a general website form, advertising lead form, ordinary email, or another unsecured communication channel.

When patient-related information is relevant to a coaching, benchmarking, dashboard, Practice Health Assessment, or consulting engagement, KLAS generally seeks to use:

• Aggregated information;
• Statistical information;
• De-identified information;
• Limited data sets where appropriate; or
• Other information that does not directly identify an individual patient.

Examples may include aggregate patient counts, scheduling rates, no-show rates, reappointment rates, collection rates, case-acceptance rates, payer mix, accounts-receivable aging, treatment-plan statistics, and patient-retention rates.

Business Associate Agreements

When KLAS performs services that require access to protected health information and KLAS qualifies as a business associate under the Health Insurance Portability and Accountability Act, KLAS will enter into a Business Associate Agreement with the applicable covered entity or business associate, as appropriate.

Protected health information received under a Business Associate Agreement will be handled according to:

• The applicable Business Associate Agreement;
• HIPAA and its implementing regulations, when applicable;
• Applicable privacy, security, and breach-notification requirements; and
• Any other controlling written agreement.

Protected health information must be transmitted through an approved secure method.

If this Privacy Policy conflicts with an applicable Business Associate Agreement, the Business Associate Agreement will control with respect to the protected health information it covers.

3. How We Use Information

We may use personal, professional, and business information to:

• Respond to inquiries;
• Contact you about requested services;
• Schedule and conduct discovery calls, meetings, assessments, and consultations;
• Determine which coaching tier, assessment, or program may be appropriate;
• Administer Practice Pulse subscriptions;
• Provide custom dental-practice coaching and consulting;
• Conduct Practice Health Assessments;
• Operate and support the KLAS Dashboard;
• Track and analyze practice, business, financial, operational, team, and marketing KPIs;
• Prepare monthly scorecards and written summaries;
• Conduct financial reviews;
• Prepare Practice Pulse Reports;
• Prepare competitive benchmarking reports;
• Calculate or analyze break-even points;
• Assess transition or sale readiness;
• Develop strategic growth plans;
• Prepare owner briefings and team-meeting materials;
• Analyze financial and operational performance;
• Identify revenue opportunities, inefficiencies, and operational risks;
• Develop recommendations and action plans;
• Provide leadership coaching and team-development services;
• Administer the Dental Entrepreneur Program;
• Provide onsite and virtual coaching;
• Administer leadership, behavioral, and team assessments;
• Provide Everything DiSC®, Work of Leaders®, The Five Behaviors®, EOS®-related, or similar services;
• Provide continuing education, training, and course records;
• Monitor engagement progress and performance indicators;
• Prepare reports, dashboards, summaries, and recommendations;
• Provide fractional leadership, integration, or accountability support;
• Deliver guides, assessments, reports, and other resources;
• Process purchases, subscriptions, and payments through Stripe;
• Manage customer relationships through Pipedrive;
• Deliver emails through SendGrid;
• Send consultation responses, appointment notices, and service communications;
• Send newsletters, webinar invitations, educational materials, and marketing communications;
• Record and review meetings or webinars where disclosed and permitted;
• Create follow-up notes, summaries, and action items;
• Provide customer support;
• Improve our websites, coaching programs, assessments, dashboards, and services;
• Analyze website traffic, usability, and performance;
• Measure advertising conversions and campaign effectiveness;
• Create advertising or remarketing audiences where permitted;
• Prevent fraud, abuse, spam, unauthorized access, and security incidents;
• Maintain business, accounting, tax, accreditation, and contractual records;
• Enforce our agreements;
• Establish, exercise, or defend legal claims;
• Comply with applicable legal, regulatory, accreditation, and professional obligations;
• Conduct internal training and quality assurance; and
• Support a merger, acquisition, financing, restructuring, or other business transaction.

We may combine information collected through different interactions when permitted by law.

4. How We Disclose Information

We may disclose information in the circumstances described below.

A. Service Providers

We may disclose information to vendors that provide services to KLAS, including:

• Pipedrive;
• SendGrid;
• Stripe;
• Website-hosting providers;
• Cloud-storage and information-technology providers;
• Customer-relationship-management providers;
• Form-processing providers;
• Scheduling providers;
• Email, telephone, and communications providers;
• Webinar and videoconferencing providers;
• Coaching and assessment-platform providers;
• Dashboard, reporting, and data-visualization providers;
• Accounting and billing providers;
• Google Analytics;
• Microsoft Clarity;
• Google Ads;
• Meta and its advertising services;
• Cybersecurity and fraud-prevention providers;
• Electronic-signature and document-management providers;
• Marketing providers; and
• Professional advisers and consultants.

These providers may process information as reasonably necessary to provide services to KLAS and according to their contracts, privacy policies, and applicable law.

B. Assessment, Training, and Accreditation Providers

When you participate in a licensed assessment, leadership program, continuing-education course, or team-development program, information may be disclosed to the applicable provider or accrediting organization to:

• Administer an assessment or course;
• Score assessment responses;
• Generate reports;
• Provide licensed materials;
• Maintain participant accounts;
• Verify attendance or completion;
• Issue continuing-education documentation;
• Maintain accreditation records; and
• Support program delivery.

These providers may include providers of Everything DiSC®, Work of Leaders®, The Five Behaviors®, EOS®-related tools, continuing-education programs, or similar services.

C. Professional Advisers

We may disclose information to authorized professional advisers, including:

• Attorneys;
• Certified public accountants;
• Tax advisers;
• Financial advisers;
• Human-resources consultants;
• Revenue-cycle consultants;
• Technology consultants;
• Insurance professionals;
• Practice-transition professionals;
• Lenders; and
• Other advisers involved in supporting your practice or our services.

D. KLAS Affiliates

KLAS Dental Coaching is part of the KLAS Solutions family of services.

We may disclose information among affiliated KLAS divisions when reasonably necessary to:

• Respond to your request;
• Coordinate services;
• Manage a client relationship;
• Provide an integrated service offering; or
• Introduce you to a relevant KLAS service.

Affiliated services may include:

• Healthcare coaching;
• Practice transitions and valuation;
• Accounting and tax services;
• Marketing;
• Real estate; and
• Other consulting or advisory services.

We will not disclose protected health information to an affiliated service line unless the disclosure is authorized, permitted by law, and subject to any required Business Associate Agreement or other safeguard.

E. Legal, Regulatory, and Safety Disclosures

We may disclose information when we reasonably believe disclosure is necessary to:

• Comply with applicable law or regulation;
• Respond to a subpoena, court order, or lawful government request;
• Meet continuing-education or accreditation requirements;
• Protect the rights, property, safety, or security of KLAS, our clients, or others;
• Investigate suspected fraud, misconduct, or unauthorized activity;
• Respond to a privacy or security incident;
• Enforce an agreement; or
• Establish, exercise, or defend a legal claim.

F. Business Transactions

Information may be transferred or disclosed as part of an actual or proposed merger, acquisition, financing, reorganization, bankruptcy, sale of assets, or similar business transaction.

G. With Your Direction or Consent

We may disclose information for another purpose when you direct us to do so or provide consent.

5. Sale, Sharing, Targeted Advertising, and Remarketing

KLAS does not sell personal information in exchange for money.

However, our use of Google Analytics, Microsoft Clarity, Meta Pixel, Google Ads, remarketing technologies, advertising cookies, and similar tools may be considered a “sale,” “sharing,” “targeted advertising,” or “cross-context behavioral advertising” under certain state privacy laws.

These technologies may allow providers to:

• Receive browser, device, and website-activity information;
• Associate activity with advertising or analytics identifiers;
• Determine whether an advertisement resulted in a website visit, inquiry, or purchase;
• Create, refine, or measure advertising audiences;
• Display KLAS advertisements after you visit our website; and
• Measure advertising reach, frequency, and performance.

Where required by applicable law, we will provide a cookie banner or privacy-preference tool through which users can reject or manage nonessential analytics and advertising technologies.

You may also request to opt out of applicable selling, sharing, or targeted advertising by contacting us using the information in Section 18.

We do not knowingly sell or share the personal information of individuals under 18.

6. Cookies and Similar Technologies

We and our providers use cookies, pixels, tags, scripts, local storage, session-replay tools, and similar technologies to:

• Operate website features;
• Maintain security;
• Prevent fraud, spam, and abuse;
• Remember preferences;
• Understand website traffic;
• Observe how users navigate and interact with pages;
• Diagnose technical problems;
• Improve website usability;
• Measure form submissions, purchases, and advertising conversions;
• Create remarketing audiences; and
• Evaluate communication and campaign effectiveness.

The technologies we use may include the following categories.

Strictly Necessary Technologies

These support website security, network management, form operation, checkout functions, and other essential features.

Functional Technologies

These remember preferences or enable enhanced website features.

Analytics Technologies

Google Analytics, Microsoft Clarity, and similar services help us understand website traffic, navigation, performance, and user interaction.

Microsoft Clarity may collect information such as clicks, scrolling, mouse movements, navigation patterns, and other page interactions.

Advertising Technologies

Meta Pixel, Google Ads tracking, remarketing tags, and similar technologies may be used to measure advertising performance and deliver more relevant advertising.

You can manage cookies through your browser settings and through any cookie-preference tool available on our website. Disabling certain technologies may affect website functionality.

Where consent is legally required, nonessential technologies should not be activated until the required consent has been obtained.

7. Email Communications

We use SendGrid and potentially other communication providers to send:

• Discovery-call responses;
• Consultation confirmations;
• Appointment reminders;
• Coaching and service communications;
• Dashboard or report notices;
• Assessment access information;
• Continuing-education information;
• Reports and resources;
• Webinar confirmations;
• Downloadable guides;
• Newsletters;
• Educational materials; and
• Promotional messages.

Email providers may process:

• Your name and email address;
• Delivery status;
• Message-open information;
• Link-click information;
• Device information;
• IP address; and
• Similar engagement information.

You may unsubscribe from promotional emails by selecting the unsubscribe link in the message or contacting us.

Opting out of promotional email does not prevent us from sending administrative, contractual, transactional, security, subscription, or service-related communications.

8. Text Messages and SMS Communications

KLAS does not currently use SMS text messaging as a regular marketing channel but may introduce SMS communications in the future.

Before beginning regular SMS marketing, KLAS intends to implement appropriate:

• Consent language;
• Opt-in procedures;
• Recordkeeping;
• Carrier disclosures;
• Privacy disclosures; and
• Opt-out procedures.

SMS communications may eventually be used for:

• Appointment reminders;
• Consultation follow-up;
• Webinar or training reminders;
• Assessment notices;
• Subscription or service updates;
• Educational messages; and
• Promotional messages where authorized.

Consent to receive marketing text messages will not be a condition of purchasing services unless clearly disclosed and legally permitted.

Message and data rates may apply. Message frequency may vary. Recipients will be able to withdraw consent using instructions provided in the message, such as replying “STOP.”

This Privacy Policy or a separate SMS policy will be updated before regular SMS marketing begins.

9. Webinar, Event, Coaching, and Meeting Recordings

We may record webinars, coaching sessions, consultations, training sessions, team meetings, interviews, or one-on-one meetings to ensure accurate follow-up and support the purposes described in this policy.

Before recording, KLAS may provide notice through:

• Registration language;
• An invitation or confirmation email;
• An on-screen notice;
• A verbal announcement;
• A platform recording notification; or
• A written agreement.

Recordings will not ordinarily be made public unless participants have provided appropriate permission or the event was clearly identified as a public recorded presentation.

Participants should avoid displaying or discussing patient-identifying information during a recorded session unless the session is conducted through an approved method and the disclosure is permitted under an applicable Business Associate Agreement.

10. Confidentiality of Dental Practice Information

KLAS recognizes that dental-practice coaching and assessments can involve sensitive financial, operational, workforce, leadership, patient-flow, marketing, and strategic information.

We use reasonable administrative, contractual, technical, and physical measures intended to:

• Restrict access to authorized individuals;
• Limit use to legitimate service and business purposes;
• Protect confidential reports, dashboards, and assessments;
• Safeguard practice financial and operational data; and
• Prevent unauthorized disclosure.

A statement that a website submission is confidential means that KLAS will treat it as confidential within its business operations. It does not mean that ordinary internet transmissions or email messages are guaranteed to be encrypted, legally privileged, or immune from unauthorized access.

Additional confidentiality obligations may be contained in an engagement agreement, subscription agreement, nondisclosure agreement, Business Associate Agreement, or other written contract.

11. Data Security

KLAS uses reasonable administrative, technical, and physical safeguards designed to protect personal, professional, and confidential business information.

These safeguards may include:

• Role-based access controls;
• Password protections;
• Multifactor authentication;
• Encryption where appropriate;
• Secure hosting and cloud-service providers;
• Vendor-management practices;
• Confidentiality requirements;
• Data backups;
• Security monitoring;
• Secure file-transfer methods; and
• Security-incident-response procedures.

No website, internet transmission, email system, videoconference, storage platform, dashboard, or security measure is completely secure. We cannot guarantee absolute security.

Do not send protected health information, Social Security numbers, complete payment-card details, account passwords, or similarly sensitive information through an ordinary website form or unencrypted email unless KLAS has specifically instructed you to use that method.

12. Data Retention

We retain information for as long as reasonably necessary to:

• Respond to an inquiry;
• Schedule or conduct a consultation;
• Provide coaching, consulting, assessment, dashboard, or reporting services;
• Administer a coaching subscription;
• Monitor ongoing performance and benchmarks;
• Maintain an active client relationship;
• Deliver reports, guides, and resources;
• Support continuing or recurring coaching programs;
• Maintain continuing-education records;
• Process and document purchases and subscriptions;
• Maintain business, accounting, and tax records;
• Fulfill contractual commitments;
• Comply with legal, regulatory, accreditation, and professional obligations;
• Resolve disputes;
• Enforce agreements; and
• Protect against fraud or legal claims.

Retention periods vary based on:

• The type and sensitivity of the information;
• The nature and duration of the engagement;
• Whether services are recurring;
• Contractual requirements;
• Accreditation requirements;
• Applicable law; and
• Legitimate business needs.

Meeting and webinar recordings will be retained only for as long as reasonably necessary for follow-up, documentation, training, quality assurance, or other disclosed purposes, unless a longer period is required by law or agreement.

Protected health information will be retained and destroyed in accordance with the applicable Business Associate Agreement and legal requirements.

We may retain aggregated or de-identified information that no longer reasonably identifies an individual.

13. Marketing and Communication Choices

You may:

• Unsubscribe from promotional email by using the unsubscribe link;
• Contact us to request that marketing emails stop;
• Manage nonessential cookies through our cookie-preference tool;
• Adjust cookies through your browser;
• Request to opt out of applicable targeted advertising, selling, or sharing; and
• Withdraw consent to future SMS marketing if SMS services are introduced.

Marketing opt-outs do not prevent us from sending communications necessary to:

• Provide requested services;
• Manage a coaching subscription;
• Complete a transaction;
• Administer an assessment or continuing-education program;
• Manage an appointment;
• Deliver a dashboard, scorecard, or report;
• Address security concerns;
• Fulfill contractual commitments; or
• Comply with law.

14. State Privacy Rights

Depending on your state of residence, the nature of our relationship, and whether the applicable state privacy law applies to KLAS, you may have the right to:

• Confirm whether we process your personal information;
• Access personal information;
• Correct inaccurate personal information;
• Delete certain personal information;
• Obtain a portable copy of certain information;
• Opt out of the sale of personal information;
• Opt out of sharing for cross-context behavioral advertising;
• Opt out of targeted advertising;
• Opt out of certain profiling that produces legal or similarly significant effects;
• Limit certain uses or disclosures of sensitive personal information;
• Receive information about categories of information collected or disclosed; and
• Appeal a decision regarding a privacy request.

These rights are subject to legal limitations and exceptions. For example, we may retain information when reasonably necessary to:

• Provide requested services;
• Complete a transaction;
• Administer a subscription;
• Comply with law or accreditation requirements;
• Fulfill a contract;
• Prevent fraud;
• Protect security;
• Maintain privileged information; or
• Establish or defend legal claims.

KLAS will not unlawfully discriminate against you for exercising an applicable privacy right.

Submitting a Privacy Request

You may submit a privacy request by:

• Emailing info@klassolutions.com;
• Calling 844-552-7100; or
• Mailing a request to the address in Section 18.

Please use the subject line “Privacy Request” and describe the right you wish to exercise.

We may request information reasonably necessary to verify your identity and authority. Verification information will be used only to process the request.

An authorized agent may submit a request where permitted by law. We may require documentation of the agent’s authority and may contact you directly to confirm the request.

15. California Privacy Notice

This section supplements the remainder of this Privacy Policy for California residents when the California Consumer Privacy Act, as amended by the California Privacy Rights Act, applies to KLAS.

During the preceding 12 months, KLAS may have collected the following categories of personal information:

• Identifiers, including names, email addresses, telephone numbers, IP addresses, and business addresses.
• Customer-record information, including contact, billing, business, and payment information.
• Commercial information, including products, subscriptions, assessments, or services purchased, obtained, or considered.
• Internet or electronic-network activity, including browsing, device, advertising, session-replay, and website-interaction information.
• Professional or employment-related information, including job titles, professional roles, dental specialty, credentials, staffing, and workplace information.
• Financial information, including practice financial statements, operational reports, payment information, and billing information.
• Approximate geolocation information, generally derived from an IP address or a business location you provide.
• Audio, electronic, visual, or similar information, including recorded meetings, webinars, training sessions, testimonials, photographs, or video.
• Education information, where applicable to continuing-education participation and course-completion records.
• Inferences, including conclusions about practice needs, business interests, leadership preferences, performance gaps, transition readiness, or potential service needs.
• Sensitive personal information, where voluntarily provided or necessary to perform a service, including certain financial information or account-access information.

We collect this information from the sources described in Section 1 and use it for the purposes described in Section 3.

We may disclose these categories of information to the recipients described in Section 4 for business purposes.

KLAS does not sell personal information for monetary consideration. Our use of analytics, advertising pixels, remarketing tools, and related technologies may, however, constitute “sharing” under California law.

California residents may request to opt out of applicable sharing by using our cookie-preference tool or contacting us through the methods described in Section 18.

KLAS does not use or disclose sensitive personal information for purposes that require a right to limit under California law unless a separate notice states otherwise.

California residents may exercise applicable rights by contacting us as described below.

16. Children’s Privacy

Our websites and services are intended for adult dentists, dental professionals, practice owners, managers, administrators, employees, and business advisers.

They are not directed to children under 13, and we do not knowingly collect personal information online from children under 13.

Contact us if you believe a child has submitted personal information so that we can investigate and take appropriate action.

17. Third-Party Websites and Services

Our website may link to or integrate with third-party services, including:

• Pipedrive;
• SendGrid;
• Stripe;
• Google services;
• Microsoft services;
• Meta platforms;
• Scheduling services;
• Webinar and videoconferencing providers;
• Dental practice-management systems;
• Assessment providers;
• Continuing-education and training providers;
• Social media platforms;
• Video-hosting services;
• Download and document providers; and
• Other KLAS-affiliated websites.

KLAS does not control the privacy, security, or content practices of unaffiliated third parties. Information collected directly by a third party is governed by that party’s privacy policy and terms.

A link to or integration with a third party does not necessarily constitute an endorsement of its privacy or security practices.

18. Contact Us

For questions, concerns, complaints, or privacy requests, contact:

KLAS Solutions, LLC
KLAS Dental Coaching Division
Attn: Privacy
1 Martin Woods Way
Fountain Inn, SC 29644
United States

Email: info@klassolutions.com
Telephone: 844-552-7100
Website: https://www.klasdentalcoaching.com/

Please do not include patient records, complete payment-card information, Social Security numbers, passwords, or similarly sensitive information in an initial privacy-request email.

19. International Visitors

KLAS is based in the United States, and its websites and services are primarily directed to individuals and dental practices located in the United States.

If you access our website from outside the United States, your information may be transferred to, stored in, or processed in the United States or another country where our providers operate.

Those countries may have privacy and data-protection laws that differ from those in your jurisdiction.

20. Changes to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes in:

• Our services;
• Website functionality;
• Vendors and technologies;
• Business practices;
• Privacy or security requirements;
• Accreditation requirements; or
• Applicable law.

When we update the policy, we will post the revised version and change the “Last Updated” date.

We may provide additional notice when required by law or when changes are material.