Privacy Policy
PRIVACY POLICY
Last updated May 12, 2025
This privacy notice for Scope (“we,” “us,” or “our“), describes how and why we might collect, store, use, and/or share (“process“) your information when you use our services (“Services“), such as when you:
Visit our website at http://www.optase.com, or any website of ours that links to this privacy notice
Engage with us in other related ways, including any sales, marketing, or events
Questions or concerns? Reading this privacy notice will help you understand your privacy rights and choices. If you do not agree with our policies and practices, please do not use our Services. If you still have any questions or concerns, please contact us at hello@optase.com.
SUMMARY OF KEY POINTS
This summary provides key points from our privacy notice, but you can find out more details about any of these topics by clicking the link following each key point below to find the section you are looking for.
What personal information do we process? When you visit, use, or navigate our Services, we may process personal information depending on how you interact with us and the Services, the choices you make, and the products and features you use. Learn more about personal information you disclose to us.
Do we process any sensitive personal information? We do not process sensitive personal information.
Do we receive any information from third parties? We do not receive any information from third parties.
How do we process your information? We process your information to provide, improve, and administer our Services, communicate with you, for security and fraud prevention, and to comply with law. We may also process your information for other purposes with your consent. We process your information only when we have a valid legal reason to do so. Learn more about how we process your information.
In what situations and with which parties do we share personal information? We may share information in specific situations and with specific third parties. Learn more about when and with whom we share your personal information.
How do we keep your information safe? We have organizational and technical processes and procedures in place to protect your personal information. However, no electronic transmission over the internet or information storage technology can be guaranteed to be 100% secure, so we cannot promise or guarantee that hackers, cybercriminals, or other unauthorized third parties will not be able to defeat our security and improperly collect, access, steal, or modify your information. Learn more about how we keep your information safe.
What are your rights? Depending on where you are located geographically, the applicable privacy law may mean you have certain rights regarding your personal information. Learn more about your privacy rights.
How do you exercise your rights? The easiest way to exercise your rights is by submitting a data subject access request, or by contacting us. We will consider and act upon any request in accordance with applicable data protection laws.
Want to learn more about what we do with any information we collect? Review the privacy notice in full.
1. WHAT INFORMATION DO WE COLLECT?
Personal information you disclose to us
In Short: We collect personal information that you provide to us.
We collect personal information that you voluntarily provide to us when you express an interest in obtaining information about us or our products and Services, when you participate in activities on the Services, or otherwise when you contact us.
Personal Information Provided by You. The personal information that we collect depends on the context of your interactions with us and the Services, the choices you make, and the products and features you use. The personal information we collect may include the following:
names
phone numbers
email addresses
mailing addresses
job titles
contact preferences
billing addresses
contact or authentication data
debit/credit card numbers
Sensitive Information. We do not process sensitive information.
Payment Data. We may collect data necessary to process your payment if you make purchases, such as your payment instrument number, and the security code associated with your payment instrument. All payment data is stored by WooCommerce. You may find their privacy notice link(s) here: https://woocommerce.com/document/marketplace-privacy/.
All personal information that you provide to us must be true, complete, and accurate, and you must notify us of any changes to such personal information.
Information automatically collected
In Short: Some information — such as your Internet Protocol (IP) address and/or browser and device characteristics — is collected automatically when you visit our Services.
We automatically collect certain information when you visit, use, or navigate the Services. This information does not reveal your specific identity (like your name or contact information) but may include device and usage information, such as your IP address, browser and device characteristics, operating system, language preferences, referring URLs, device name, country, location, information about how and when you use our Services, and other technical information. This information is primarily needed to maintain the security and operation of our Services, and for our internal analytics and reporting purposes.
Like many businesses, we also collect information through cookies and similar technologies.
The information we collect includes:
Log and Usage Data. Log and usage data is service-related, diagnostic, usage, and performance information our servers automatically collect when you access or use our Services and which we record in log files. Depending on how you interact with us, this log data may include your IP address, device information, browser type, and settings and information about your activity in the Services (such as the date/time stamps associated with your usage, pages and files viewed, searches, and other actions you take such as which features you use), device event information (such as system activity, error reports (sometimes called “crash dumps”), and hardware settings).
Device Data. We collect device data such as information about your computer, phone, tablet, or other device you use to access the Services. Depending on the device used, this device data may include information such as your IP address (or proxy server), device and application identification numbers, location, browser type, hardware model, Internet service provider and/or mobile carrier, operating system, and system configuration information.
Location Data. We collect location data such as information about your device’s location, which can be either precise or imprecise. How much information we collect depends on the type and settings of the device you use to access the Services. For example, we may use GPS and other technologies to collect geolocation data that tells us your current location (based on your IP address). You can opt out of allowing us to collect this information either by refusing access to the information or by disabling your Location setting on your device. However, if you choose to opt out, you may not be able to use certain aspects of the Services.
2. HOW DO WE PROCESS YOUR INFORMATION?
In Short: We process your information to provide, improve, and administer our Services, communicate with you, for security and fraud prevention, and to comply with law. We may also process your information for other purposes with your consent.
We process your personal information for a variety of reasons, depending on how you interact with our Services, including:
To deliver and facilitate delivery of services to the user. We may process your information to provide you with the requested service.
To respond to user inquiries/offer support to users. We may process your information to respond to your inquiries and solve any potential issues you might have with the requested service.
To send administrative information to you. We may process your information to send you details about our products and services, changes to our terms and policies, and other similar information.
To fulfill and manage your orders. We may process your information to fulfill and manage your orders, payments, returns, and exchanges made through the Services.
To enable user-to-user communications. We may process your information if you choose to use any of our offerings that allow for communication with another user.
To save or protect an individual’s vital interest. We may process your information when necessary to save or protect an individual’s vital interest, such as to prevent harm.
3. WHAT LEGAL BASES DO WE RELY ON TO PROCESS YOUR INFORMATION?
In Short: We only process your personal information when we believe it is necessary and we have a valid legal reason (i.e., legal basis) to do so under applicable law, like with your consent, to comply with laws, to provide you with services to enter into or fulfill our contractual obligations, to protect your rights, or to fulfill our legitimate business interests.
If you are located in the EU or UK, this section applies to you.
The General Data Protection Regulation (GDPR) and UK GDPR require us to explain the valid legal bases we rely on in order to process your personal information. As such, we may rely on the following legal bases to process your personal information:
Consent. We may process your information if you have given us permission (i.e., consent) to use your personal information for a specific purpose. You can withdraw your consent at any time. Learn more about withdrawing your consent.
Performance of a Contract. We may process your personal information when we believe it is necessary to fulfill our contractual obligations to you, including providing our Services or at your request prior to entering into a contract with you.
Legal Obligations. We may process your information where we believe it is necessary for compliance with our legal obligations, such as to cooperate with a law enforcement body or regulatory agency, exercise or defend our legal rights, or disclose your information as evidence in litigation in which we are involved.
Vital Interests. We may process your information where we believe it is necessary to protect your vital interests or the vital interests of a third party, such as situations involving potential threats to the safety of any person.
4. WHEN AND WITH WHOM DO WE SHARE YOUR PERSONAL INFORMATION?
In Short: We may share information in specific situations described in this section and/or with the following third parties.
We may need to share your personal information in the following situations:
Business Transfers. We may share or transfer your information in connection with, or during negotiations of, any merger, sale of company assets, financing, or acquisition of all or a portion of our business to another company.
Affiliates. We may share your information with our affiliates, in which case we will require those affiliates to honor this privacy notice. Affiliates include our parent company and any subsidiaries, joint venture partners, or other companies that we control or that are under common control with us.
5. DO WE USE COOKIES AND OTHER TRACKING TECHNOLOGIES?
In Short: We may use cookies and other tracking technologies to collect and store your information.
We may use cookies and similar tracking technologies (like web beacons and pixels) to access or store information. Specific information about how we use such technologies and how you can refuse certain cookies is set out in our Cookie Notice.
6. HOW LONG DO WE KEEP YOUR INFORMATION?
In Short: We keep your information for as long as necessary to fulfill the purposes outlined in this privacy notice unless otherwise required by law.
We will only keep your personal information for as long as it is necessary for the purposes set out in this privacy notice, unless a longer retention period is required or permitted by law (such as tax, accounting, or other legal requirements).
When we have no ongoing legitimate business need to process your personal information, we will either delete or anonymize such information, or, if this is not possible (for example, because your personal information has been stored in backup archives), then we will securely store your personal information and isolate it from any further processing until deletion is possible.
7. HOW DO WE KEEP YOUR INFORMATION SAFE?
In Short: We aim to protect your personal information through a system of organizational and technical security measures.
We have implemented appropriate and reasonable technical and organizational security measures designed to protect the security of any personal information we process. However, despite our safeguards and efforts to secure your information, no electronic transmission over the Internet or information storage technology can be guaranteed to be 100% secure, so we cannot promise or guarantee that hackers, cybercriminals, or other unauthorized third parties will not be able to defeat our security and improperly collect, access, steal, or modify your information. Although we will do our best to protect your personal information, transmission of personal information to and from our Services is at your own risk. You should only access the Services within a secure environment.
8. WHAT ARE YOUR PRIVACY RIGHTS?
In Short: In some regions, such as the European Economic Area (EEA), United Kingdom (UK), and Switzerland, you have rights that allow you greater access to and control over your personal information. You may review, change, or terminate your account at any time.
In some regions (like the EEA, UK, and Switzerland), you have certain rights under applicable data protection laws. These may include the right (i) to request access and obtain a copy of your personal information, (ii) to request rectification or erasure; (iii) to restrict the processing of your personal information; (vi) if applicable, to data portability; and (vii) not to be subject to automated decision-making. In certain circumstances, you may also have the right to object to the processing of your personal information. You can make such a request by contacting us by using the contact details provided in the section “HOW CAN YOU CONTACT US ABOUT THIS NOTICE?” below.
We will consider and act upon any request in accordance with applicable data protection laws.
If you are located in the EEA or UK and you believe we are unlawfully processing your personal information, you also have the right to complain to your Member State data protection authority or UK data protection authority.
If you are located in Switzerland, you may contact the Federal Data Protection and Information Commissioner.
Withdrawing your consent: If we are relying on your consent to process your personal information, which may be express and/or implied consent depending on the applicable law, you have the right to withdraw your consent at any time. You can withdraw your consent at any time by contacting us by using the contact details provided in the section “HOW CAN YOU CONTACT US ABOUT THIS NOTICE?” below.
However, please note that this will not affect the lawfulness of the processing before its withdrawal nor, when applicable law allows, will it affect the processing of your personal information conducted in reliance on lawful processing grounds other than consent.
Opting out of marketing and promotional communications: You can unsubscribe from our marketing and promotional communications at any time by clicking on the unsubscribe link in the emails that we send, replying “STOP” or “UNSUBSCRIBE” to the SMS messages that we send, or by contacting us using the details provided in the section “HOW CAN YOU CONTACT US ABOUT THIS NOTICE?” below. You will then be removed from the marketing lists. However, we may still communicate with you — for example, to send you service-related messages that are necessary for the administration and use of your account, to respond to service requests, or for other non-marketing purposes.
Cookies and similar technologies: Most Web browsers are set to accept cookies by default. If you prefer, you can usually choose to set your browser to remove cookies and to reject cookies. If you choose to remove cookies or reject cookies, this could affect certain features or services of our Services.
If you have questions or comments about your privacy rights, you may email us at hello@optase.com.
SMS/TEXT MESSAGING AND EMAIL TERMS AND CONDITIONS
Consent to receive Messages from your Healthcare Provider is required to purchase products from your Healthcare Provider through the OPTASE CONNECT Marketplace.
The OPTASE CONNECT Marketplace is a platform licensed by your Healthcare Provider to better serve you as a patient. OPTASE CONNECT is relying on the consent you have previously given the Healthcare Provider’s practice to communicate with you, by text and/or email, including consent to send marketing materials, but we are also taking extra measures to confirm your consent to receive Messages related to the sale of products by including these terms related to Messages and your right to opt out. Once you have indicated your consent to these Terms, you will be invited to proceed to the OPTASE CONNECT Marketplace patient portal (“OPTASE CONNECT Portal”) where OPTASE CONNECT requires only your first and last name, zip code and date of birth to see Messages from your Healthcare Provider.
You can opt out at any time (see opt ,out instructions below). Import Medical Safety Notice: MESSAGES SENT TO YOUR EMAIL OR MOBILE PHONE ARE OUTBOUND TO YOU ONLY. YOUR HEALTHCARE PROVIDER WILL NOT RECEIVE MESSAGES IN REPLY TO THE OPTASE CONNECT MESSAGES YOU RECEIVE. THEREFORE, IF YOU HAVE A HEALTH EMERGENCY, CALL 911, OR IF YOU NEED TO COMMUNICATE WITH YOUR HEALTHCARE PROVIDER, CONTACT YOUR HEALTHCARE PROVIDER’S OFFICE. Message Frequency The number and frequency of Messages that you receive will vary depending upon your account activity and your communications with and recommendations made by your Healthcare Provider. However, OPTASE CONNECT will comply with all applicable laws related to frequency of text and email messaging and is mindful of making this a positive experience for you by not excessively communicating with you.
How to Change How You Receive Messages If you prefer to only receive Messages via SMS text or only by email, you can change your settings in the OPTASE CONNECT Portal at any time. You cannot change your cell phone number or email address in the OPTASE CONNECT Portal; to make changes to your contact information, please contact your Healthcare Provider’s office. OPTASE CONNECT General Communications In addition to sending Messages to you from your Healthcare Provider, OPTASE CONNECT reserves the right to use your contact information to communicate with you for the purposes of informing you of applicable offers, changes or additions to the OPTASE CONNECT Marketplace, and changes to these Terms.
How to Opt Out of OPTASE CONNECT Marketplace Messages. You can opt out at any time. To stop receiving Messages about product recommendations from your Healthcare Provider, text “STOP” in response to any text Message, click on the UNSUBSCRIBE link in response to any email Message, or access the OPTASE CONNECT Portal and select “opt-out”. IF YOU OPT OUT OF RECEIVING MESSAGES THROUGH THE OPTASE CONNECT MARKETPLACE, YOU HAVE NOT OPTED OUT OF RECEIVING TEXT OR EMAIL COMMUNICATIONS FROM YOUR HEALTHCARE PROVIDER, SUCH AS FOR APPOINTMENT REMINDERS. To opt out of text or email communications from your healthcare provider, contact your healthcare provider directly. Eligibility to Receive Messages Through OPTASE CONNECT Marketplace To receive Messages, you must be a resident of the United States, eighteen (18) years of age or older, and authorized to incur any mobile message or data charges incurred by participating which are not charged by OPTASE CONNECT but may be incurred due to your cellular plan. OPTASE CONNECT reserves the right to require you to prove the foregoing to participate in the OPTASE CONNECT Marketplace. No User Fees You will not be charged user fees to receive Messages or using the OPTASE CONNECT Marketplace, however, standard message and data rates may apply to each Message sent or received, as provided in your mobile telephone service rate plan.
Please contact your mobile telephone carrier for pricing plans and information. Supported Carriers: Interruption Access to the OPTASE CONNECT Marketplace should be available through your equipment or mobile device (each, a “Device”) when the Device is within the operating range of your wireless service provider. The OPTASE CONNECT Marketplace may not be available on all Devices or through all wireless carriers, and not all functionalities of the OPTASE CONNECT Marketplace are guaranteed to be available on all Devices or through all wireless carriers. OPTASE CONNECT may, from time to time, in its discretion and without notice to you, limit the carriers that support the OPTASE CONNECT Marketplace. Certain other carriers may not support the OPTASE CONNECT Marketplace. Delivery of Messages to your mobile phone or email inbox may fail due to a variety of circumstances or conditions.
The OPTASE CONNECT Marketplace is subject to transmission limitations or interruptions. You understand and acknowledge that mobile network services and email functionality are outside of OPTASE CONNECT’s control, and OPTASE CONNECT is not responsible or liable for issues arising therefrom, or the failure thereof, including, without limitation, technical, hardware, software, electronic, network, telephone or other communications malfunctions, errors or failures of any kind, errors in transmission, online traffic congestion, lost or unavailable network connections, telephone connections, wireless phone connections, website, internet, or internet service provider availability, unauthorized human intervention, traffic congestion, incomplete or inaccurate capture of entry information (regardless of cause) or failed, incomplete, garbled, jumbled or delayed transmissions which may limit or restrict your ability to receive Messages, including any injury or damage to your or any other person’s Device relating to or resulting from using the OPTASE CONNECT Marketplace.
If the OPTASE CONNECT Marketplace is not available within your intended location, you agree that your sole remedy is to cease using the OPTASE CONNECT Marketplace. Your Contact Information and Use of Personal Health Information You grant OPTASE CONNECT the right to use certain Personal Information for purposes of providing Messages and to enable you to access the OPTASE CONNECT Marketplace, including but not limited to your name, date of birth, telephone number, mailing/shipping address, and email address (“Personal Information,” as further defined in the OPTASE CONNECT Patient Privacy Policy below). You also grant your consent to the use of your personal health information stored in your EHR to identify products that your Healthcare Provider will recommend to you via Messages, and which you can purchase using the OPTASE CONNECT Marketplace. You represent that you are the account holder for the mobile telephone number(s) and/or email address(es) that you provide to OPTASE CONNECT or your Healthcare Provider or that you have the account holder’s permission to enter the mobile telephone number(s) and/or email address(es) that you provide. You further represent that you will not initiate Messages to the mobile phone of any other person or entity by providing contact information for persons other than yourself.
You agree to maintain accurate, complete, and up-to-date mobile and/or email information on the OPTASE CONNECT Portal if you intend to continue your use of the OPTASE CONNECT Marketplace. Any updates you make on the OPTASE CONNECT Portal will not update your records with your Healthcare Provider.
9. CONTROLS FOR DO-NOT-TRACK FEATURES
Most web browsers and some mobile operating systems and mobile applications include a Do-Not-Track (“DNT”) feature or setting you can activate to signal your privacy preference not to have data about your online browsing activities monitored and collected. At this stage no uniform technology standard for recognizing and implementing DNT signals has been finalized. As such, we do not currently respond to DNT browser signals or any other mechanism that automatically communicates your choice not to be tracked online. If a standard for online tracking is adopted that we must follow in the future, we will inform you about that practice in a revised version of this privacy notice.
10. DO UNITED STATES RESIDENTS HAVE SPECIFIC PRIVACY RIGHTS?
In Short: If you are a resident of California, Colorado or Virginia, you are granted specific rights regarding access to your personal information.
What categories of personal information do we collect?
We have collected the following categories of personal information in the past twelve (12) months:
Category | Examples | Collected |
A. Identifiers | Contact details, such as real name, alias, postal address, telephone or mobile contact number, unique personal identifier, online identifier, Internet Protocol address, email address, and account name | YES |
B. Personal information as defined in the California Customer Records statute | Name, contact information, education, employment, employment history, and financial information | NO |
C. Protected classification characteristics under state or federal law | Gender and date of birth | YES |
D. Commercial information | Transaction information, purchase history, financial details, and payment information | YES |
E. Biometric information | Fingerprints and voiceprints | NO |
F. Internet or other similar network activity | Browsing history, search history, online behavior, interest data, and interactions with our and other websites, applications, systems, and advertisements | NO |
G. Geolocation data | Device location | NO |
H. Audio, electronic, visual, thermal, olfactory, or similar information | Images and audio, video or call recordings created in connection with our business activities | NO |
I. Professional or employment-related information | Business contact details in order to provide you our Services at a business level or job title, work history, and professional qualifications if you apply for a job with us | NO |
J. Education Information | Student records and directory information | NO |
K. Inferences drawn from collected personal information | Inferences drawn from any of the collected personal information listed above to create a profile or summary about, for example, an individual’s preferences and characteristics | YES |
L. Sensitive personal Information | NO |