Platform User Terms

1 You are the author

Patientflows drafts. You author.

Sherpa and Scribe propose text, suggest options and assemble documents. Nothing they produce enters the record until you review it and attest to it. When you attest, you are stating that the content is accurate and is yours — the same as if you had typed every word.

2 Your credential is yours alone

• Never share your password or let anyone use your login. Not a colleague, not a scribe, not someone covering for you.
• Never attest to anything on behalf of another clinician, and never let anyone attest as you.
• Tell your practice administrator immediately if you think someone else has used your account.

Every action you take is recorded with your identity and the time. That record is what makes your documentation defensible — and it only works if the name on it is really you.

3 Access only what you need

Use the Platform only for patients in your care or in your work. Do not look up records out of curiosity — not a neighbour, not a family member, not a public figure, not yourself.

Your access is logged and reviewable. Looking at a record without a work reason is a HIPAA violation by you and by your practice, whatever the Platform allows you to click.

4 What is confidential, and what you may not do

Everything about how the Platform works is confidential and is a trade secret of Patientflows: the software, the screens and workflows, the protocol library, the prompt and reasoning logic, the scoring and coverage rules, the credit mechanics, and anything non-public you see in it.

You agree not to:

• copy, screenshot, film or export any part of the Platform for use outside your work in it — patient records for patient care are of course excepted, and always remain your practice's;
• reverse engineer it, or try to work out how it does what it does in order to reproduce it;
• use it, its outputs, or anything generated with it to train, fine-tune, evaluate or benchmark any AI model;
• use it as a reference or specification to build or help anyone build a competing product;
• publish comparisons, benchmarks or evaluations of it without written permission;
• share access with anyone who is not an authorised user of your practice.

5 If you attest or bill

You’ll confirm which of these applies when you accept these terms in the platform. You can change this later if your role changes, and you should.

Why this is asked: the first two define a Provider of Record, which is how your practice's subscription is counted. Nothing here affects your pay, and nothing you confirm is used to price anything without your practice's knowledge — your practice sees its own seat count and confirms it. Answer accurately; nobody is checking your claims data, and nobody should have to.

6 A few things these terms are not

7 Records and changes

Patientflows records who accepted these terms, which version, and when, and makes that record available to your practice on request.

If these terms change materially, you will be asked to accept the new version before continuing. Every prior version stays published at the version archive.