Documents for signup, onboarding, billing, and compliance.

Core SaaS terms covering service scope, billing, AI output limitations, forwarding responsibility, suspension rights, and dispute resolution.

Version 2026-05-31

Privacy practices for website data, clinic configuration, call metadata, recordings, transcripts, and PHI handling.

Version 2026-05-31

Rules that prevent spam, unsafe use, credential abuse, PHI leakage, and platform misuse.

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How public pages and dashboards may use essential, analytics, referral, and marketing cookies.

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Referral partner terms for recurring commissions, payout eligibility, clawbacks, restrictions, and independent contractor status.

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BAA template for clinic onboarding before ePHI processing starts.

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Order form template for plan, pricing, included minutes, overage policy, discounts, and branch-specific activation details.

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Authorization language for recurring monthly subscription charges, overage blocks, add-ons, and payment method use.

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Plain-English rules for prepaid service, activation-sensitive actions, non-refundable timing, and support expectations.

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Customer authorization for Happy Light AI to read, create, modify, and delete Open Dental data as needed for the service.

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Disclosure for assigned AI voice numbers, customer-controlled forwarding, no porting, and unmonitored inbound SMS risk.

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Customer-facing trust center for the security architecture and HIPAA-oriented controls behind Happy Light AI.

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Security architecture overview for vendor review, including GCP, OpenAI BAA/ZDR posture, private recording storage, and telephony conduit assumptions.

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Vendor and subprocessor list for hosting, AI processing, telephony transport, payment, email, and referral workflows.

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Security incident triage, containment, investigation, customer notice, and breach escalation framework.

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Retention principles for account data, tenant configuration, call metadata, recordings, transcripts, logs, and clickwrap evidence.

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Registry of document keys, versions, URLs, acceptance stages, and evidence requirements for backend clickwrap storage.

Version 2026-05-31

External payment processor terms used for subscription checkout, payment method handling, and billing workflows.

External provider terms

External referral platform terms used for partner tracking and payout administration where PromoteKit is enabled.

External provider terms

External AI provider terms referenced for business API, realtime voice, transcription, summarization, and BAA/ZDR-eligible processing workflows.

External provider terms

External PMS provider reference for Open Dental security posture, clinic-controlled PMS access, and HIPAA-oriented operational responsibilities.

External provider terms

External telephony provider terms for phone numbers, voice transport, call routing, and related communications infrastructure.

External provider terms

External cloud infrastructure terms for hosting, compute, private storage, secrets, logging, and HIPAA-eligible cloud services.

External provider terms

External secure email provider reference for Paubox-protected clinical call summaries and clinic notifications.

External provider terms

External payout provider agreement that may apply to referral or partner payouts when PayPal is used.

External provider terms

External payout provider terms that may apply to referral or partner payouts when Wise is used.

External provider terms