We collect and use only the information reasonably needed to evaluate, establish, and administer professional business relationships—and we expect every visitor and client to use the appropriate secure channel for the information involved.
Scope
This Privacy Policy applies to medicalbillingwithportia.com, the Private Revenue Assessment, consultation scheduling, billing interactions, and other public or pre-engagement communications operated by Medical Billing With Portia LLC DBA The Kingdom RCM Method™ ("MBWP," "we," "us," or "our"). It does not replace the privacy, security, confidentiality, or data-processing terms contained in an executed client agreement, statement of work, or Business Associate Agreement ("BAA").
Information We Collect
We collect information that you provide directly, information generated through your use of our services, and limited technical information needed to operate and protect our systems.
- Business contact information, including name, title, organization, email address, telephone number, and billing address.
- Practice-level and operational information submitted through an assessment, inquiry, consultation request, proposal, or onboarding process.
- Scheduling information and responses provided through our appointment platform.
- Transaction, invoice, payment-status, and limited payment-method information provided through our payment processor. We do not receive full card or bank-account credentials from Stripe.
- Technical information such as IP address, browser type, device information, referring page, timestamps, security events, and site interaction data.
- Communications, approvals, documents, and records related to a prospective or active business relationship.
Do Not Submit PHI Through Public Channels
Do not submit patient names, dates of birth, account numbers, medical records, diagnoses, insurance identifiers, tax IDs, NPIs, payer credentials, passwords, or other protected or highly sensitive information through the public website, assessment, Calendly, Stripe, or ordinary email.
When an engagement requires access to protected health information ("PHI"), access will begin only through approved client-issued systems and after the parties execute the contracts and, when applicable, BAA required for that work. The terms of the applicable BAA and client agreement will govern PHI.
How We Use Information
- Evaluate requests for consideration and determine mutual fit.
- Schedule and prepare for consultations.
- Prepare proposals, statements of work, contracts, invoices, and onboarding materials.
- Deliver, administer, secure, and improve authorized services.
- Communicate about appointments, payments, account activity, service updates, and support requests.
- Maintain business, tax, accounting, security, audit, and legal records.
- Detect, investigate, and prevent fraud, misuse, unauthorized access, and other security threats.
- Comply with applicable law and enforce our agreements and policies.
How We Share Information
We do not sell personal information. We may share the minimum information reasonably necessary with service providers that support our operations, including website hosting, Microsoft 365 and Teams, Calendly, Stripe, professional advisers, and security or technology providers. These providers process information under their own terms and privacy practices or under agreements with us.
We may also disclose information when required by law; to protect rights, safety, systems, clients, or the public; in connection with a business reorganization or transfer; or with your direction or consent. PHI is handled only as permitted by the applicable BAA, client agreement, and law.
Cookies and Similar Technologies
Our website and service providers may use essential cookies and similar technologies for security, session continuity, fraud prevention, performance, and basic analytics. Browser settings may allow you to limit cookies, but disabling essential technologies can affect site functionality. Third-party services linked from our site may use their own cookies and are governed by their own privacy notices.
Data Retention
We retain information only for as long as reasonably necessary for the purpose collected, the prospective or active business relationship, security and dispute prevention, contractual requirements, and applicable legal, tax, accounting, or audit obligations. Retention periods vary by record type. Information may be deleted, de-identified, or securely archived when it is no longer required.
Security
We use administrative, technical, and organizational safeguards designed for the nature of the information and the services provided. No internet transmission, platform, or storage system can be guaranteed completely secure. You are responsible for using authorized channels, protecting credentials, limiting submissions to necessary business information, and promptly reporting suspected unauthorized activity.
Your Choices and Requests
You may request access to, correction of, or deletion of personal information that you submitted to us, subject to identity verification and applicable record-retention, legal, contractual, and security requirements. You may also opt out of nonessential promotional communications. Transactional, security, billing, and service communications may continue while relevant.
To submit a privacy request, email rcm@medicalbillingwithportia.com with the subject "Privacy Request." We may request reasonable information to verify your identity and authority. Rights may vary by jurisdiction.
Children
Our services are business-to-business and are not directed to children under 18. We do not knowingly solicit personal information from children through this website.
External Services and Links
Our site may link to or integrate with third-party services. We are not responsible for the content, security, or privacy practices of services we do not control. Review the applicable provider’s terms and privacy notice before submitting information.
Policy Updates
We may update this policy to reflect operational, legal, or technology changes. The revised version will be posted on this page with a new effective date. Material changes may also be communicated through an appropriate business channel.
Contact
Medical Billing With Portia LLC, DBA The Kingdom RCM Method™, Delaware, United States. Email: rcm@medicalbillingwithportia.com. Telephone: 301-247-9906.