Patient Coverage Connect LLC ("PCC," "we," "our," or "us") is a clinical Medicare referral platform that connects patients with licensed Medicare insurance advisors through partnerships with healthcare providers. We operate inside clinical settings — physician offices, pharmacies, and community health centers — where our platform helps identify Medicare coverage questions and routes patients to qualified advisors for follow-up.
This Privacy Policy describes how we collect, use, share, and protect information in connection with our platform and our website at patientcoverageconnect.com.
Important: Patient Coverage Connect LLC stores only the limited information needed to deliver and document a referral — not your full medical record, which remains with your provider. Identifying details (your name, date of birth, phone number, email address, and Medicare number) are encrypted by our application before they are stored, and they are kept separately from the referral details (such as relevant medications, diagnoses, and current plan) used to prepare your advisor for the appointment.
PCC operates as a Business Associate of participating healthcare providers under the Health Insurance Portability and Accountability Act (HIPAA). Our access to and use of health information is governed by Business Associate Agreements with each provider partner. We do not sell, lease, or otherwise commercially exploit PHI.
The referral packet we transmit to your assigned Medicare advisor includes limited information relevant to your coverage question — such as your name, phone number, date of birth, relevant medications or plan details, and the nature of your coverage question. This information is transmitted to a licensed Medicare advisor through their Field Marketing Organization (FMO) platform so they can assist you.
When a clinical staff member at a participating provider submits a referral on your behalf (following your verbal permission), we receive:
When you confirm an appointment with a Medicare advisor through our scheduling link, we record:
When you visit patientcoverageconnect.com, our servers automatically record standard technical information for security and troubleshooting, such as your IP address, browser type, the pages requested, and the date and time of the request. We do not use analytics or advertising services to profile visitors, and we do not use this information to identify individual visitors except when needed to investigate security incidents or misuse.
We do not sell your contact information. We do not share your information with lead aggregators, data brokers, or advertising platforms. Your referral is routed to one licensed Medicare advisor for the purpose of the coverage question you raised with your provider.
When a referral is submitted on your behalf, you may receive a text message from Patient Coverage Connect LLC notifying you that a Medicare advisor will be following up. This message will identify the advisor and provide an opportunity to confirm your appointment or opt out.
You may opt out of text messages at any time by replying STOP to any message. After opting out, you will receive one final confirmation message and no further texts. For help, reply HELP.
Message frequency is one confirmation message per referral, plus any STOP or HELP replies you request. Standard message and data rates may apply depending on your mobile carrier plan.
We do not share your mobile number with third parties for their own marketing purposes. Your number is used solely to facilitate the referral you consented to through your healthcare provider.
We use a small number of cookies and browser storage items that are needed for the site to work. We do not use advertising cookies, analytics cookies, tracking pixels, or any technology that follows you across other websites.
Some pages save information in your own browser (not on our servers) so you don't lose your place, such as unfinished registration or agreement forms, whether you've completed a product tour, and the name of the folder a practice selected for patient summary files. You can clear this at any time through your browser settings.
You can block or delete cookies through your browser settings. If you block essential cookies, sign-in and workstation registration will not work. Blocking cookies does not affect your ability to read our public pages.
Some browsers send a "Do Not Track" or Global Privacy Control signal. Because we do not track visitors across websites, use targeted advertising, or sell or share personal information for advertising, our website works the same way whether or not your browser sends these signals — there is no tracking for them to turn off. If our practices change, we will honor Global Privacy Control signals as an opt-out and update this policy.
We share your information only in the following circumstances:
A referral packet containing your name, contact information, and coverage question details is transmitted to the licensed Medicare advisor assigned to assist you, through their FMO platform. This is the core function of the PCC service and the purpose for which your provider submitted the referral.
We use third-party services that process data on our behalf, including SMS delivery, consent documentation (TrustedForm by ActiveProspect), and DNC compliance screening (Blacklist Alliance). These vendors are contractually bound to use your information only to perform services for PCC.
We may disclose information if required by law, subpoena, or other legal process, or if we believe in good faith that disclosure is necessary to protect our rights, your safety, or the safety of others.
If PCC is acquired, merges with another company, or transfers its assets, your information may be transferred as part of that transaction. We will notify affected users by posting a notice on our website.
Consent records, referral documentation, and DNC compliance records are retained for a minimum of five years to satisfy regulatory requirements under TCPA, CMS Medicare marketing rules, and state insurance regulations.
We do not keep a copy of your full medical record. The limited referral details stored with your referral record are retained on the same schedule and protected as described in Section 2. The referral packet transmitted to the advisor's platform is subject to that platform's own data retention policies.
Depending on your state of residence, you may have rights regarding your personal information, including the right to access, correct, or request deletion of information we hold about you. To exercise any of these rights, contact us using the information below.
If your information was shared with a Medicare advisor's platform, you may also need to contact that platform directly to exercise rights regarding their records.
To be removed from PCC communications, reply STOP to any text message or email us at privacy@patientcoverageconnect.com.
We implement administrative, technical, and physical safeguards appropriate to the sensitivity of the information we handle, including encrypted data transmission, access controls, and infrastructure designed to meet HIPAA security requirements. No system is completely secure, and we cannot guarantee absolute security.
Patient Coverage Connect LLC is a Medicare referral platform designed for adults aged 64 and older approaching Medicare eligibility, or adults already enrolled in Medicare. We do not knowingly collect information from individuals under the age of 18.
If you need this policy in another format, or have trouble using any part of our website, see our Accessibility Statement or email info@patientcoverageconnect.com.
We may update this Privacy Policy from time to time. We will post the updated policy on this page with a revised "Last Updated" date. If changes are material, we will provide additional notice. Continued use of our platform after changes are posted constitutes acceptance of the updated policy.
Patient Coverage Connect LLC
Email: privacy@patientcoverageconnect.com
Website: patientcoverageconnect.com