Privacy Policy

Swenson Pharmacy Advisors - Privacy Policy

Effective Date: March 3, 2024

1. Introduction

At Swenson Pharmacy Advisors LLC, referred to herein as the "Company," "we," "us," or "our," we are deeply committed to safeguarding the privacy and personal information of visitors and users of our website, www.swensonpharmacyadvisors.com. We are dedicated to ensuring a high level of privacy protection for our users by adhering to rigorous standards and comprehensive measures. This Privacy Policy explains our data practices, including the types of information we collect, how it is used, stored, and shared, and how we protect your information. Understanding our practices will assist you in making informed decisions when using our services.

2. Information Collection, Use, and Storage

2.1 Client Intake Form Data

We utilize Tally.so, a secure and efficient online platform, for our client intake process, allowing us to collect a diverse range of information that is crucial for service customization and relationship management. Before collecting any personal data, we obtain explicit consent from our clients, ensuring they are fully informed about what data is collected and why. Tally.so's robust security features ensure that the data provided by our clients is protected with the highest standards of data privacy and security.

2.2 Use of Information

The information collected via Tally.so is vital for providing tailored services to our clients, assisting in understanding client needs, preferences, and goals for targeted and efficient communication. We process this information based on clear lawful bases, such as consent or the necessity to fulfill our contractual obligations, ensuring each client's privacy rights are respected.

2.3 Storage and Access

The data collected through Tally.so is stored on servers with advanced encryption and security protocols. Access to this data is strictly limited to essential personnel within Swenson Pharmacy Advisors, governed by stringent internal policies. We specify the duration for which data is stored, based on legal requirements and the purpose for which the data was collected, regularly reviewing and updating our data storage and access policies to align with advancements in data protection and cybersecurity standards.

2.4 Participation in the Comprehensive Consultation 

Participation in the Comprehensive Consultation and the sharing of data through the CliftonStrengths 34 Assessment are conducted with explicit client consent. We ensure that this sensitive information is never shared without this consent, stored securely, and used exclusively for enhancing our service offerings.

3. Information Sharing and Disclosure

3.1 Restricted Sharing

Our commitment to privacy means we adhere to a strict non-disclosure policy, protecting personal information from being sold or inappropriately shared. Exceptionally, we share anonymized client data for industry research and analysis, ensuring no personal identifiers are disclosed.

3.2 Sharing with Third-Party Service Providers

We collaborate with third-party service providers to enhance service quality and efficiency. These providers are under strict confidentiality agreements, ensuring the security of your data, which is used solely for service improvement.

3.3 Sharing with Independent Contractors

Independent contractors engaged by us for specialized services are subject to the same stringent data privacy and security standards as our team, protected under confidentiality agreements.

3.4 Legal Requirements and Compliance

We may disclose personal information in response to legal requests from public authorities, adhering strictly to applicable laws and ensuring the utmost respect for your privacy.

3.5 Recording of Consultations

Consultations may be recorded with explicit client consent for accuracy and quality control, treated with the highest level of confidentiality.

3.6 Client Consent for Data Sharing

In addition to our standard practices, any additional data sharing, including anonymized data for industry research, requires explicit client consent. Clients have the right to decline such sharing and can withdraw their consent at any time, with clear instructions provided for how to do so.

3.7 Data Anonymization and Sharing

We anonymize client data to prevent identification before sharing it with external organizations for industry research and analysis. This process ensures the protection of individual identities while contributing valuable insights to the pharmacy sector.

3.8 Participation in Swenson Pharmacy Network

Participation in this network is optional, offering networking and professional growth within a secure environment. Data related to this participation is handled with utmost confidentiality.

3.9 Opt-Out of Anonymized Data Sharing

Clients wishing not to participate in anonymized data sharing for research purposes can opt-out by sending a written notice to lee@swensonpharmacyadvisors.com. This opt-out request should be submitted within 30 days of entering this agreement.

3.10 Confidentiality of Tailored Actionable Plan

The Tailored Actionable Plan is for the client's personal use, containing proprietary advice. Clients commit to not disclosing this plan without explicit written consent from Swenson Pharmacy Advisors LLC, ensuring its confidentiality.

3.11 Use of Client Feedback for Marketing and Data Protection Compliance

In our efforts to transparently showcase the quality and impact of our services, Swenson Pharmacy Advisors LLC may use feedback provided by clients, including anonymized responses from the Client Experience Survey or similar mechanisms, for marketing purposes such as highlighting aggregated net promoter score (NPS) results on our website, LinkedIn posts, or other promotional materials. To ensure the highest standards of privacy and compliance with applicable data protection laws, feedback will be anonymized by default, and identifiable feedback will only be utilized with the explicit written consent of the client, ensuring their complete control over personal data. Clients retain the right to access, correct, or delete their data, including feedback, at any time, and consent for the use of their feedback in marketing materials can be revoked through a written notification to Swenson Pharmacy Advisors LLC. Upon such a request, we will cease to use the client's feedback for marketing purposes and, where feasible, remove it from existing materials. Our practices adhere to the principles of data minimization and security, processing only the necessary information for our intended marketing use and maintaining it with the utmost care. We are committed to following lawful bases for the processing of personal data, ensuring each client's privacy rights are fully respected and protected. Clients wishing to exercise their rights regarding their personal data or to revoke consent for the use of their feedback in our marketing efforts can contact us directly at lee@swensonpharmacyadvisors.com. Our dedicated team is committed to addressing any inquiries or requests promptly and with the sensitivity they deserve.

4. Data Security

Our data security measures, complemented by Tally.so's robust security features, include comprehensive encryption and secure server technologies. We conduct regular security assessments and updates to ensure protection against data breaches, unauthorized access, and other potential cyber threats. Our proactive approach to data security involves continuous monitoring and improvement of our data protection practices.

5. International Data Transfer

Whenever client data is transferred internationally as part of our global operations, we ensure compliance with international data protection laws by implementing safeguards as required. This includes adhering to the principles under frameworks like the EU-U.S. Privacy Shield or using standard contractual clauses approved by regulatory authorities, guaranteeing the security and privacy of our clients' data across borders.

6. Changes to this Privacy Policy

Our Privacy Policy is regularly reviewed and updated to reflect changes in legal requirements, technological advancements, and our data handling practices. We commit to communicating significant changes to our clients through direct communication methods, such as email, or via prominent notices on our website, ensuring clients are always informed and can make decisions about their personal information accordingly.

7. Contact Us

For any privacy-related inquiries, updates, or concerns, clients are encouraged to contact us directly at lee@swensonpharmacyadvisors.com. Our commitment to prompt and transparent communication ensures that all privacy matters are addressed with the utmost priority and discretion. Our dedicated team is equipped to handle these inquiries with the necessary expertise and sensitivity, ensuring that your privacy concerns are resolved to your satisfaction.

8. Client Consent and Data Control

Our clients have full control over their personal data, with rights including but not limited to requesting updates, corrections, deletions, or restricting the processing of their data. Detailed procedures for exercising these rights are clearly outlined and accessible, guaranteeing clients can maintain oversight and autonomy over their personal information.

9. Compliance with Regulations

We rigorously adhere to data protection and privacy laws applicable in the jurisdictions we operate. Our compliance extends to the handling of all client data, including the use of Google Analytics for website traffic analysis and user behavior understanding. Our use of such tools is governed by the same privacy principles that dictate our broader data handling practices.

10. Data Retention Policy

Client data is retained only for as long as it is necessary for the provision of our services or as required by law. Once the purpose of data collection is fulfilled, or upon a client's request, the data is securely and responsibly disposed of or anonymized, in accordance with the relevant data protection regulations and best practices.

11. Client Data Protection Rights

Clients possess specific rights regarding their personal data, aligned with global data protection regulations. These rights extend to accessing their data, requesting corrections, seeking deletion, the right to data portability, and the right to object to certain processing activities. Our streamlined processes ensure clients can effectively exercise these rights, providing a responsive and user-friendly system for managing their data preferences.

12. Security of Intake Form Data

The security of data collected through our intake forms, including those managed through platforms like Tally.so, is reinforced with robust measures such as advanced encryption, strict access controls, and regular security audits. These measures are in place to ensure the utmost integrity and confidentiality of the data.

13. Dispute Resolution

We have a well-defined process for resolving disputes related to privacy concerns as outlined in our Professional Services Agreement. This process is designed to be fair, transparent, and in accordance with the principles of natural justice, ensuring that all privacy-related disputes are handled efficiently and effectively.

14. Amendments to Data Collection Practices

We remain vigilant and responsive to changes in data collection practices, especially in the context of evolving technology and regulatory landscapes. Any amendments to our data collection practices, including those related to tools like Google Analytics, are promptly reflected in our Privacy Policy. We ensure that all clients are informed of these changes to uphold our commitment to transparency and informed consent.

15. Enforcement of Rights

Swenson Pharmacy Advisors LLC reserves the right to enforce its intellectual property rights to the fullest extent of the law. Violations of these rights will be pursued rigorously.

16. Client Acknowledgement of Confidentiality

By accepting this Privacy Policy, the client acknowledges their understanding and agreement to the confidentiality provisions regarding the Tailored Actionable Plan. The client agrees to adhere to these terms to safeguard the proprietary and confidential nature of the advice and strategic guidance provided by Swenson Pharmacy Advisors LLC. This acknowledgment is a testament to the mutual respect for the integrity and exclusivity of the professional advice rendered through our services.

By using our website, you acknowledge and agree to abide by this Privacy Policy.