Privacy Policy

Last updated: August 12, 2026

1. Who We Are

Optimal Case Management ("Optimal Case Management," "we," "us," or "our") provides medical case management services that connect accident and injury victims with medical providers who treat on a lien basis, and coordinates with attorneys and law firms on behalf of their clients. This Privacy Policy explains how we collect, use, share, and protect personal information when you visit our website, call our intake line, or otherwise interact with us.

This Policy does not apply to the separate privacy practices of medical providers, attorneys, or other third parties in our network. Their own privacy policies govern how they handle your information.

2. Information We Collect

We may collect the following categories of information:

• Contact information: name, phone number, email address, and mailing address.
• Case and injury information: details about the accident or injury, treatment history, referring attorney or law firm, and related case status.
• Communications: records of calls, emails, and messages exchanged with our intake and case management team.
• Technical and usage information: IP address, browser and device type, pages visited, and general usage patterns, collected automatically when you visit our website.

We do not knowingly collect more health information than is reasonably necessary to coordinate referrals and case management services.

3. How We Use Information

We use the information we collect to:

• Match you with medical providers in our network and coordinate scheduling and treatment;
• Communicate with you, your attorney, or your medical providers about your case;
• Track case status, treatment records, and lien documentation;
• Respond to inquiries and provide customer support;
• Improve our website and services; and
• Comply with legal obligations and enforce our agreements.

4. How We Share Information

We may share personal information with:

• Medical providers in our network, to arrange and coordinate your treatment;
• Attorneys and law firms that you or your provider have identified as representing you, or who refer you to us;
• Service providers who help us operate our business, such as scheduling, communications, and technology vendors, under confidentiality obligations;
• Government authorities or other parties when required by law, subpoena, or court order, or to protect the rights, property, or safety of Optimal Case Management, our clients, or others.

We do not sell personal information.

5. Cookies and Analytics

Our website may use cookies and similar technologies to understand how visitors use the site and to improve its performance. You can control cookies through your browser settings; disabling cookies may affect some site functionality.

6. Data Security

We use reasonable administrative, technical, and physical safeguards designed to protect personal information from unauthorized access, use, or disclosure. No method of transmission or storage is completely secure, and we cannot guarantee absolute security.

7. Data Retention

We retain personal and case information for as long as necessary to provide our services, support any related legal or medical claims, and comply with applicable legal, accounting, or reporting requirements.

8. Your Rights and Choices

Depending on where you live, you may have rights to access, correct, or request deletion of your personal information, or to opt out of certain uses. To make a request, contact us using the information below. We will respond in accordance with applicable law.

9. Children's Privacy

Our services are intended for adults. We do not knowingly collect personal information from children under 13 (or the applicable age of consent in your jurisdiction) without parental involvement.

10. Changes to This Policy

We may update this Privacy Policy from time to time. The "Last updated" date at the top of this page reflects the most recent revision. Continued use of our website or services after changes take effect constitutes acceptance of the updated Policy.

11. Contact Us

If you have questions about this Privacy Policy or how we handle your information, contact us at:

Optimal Case Management
Phone: (312) 687-1716