Privacy Policy

1. Introduction

Happy to Help Caregiving (“we,” “our,” or “us”) is a non-medical in-home caregiving corporation that provides personal care and companion services to individuals in need of assistance. We operate seven locations across six states: Idaho, West Virginia, Utah, Ohio, Texas, and Nebraska.

We are committed to protecting the privacy of our clients, their families, our caregivers, job applicants, website visitors, and all individuals who interact with our company. This Privacy Policy describes how we collect, use, disclose, and safeguard your personal information when you visit our website, use our services, apply for employment, or otherwise interact with us.

This Privacy Policy is provided for informational purposes and applies to information collected through our website, our caregiving services, and our employment processes. Specific consent for data collection is obtained at the point of collection (for example, through intake forms, job applications, and cookie preferences) rather than through this notice alone.

2. Information We Collect

We collect various types of information depending on the nature of your interaction with us. The categories of information we collect include the following:

2.1 Information from Clients and Their Families

When you inquire about, apply for, or receive our caregiving services, we may collect:

• Full name, date of birth, and gender
• Home address and contact information (phone number, email address)
• Emergency contact information and authorized representatives
• Long-term care (LTC) insurance policy details and carrier information
• Veterans Affairs (VA) benefits eligibility information and authorization documentation
• Billing and payment information for private-pay arrangements
• Service preferences, scheduling requirements, and care plan details
• Information about the care recipient’s daily living needs, mobility status, and personal preferences
• Physician or healthcare provider contact information (for coordination purposes only)
• Notes and records related to the delivery of non-medical caregiving services

2.2 Information from Caregivers and Job Applicants

When you apply for a position or work as a caregiver with Happy to Help Caregiving, we may collect:

• Full legal name, date of birth, and Social Security number
• Home address and contact information
• Employment history, professional references, and educational background
• Certifications, licenses, and training records
• Background check and drug screening results
• Driver’s license information and vehicle insurance (if applicable)
• Tax withholding information (W-4, I-9 documentation)
• Direct deposit and banking information for payroll purposes
• Availability, scheduling preferences, and geographic service area
• Performance evaluations, incident reports, and disciplinary records

2.3 Information Collected Through Our Website

When you visit our website, submit a contact form, request information, or use our online intake system, we may collect:

• Name, email address, phone number, and zip code
• Information submitted through contact forms, service inquiry forms, or callback request forms
• IP address, browser type, operating system, and device identifiers
• Pages visited, time spent on pages, referring URLs, and click patterns
• Cookies, web beacons, and similar tracking technologies (see Section 8 below)
• Geographic location data derived from your IP address or provided voluntarily

2.4 Information from Third-Party Sources

We may also receive information about you from third-party sources, including:

• Background check providers and employment verification services
• Insurance carriers and benefits administrators (for LTC and VA claim processing)
• Referral sources, including hospitals, physicians, social workers, and case managers
• Advertising platforms and analytics providers
• Public databases and government registries (for compliance verification)

3. How We Use Your Information

We use the information we collect for legitimate business purposes, including but not limited to:

3.1 Service Delivery and Operations

• Evaluating and responding to service inquiries and intake requests
• Developing, implementing, and managing individualized care plans
• Scheduling caregivers and coordinating service visits
• Communicating with clients, families, and authorized representatives about care
• Processing payments, insurance claims, and VA authorizations
• Maintaining records of services provided for quality assurance and compliance

3.2 Employment and Human Resources

• Evaluating job applications and conducting hiring processes
• Conducting background checks and verifying qualifications
• Administering payroll, benefits, and tax reporting
• Managing employee performance, training, and compliance requirements
• Communicating with caregivers about scheduling, policies, and company updates

3.3 Marketing and Communications

• Responding to inquiries submitted through our website or by phone
• Sending follow-up communications regarding our services
• Conducting marketing campaigns and measuring their effectiveness
• Improving our website, user experience, and service offerings
• Providing educational content and resources related to caregiving topics

3.4 Legal and Compliance

• Complying with federal, state, and local laws and regulations
• Responding to lawful requests from governmental authorities
• Enforcing our terms of service, contracts, and company policies
• Protecting the rights, safety, and property of our company, clients, and employees
• Detecting, preventing, and addressing fraud, security breaches, or technical issues

4. How We Share Your Information

We do not sell your personal information for monetary consideration. However, our website uses third-party analytics and advertising tools (such as Google Analytics, Meta Pixel, and similar technologies) that may collect information about your browsing activity. Under certain state privacy laws, this type of data sharing for targeted advertising purposes may be considered a “sale” or “sharing” of personal data. Where applicable, you have the right to opt out of this activity (see Section 7.5 below).

We may also share your information in the following circumstances:

4.1 Service Providers and Business Partners

We engage trusted third-party service providers to assist us in operating our business. These providers are contractually obligated to protect your information and may only use it for the purposes we specify. Our service providers include:

• Customer relationship management (CRM) platform providers for lead management and communications
• Scheduling and caregiving operations management software providers
• Payment processing companies and billing services
• Background check and employment screening providers
• Payroll and accounting service providers
• Website hosting, analytics, and marketing technology providers
• Communication platforms (phone, email, SMS) used to coordinate services
• Automated outreach and callback service providers

4.2 Insurance Carriers and Government Programs

For clients utilizing long-term care insurance or Veterans Affairs benefits, we may share relevant service and billing information with applicable insurance carriers, the U.S. Department of Veterans Affairs, and their authorized agents or contractors to facilitate claims processing and benefit authorization.

4.3 Legal Requirements

We may disclose your personal information if required to do so by law or in the good faith belief that such action is necessary to:

• Comply with a legal obligation, subpoena, court order, or governmental request
• Protect and defend the rights or property of Happy to Help Caregiving
• Prevent or investigate possible wrongdoing in connection with our services
• Protect the personal safety of our clients, employees, or the public
• Protect against legal liability

4.4 Business Transfers

In the event of a merger, acquisition, reorganization, sale of assets, or bankruptcy, your personal information may be transferred as part of that transaction. We will provide notice before your personal information is transferred and becomes subject to a different privacy policy.

5. Data Security

We implement a variety of administrative, technical, and physical security measures to protect your personal information from unauthorized access, use, alteration, or disclosure. These measures include:

• Encrypted transmission of sensitive data using SSL/TLS protocols on our website
• Access controls limiting employee access to personal information on a need-to-know basis
• Secure storage of physical records in locked facilities
• Regular security assessments and monitoring of our information systems
• Employee training on data privacy and security best practices
• Contractual requirements for third-party service providers to maintain appropriate security measures
• Password protection and multi-factor authentication for internal systems

While we strive to protect your personal information, no method of transmission over the internet or method of electronic storage is 100% secure. We cannot guarantee absolute security, but we are committed to maintaining reasonable and appropriate safeguards.

5.1 Breach Notification

In the event of a security incident that results in unauthorized access to, or acquisition of, your personal information, we will promptly investigate the incident, take steps to mitigate any harm, and notify affected individuals and applicable regulatory authorities as required by the breach-notification laws of the state(s) in which affected individuals reside. Each state in which we operate has its own notification requirements and timelines, and we will comply with the applicable provisions in every case.

6. Data Retention

We retain personal information for as long as necessary to fulfill the purposes for which it was collected, including to satisfy legal, regulatory, accounting, or reporting requirements. General retention guidelines by category include:

When personal information is no longer needed, we will securely dispose of or de-identify it in accordance with our data retention policies and applicable law.

7. Your Rights and Choices

Depending on your state of residence, our processing activities, and applicable legal thresholds and exemptions, you may have certain rights regarding your personal information. We respect these rights and are committed to facilitating your exercise of them.

Please note that state consumer privacy laws generally apply to personal data collected in a consumer context. Information collected in the context of employment, job applications, or the delivery of caregiving services may be subject to different legal frameworks and exemptions. We address each audience below.

7.1 Rights for Website Visitors, Clients, and Their Families

If you interact with us as a consumer — for example, through our website, service inquiries, or as a client or family member — you may, where permitted by applicable law:

• Request access to the personal information we hold about you
• Request correction of inaccurate or incomplete personal information
• Request deletion of your personal information
• Request a portable copy of the personal information you provided to us
• Opt out of targeted advertising and any sale or sharing of your personal data (see Section 7.5)
• Opt out of marketing communications at any time by following the unsubscribe instructions in our emails or by contacting us directly

Certain requests may be subject to exceptions — for example, we may be unable to delete records that we are required to retain for insurance, VA, regulatory, or legal compliance purposes.

7.2 Rights for Caregivers and Job Applicants

If you are a current or former caregiver, employee, or job applicant, your personal information is generally processed in an employment or pre-employment context. Many state consumer privacy laws exempt data collected in these contexts. However, we are committed to handling your information responsibly. You may:

• Request access to personal information we hold about you in your personnel or applicant file, subject to applicable law
• Request correction of inaccurate information in your records
• Contact our Privacy Officer with questions or concerns about how your data is handled

Please note that we may be required to retain certain employment records (including payroll, tax, I-9, background check, and performance records) for periods specified by federal and state law, regardless of a deletion request.

7.3 State-Specific Consumer Privacy Rights

Residents of certain states may have additional consumer privacy rights under applicable law. The applicability of these laws depends on your state of residence and whether applicable legal thresholds and exemptions are met. The following is a general summary:

7.4 How to Exercise Your Privacy Rights

To submit a privacy rights request, you may use any of the following methods:

• Email: privacy@happytohelpcaregiving.com
• Phone: (888) 471-9570
• Mail: Happy to Help Caregiving, Attn: Privacy Officer, 1055 E 2100 S, Ste 201, Salt Lake City, UT 84106

When you submit a request, we may need to verify your identity before processing it. Verification may include confirming your name, email address, and your relationship to our company (client, applicant, caregiver, etc.).

We will respond to verified requests within the timeframe required by applicable law — generally within 45 days of receipt, with extensions as permitted by statute. If we are unable to fulfill your request (for example, due to a legal retention obligation or an applicable exemption), we will explain the reason in our response.

If we deny your request in whole or in part, you may appeal by contacting our Privacy Officer using any of the methods above. We will respond to appeals within the timeframe required by applicable law. If your appeal is denied, you may have the right to contact your state’s attorney general or other relevant authority.

7.5 Opting Out of Targeted Advertising and Data Sharing

Our website uses third-party analytics and advertising tools that may track your activity across websites. Under certain state laws, this may constitute a “sale” or “sharing” of personal data, or “targeted advertising.”

To opt out, you may:

• Adjust your cookie preferences using the cookie settings on our website
• Contact us at privacy@happytohelpcaregiving.com with the subject line “Opt-Out Request”
• Use the Network Advertising Initiative (NAI) or Digital Advertising Alliance (DAA) opt-out tools
• Enable the Global Privacy Control (GPC) signal in your browser, if available

8. Cookies and Tracking Technologies

Our website uses cookies, web beacons, pixels, and similar tracking technologies to enhance your browsing experience, analyze website traffic, and support our marketing efforts.

8.1 Types of Cookies We Use

8.2 Managing Cookies

You can control and manage cookies through your browser settings or through the cookie preferences tool on our website. Most browsers allow you to block or delete cookies. However, if you choose to block essential cookies, some features of our website may not function properly.

8.3 Do Not Track and Global Privacy Control

Some browsers offer “Do Not Track” (DNT) or Global Privacy Control (GPC) signals. Where required by applicable state law, we will treat a valid GPC signal as a request to opt out of the sale or sharing of personal data and targeted advertising.

9. Third-Party Websites and Services

Our website may contain links to third-party websites, applications, or services that are not operated by us. We are not responsible for the privacy practices of these third parties. We encourage you to review the privacy policies of any third-party sites you visit. Our inclusion of a link does not imply endorsement of the linked site or service.

10. Children’s Privacy

Our website and services are not directed at children under the age of 13, and we do not knowingly collect personal information from children under 13. If we learn that we have inadvertently collected personal information from a child under 13, we will take steps to delete that information as promptly as possible. If you believe we have collected information from a child under 13, please contact us immediately using the information in Section 14.

11. Communications and Marketing Preferences

By providing your contact information through our website, intake forms, or other communications, you may receive:

• Service-related communications, including appointment confirmations, scheduling updates, and care coordination messages
• Follow-up communications regarding your inquiry about our services
• Marketing communications, including newsletters, promotional materials, and educational content about caregiving topics
• Automated phone calls or text messages related to callback requests or service inquiries

You may opt out of marketing communications at any time by clicking the unsubscribe link in any marketing email, replying STOP to any marketing text message, or contacting us directly. Opting out of marketing communications will not affect service-related communications that are necessary for the delivery of your care.

11.1 Telephone and Text Message Communications

We may use automated dialing systems, prerecorded messages, or text messages to contact you for service coordination, appointment reminders, and informational follow-ups. Any marketing-related calls or text messages made using automated systems require your prior express written consent, which is obtained separately at the point where you provide your phone number (for example, on our intake form or callback request form). That consent is not a condition of receiving our services.

You may revoke your consent to automated marketing calls or texts at any time by contacting us by phone, email, replying STOP to any text, or by any other reasonable means. We will process revocation requests promptly and in accordance with applicable FCC regulations. Standard message and data rates may apply.

12. Non-Medical Nature of Services and Health Information

Happy to Help Caregiving provides non-medical in-home caregiving services, including personal care, companion care, and assistance with activities of daily living. We are not a healthcare provider, and our services do not constitute medical care, treatment, or diagnosis.

We are generally not a covered entity or business associate under the Health Insurance Portability and Accountability Act (HIPAA). However, we recognize that some information we collect in the course of providing caregiving services may be sensitive in nature. We treat all client information with the highest level of confidentiality and apply appropriate safeguards to protect personal and care-related information. In any circumstance where HIPAA or other health-privacy laws apply to our activities, we will comply with the applicable requirements.

Any health-related information you voluntarily share with us for the purpose of tailoring our non-medical services will be treated as confidential personal information and protected in accordance with this Privacy Policy.

13. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, technology, legal requirements, or other factors. When we make material changes to this policy, we will:

• Post the updated policy on our website with a revised effective date
• Notify affected individuals through appropriate means, such as email or a prominent notice on our website
• Obtain consent where required by applicable law before implementing material changes that affect how we process your information

We encourage you to review this Privacy Policy periodically to stay informed about how we protect your information.

14. Contact Us

If you have any questions, concerns, or requests regarding this Privacy Policy or our data practices, please contact us:

We will respond to privacy-related inquiries within the timeframe required by applicable law, generally within 45 days.

15. Accessibility

We are committed to ensuring that this Privacy Policy is accessible to all individuals, including those with disabilities. If you need this policy in an alternative format, please contact us using the information in Section 14 and we will make reasonable efforts to accommodate your request.

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