Change of Practice Account Ownership Policy

Purpose

TherapyAppointment’s Change of Practice Account Owner Policy ensures the integrity of practice account information and prevents unauthorized access or control by third parties.

Scope

This policy applies to all requests to transfer the practice’s Account Owner, whether due to personnel changes, sale or acquisition of the practice, or other events requiring a change in legal responsibility.

Request Requirements

A request to transfer the practice’s Account Owner designation within the TherapyAppointment application must be initiated by:

• The current designated practice Account Owner, or
• A representative who can demonstrate legal authority to act on behalf of the practice (e.g., power of attorney, court order, or practice buyout agreement)

If the current Account Owner is unavailable (death, incapacity, or unresponsiveness), additional legal documentation may be required before processing the request.

Submission Process

All requests for a transfer of ownership must be made in writing through the TherapyAppointment customer support portal here, click the question mark icon at the bottom right (or on this page). The request must originate from the email address on record for the practice’s Account Owner, when available.

Identity Verification

Both the current and incoming practice Account Owners must complete TherapyAppointment’s identity verification process before the transfer of the practice Account Owner can be authorized. This process may include:

• Verification via email or phone number associated with the account
• Submission of a government-issued identification
• Successful completion of security questions

If identity verification fails, TherapyAppointment will deny the request until proper verification can be completed.

Eligibility of Incoming Owner

The incoming practice account owner must:

• Already have a user account established in the practice’s TherapyAppointment account, and
• Have legal authority to bind the organization to agreements and accept responsibility for compliance obligations

Processing and Notification

Once all documentation and verification steps are complete, ownership transfers are processed within 5 business days. TherapyAppointment will notify the outgoing owner (when possible) before it is finalized.

Post-Transfer Responsibilities

After the Account Owner transfer is completed, the new practice Account Owner assumes full responsibility for:

• Accepting and managing all legal agreements and contracts for the practice in the TherapyAppointment application
• Maintaining compliance with applicable privacy, security, and regulatory shared responsibility requirements

Disputes

In the event of a dispute over account ownership:

• TherapyAppointment will not determine ownership or resolve disputes between parties.
• TherapyAppointment may suspend administrative changes until all parties provide mutually agreed documentation or legal directive resolving the dispute
• It is the responsibility of the practice to resolve disputes and clearly identify a single authorized practice Account Owner
• TherapyAppointment is not responsible for changes made by practice users during the course of a dispute

Limitation of Liability

TherapyAppointment is not responsible for any damages or losses resulting from an account ownership transfer performed in accordance with this policy and based on information or documentation provided by the customer.