Effective Date: April 10, 2026
This notice applies to all information collected or submitted on the CMB website. On the contact information page you can submit a request for more information or an initial consultation. The types of personal information collected on this page are Provider Name, Address, E-mail Address, and Phone Number.
When you visit the California Medical Billing & Revenue Management web site, certain anonymous information about your visit is automatically logged. This may include information about the type of browser you use, the server name and the IP address through which you access the Internet, the date and time you access the site, and the pages you access while at the CMB web site.
California Medical Billing & Revenue Management uses real-time data capture technology on our website forms. Information you enter into any form on our site is automatically saved to our secure WordPress database as you type — even if you do not complete or submit the form.
Specifically, the following may be collected and stored the moment you begin interacting with a form:
• Revenue figures, medical specialty, and answers to qualification questions
• Partial form entries, even if you leave the page before submitting
• The specific fields you completed and the order in which you completed them
• Whether you clicked action buttons such as “Calculate” or “Get a Free Quote”
Important: Data is saved automatically as each field is filled in. If you enter information and navigate away without submitting, that information is still recorded in our database. You do not need to click “Submit” for your data to be saved.
This real-time capture uses smart debouncing technology to minimize database load while ensuring no data is lost. The purpose of this collection is to allow us to follow up with prospective clients who have expressed interest in our services, even if they did not complete the inquiry process.
Every visitor to our website is assigned a unique session ID upon arrival. This session ID is used to associate all of your activity on our site into a single, continuous record. As you progress through our forms and pages, your data is updated in place under this session ID, ensuring we maintain one clean record per visitor rather than duplicate entries.
The following information may be collected and linked to your session ID:
• Device identifiers and browser fingerprint data
• IP address and approximate geographic location
• Pages visited, time spent on each page, and navigation path
• Form field interactions and completion progress
• Button clicks and conversion actions (e.g., “Calculate,” “Get a Free Quote”)
• All form responses, including partial answers entered before leaving the site
This data is stored in our WordPress database and may be reviewed by authorized CMB staff for the purposes of lead follow-up, site improvement, fraud prevention, and service optimization.
Our website tracks the full journey of each visitor through our site and forms. This includes:
• Whether a visitor began filling out a form but did not complete it
• The specific point at which a visitor stopped progressing through the form
• Which calls-to-action a visitor engaged with during their visit
• The complete set of answers provided to any qualification or assessment questions
This journey data helps us understand how visitors use our site and allows us to provide more relevant follow-up communications. By using our website and interacting with our forms, you consent to this journey tracking as described.
California Medical Billing & Revenue Management uses Mailchimp, a third-party customer relationship management (CRM) and email marketing platform operated by The Rocket Science Group, LLC, to manage our contact lists and communications.
Information collected through our website forms — including partial and completed submissions — is automatically synced to our Mailchimp account. Once your data is transferred to Mailchimp, it may be used for the following purposes:
• Email follow-ups to prospective clients who have expressed interest in our services
• Automated drip email campaigns based on the information you provided and the actions you took on our site
• Newsletter and marketing email communications about our services
• Contact list management and CRM record-keeping
By submitting information through our website — or by having your partial form data captured through our real-time tracking system — you acknowledge that your information may be transferred to and stored within Mailchimp’s platform.
Mailchimp is an independent third-party service with its own privacy practices. Data transferred to Mailchimp is subject to Mailchimp’s Privacy Policy, available at mailchimp.com/legal/privacy. California Medical Billing & Revenue Management is not responsible for Mailchimp’s data practices.
Mailchimp may also set its own cookies or tracking technologies when email links are clicked or when Mailchimp-powered content is displayed. These are governed by Mailchimp’s own cookie policy. Please refer to our Cookie Policy for more information on third-party cookies that may be present on our site.
If you have received an email from California Medical Billing & Revenue Management and no longer wish to receive communications, you may unsubscribe at any time by clicking the “Unsubscribe” link included in every email we send. You may also contact us directly to request removal from our mailing list.
Please note that unsubscribing from email communications does not delete the data we have collected through our website. To request deletion of your personal data, please see your rights under the California Consumer Privacy Act below.
We use the information you provide, as well as information captured through real-time form tracking, session-based tracking, and our Mailchimp CRM integration, for the following purposes:
• To respond to inquiries and provide requested information or consultations
• To follow up with prospective clients who began but did not complete an inquiry form
• To send relevant email communications including follow-ups, drip campaigns, and newsletters via Mailchimp
• To improve the functionality, design, and content of our website
• To detect and prevent fraudulent or unauthorized activity
• To analyze how our services are used and to optimize our offerings
We do not sell personally identifiable information to any third party. We never use or share personally identifiable information in ways unrelated to those described above without also providing you an opportunity to opt-out or otherwise prohibit such unrelated uses.
We do not provide personally identifiable information to unaffiliated third parties for their use in marketing directly to you, with the exception of Mailchimp, which we use as our authorized CRM and email communications platform as described above. California Medical Billing & Revenue Management may use unaffiliated companies to help it maintain and operate its website or for other reasons related to the operation of its business, and those companies may receive your personally identifiable information for that purpose. We may also disclose personally identifiable information about you in connection with legal requirements, such as in response to an authorized subpoena, governmental request, or investigation, or as otherwise permitted by law.
If you are a California resident, you have specific rights under the California Consumer Privacy Act (CCPA), including:
• The right to know what personal information is collected about you, including through real-time form tracking and CRM systems
• The right to request deletion of your personal information from our systems and, where applicable, from Mailchimp
• The right to opt out of the sale of your personal information — California Medical Billing & Revenue Management does not sell personal information
• The right to non-discrimination for exercising your privacy rights
To exercise any of your CCPA rights, please contact us directly. We will respond to verified requests within 45 days as required by law.
Please direct any “Privacy Policy” questions to our staff for Review and Response. Thank You.
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