And as the following website(s) and social media:
Physical Address: 3411 SE Barba St. Milwaukie OR 97222
Telephone Contact: 971-266-1645
Email Contact: firstname.lastname@example.org
There are two sections to the following information:
About your personal data – the type of data that is collected or used, including when, how and why
Your rights – all the ways that you can control what happens with your data
About your personal data
When you make an inquiry regarding private sessions, mentoring, coaching or for taking any of the trainings I offer:
The name and contact details you give and the content of your message(s) are retained for any one of three reasons:
By your consent
As part of a ‘contract’ (only while we communicate)
For legitimate future business interests and interactions – for good business practice I keep tabs on who has made contact before, the types of questions asked etc.
When you make an online or mailed or in person purchase for a product or service (i.e. private sessions, in-person or online training/workshop registration, an ongoing course membership or subscription.
This is a contract for services. Your contact details are dealt with as above (consent, contract, legitimate reasons) – also these: your purchase history and the payment details (i.e. sent to us from Paypal) are retained for seven years for legal and accounting IRS reasons.
When you register for or attend an in-person workshop or training or online coaching/mentoring services
All of the above applies. I/Andréa Crisp also keeps record of your name, email address, mailing address, record of you attendance, your certificates earned etc. on the legal bases of both contract and legitimate interest – so that we /Portland Laughter Yoga can confirm your certificate status, reissue certification if required, also so that we can send you updates or offers which may be of specific interest to you as an attendee/graduate.
When you work privately with Andréa on an individual basis (private sessions and or mentoring):
Private Client work is different. Dependent on the work, you may wish (or need) to provide personal details of a sensitive nature.
Intake forms are retained in electronic, printed or handwritten format (depending how they are delivered) and will include your contact details and where appropriate, signature. The sensitive nature of such documents will generally be in relation to the issues and concerns that you are seeking assistance and support for.
As session notes, these are scant memos handwritten for the purpose of fulfilling our contract and keeping tabs on the work during the session and from one week to the next, filed separately with only initials and date as identifiers so that no other person may connect these details alone to your personal identity. These are kept only on paper in my home office and NOT maintained digitally. These records are kept during the time that the individual is under active coaching or mentoring and then shredded.
Other data sources
Incoming data is also received from our website hosts/services including GoDaddy, SquareSpace, MailChimp for newsletter subscribers, Gmail and Comcast Xfinity for email communications, 10to8 for online appointments, Paypal for payment processing, Skype and Zoom for video conferencing.
I may receive information from other practitioners or therapists as part of a referral. In such a case you may be unaware that the consented data transfer has taken place, I will therefore inform you of receipt within 28 days.
Sharing your data
Your privacy is important and I do not sell your data nor share it except by your consent or under the law.
When working together, I may give out elements of your personal information to another practitioner or therapist as part of a referral. This will always only be with your personal consent.
In continuation of current US laws on confidentiality I also retain the right and in some cases the legal requirement to breach confidentiality to inform an authority such as the police or your GP of impending harm or illegality.
Right to be informed
You have the right to be informed about the collection and use of your personal data.
I must provide you with information including: our purposes for processing your personal data, retention periods for that personal data, and who it will be shared with. This ‘privacy information’ is provided above.
I must provide you with privacy information at the time I collect your personal data from you, in other words it has to be available to you before you fill in a form or hand over your data such as your email address and will be easily available on our websites.
If I obtain your personal data from other sources, e.g. by referral or from the payment service provider you selected, I/We must provide you with privacy information within a reasonable period of obtaining the data and no later than one month.
There are a few circumstances when I do not need to provide people with privacy information, such as if an individual already has the information or if it would involve a disproportionate effort to provide it.
The information I provide to people must be concise, transparent, intelligible, easily accessible, and it must use clear and plain language. Therefore if there is anything you do not understand, please get in touch.
Right of access
You have the right to access your personal data and supplementary information. This allows you to be aware of and verify the lawfulness of the processing.
You are entitled to confirmation that your data is being processed, access to your personal data, and other supplementary information as provided in this privacy notice.
Right to rectification
You have the right to have the data your personal data corrected if it is incorrect, or completed if it is incomplete.
Right to erasure
You may request, verbally or in writing, to have your data erased. This is also commonly known as ‘the right to be forgotten’. This right only takes effect when:
Your personal data is no longer necessary for the purpose for which it was originally collected or processed,
You withdraw your consent when the sole legal basis to hold this information is your consent,
There is a legitimate interest in processing this data, which does not override your request
Processing/analyzing of the personal data was for direct marketing purposes and this is the use you object to
Your personal data was processed unlawfully without a proper legal basis
There is a legal obligation to comply with your request; or
If the personal data was processed to offer information services to a child.
Right to restrict processing
You have the right to request the restriction or suppression of your personal data. In other words you want to stop the data being used but keep it on file.
In this case your personal data cannot be used and can only be stored unless:
you give your consent;
it is for the establishment, exercise or defence of legal claims;
it is for the protection of the rights of another person (natural or legal); or
it is for reasons of important public interest.
Right to data portability
This allows you to obtain and reuse your personal data for your own purposes across different services. It allows you to move, copy or transfer personal data easily from one IT environment to another in a safe and secure way, without affecting its usability. Doing this is meant to enable you to take advantage of applications and services that can use this data to find you a better deal or help you understand your spending habits. In general this rule exists for data held by big service providers, such as your call history or insurance or gas bill history. The right also only applies to information you have provided.
If, as a private client you wish to carry a copy of your case notes or other sensitive data to another practitioner or other mental, physical or spiritual health service, provided these may be provided to you or to the nominated service provider, on request, as an encrypted and password protected document.
Right to object
Individuals have the right to object to:
processing based on legitimate interests or the performance of a task in the public interest/exercise of official authority (including profiling);
direct marketing (including profiling); and
processing for purposes of scientific/historical research and statistics.
Your objection must be made on grounds relating to your particular situation.
Once you object, your data can no longer be processed, unless
there are demonstrably compelling legitimate grounds for the processing, which override the interests, rights and freedoms of the individual; or
the processing is for the establishment, exercise or defence of legal claims.
You may complain directly to me using the contact details above. If you find the outcome unsatisfactory you are then able to object or complain to:
My Liability Insurance Carrier: Alternative Balance: 1-800-871-3848
PO Box 538
Mont Vernon, NH 03057
Other ethical complaints may be addressed by filing a complaint with the AAMET (Association for the Advancement of Meridian Energy Techniques www.aamet.org
You may of course also exercise your right to legal action.
You can claim a right verbally or in writing.
A response should come without delay and at least within one month of receipt. The time limit is calculated from the day after you make the request (whether the day after is a working day or not) until the corresponding calendar date in the next month.
I aim to respond within 28 days.
When you request access to your data, a copy must be provided free of charge. However, you can be charged a ‘reasonable fee’ when a request is:
manifestly unfounded or excessive, particularly if it is repetitive, unless that’s because I failed to respond; or
for further copies of the same information (that’s previously been provided).