Terms of Service
Effective date: January 1, 2026 · Last updated: July 18, 2026
1. Acceptance of terms
These Terms of Service ("Terms") govern your access to and use of the CareVieo platform, websites, mobile applications, and related services (the "Service"), operated by CareVieo ("CareVieo," "we," "us," or "our"). By creating an account, clicking "I agree," or using the Service, you agree to these Terms on behalf of yourself and, if applicable, the organization you represent ("Customer").
2. Account registration
You must provide accurate, complete, and current information when registering and keep it updated. You are responsible for safeguarding your credentials, enabling multi-factor authentication, and for all activity under your account. Notify us immediately at security@carevieo.com of any unauthorized access.
3. User & organization responsibilities
Organizations agree to:
- Ensure they are legally authorized to upload and process the information they submit, including PHI.
- Obtain any consents, authorizations, and notices required from clients, family members, patients, and caregivers.
- Maintain their own compliance with federal, state, and local law, including HIPAA where applicable.
- Manage user access, roles, and offboarding within the platform.
Patients and family members agree to use portals only in relation to their own care or a person they are legally authorized to represent, and to keep account credentials confidential.
Caregivers agree to provide accurate credential and employment information, to clock in/out honestly, and to protect any PHI they access.
4. Acceptable use
You will not:
- Reverse engineer, decompile, or attempt to derive source code of the Service.
- Use the Service to transmit unlawful, harassing, defamatory, or infringing content.
- Send unsolicited commercial messages ("spam") or violate TCPA, CAN-SPAM, or similar laws.
- Attempt to probe, scan, penetrate, or bypass security controls without written authorization.
- Interfere with other customers' use of the Service or overload the infrastructure.
- Use the Service to build a competing product.
5. HIPAA responsibilities
When CareVieo processes PHI on behalf of a Covered Entity or upstream Business Associate, it acts as a Business Associate under a signed Business Associate Agreement ("BAA"). The BAA controls in the event of any conflict with these Terms with respect to PHI. Customer remains solely responsible for its own HIPAA obligations, including obtaining patient authorizations, providing Notices of Privacy Practices, and configuring access rights appropriately.
6. SMS communications
The Service uses Twilio to deliver text messages. By providing a mobile number and opting in, you consent to receive service-related SMS messages (appointment reminders, visit notifications, schedule changes, caregiver notifications, account alerts, billing notifications, two-factor authentication codes, and other operational messages). Message frequency varies. Message and data rates may apply. Reply STOP to unsubscribe or HELP for assistance. Consent to receive SMS is not a condition of receiving healthcare services or using the Service. See the SMS section of our Privacy Policy for details.
7. Electronic signatures
You agree that electronic signatures captured through the Service (finger, stylus, mouse, typed name, or click-to-accept) have the same legal effect as handwritten signatures under the U.S. E-SIGN Act and applicable state law. You may request paper copies of any agreement you sign electronically by writing to support@carevieo.com.
8. Credential verification
The Service may collect and track credentials, certifications, immunizations, and background checks. CareVieo does not act as a licensing authority; Customer is responsible for verifying the authenticity and current status of credentials with the issuing body and for ensuring that caregivers meet all payer, state, and federal requirements.
9. Scheduling rules
The Service's compliance and scheduling gates are informational tools to help Customer enforce its own policies and applicable rules. Customer is responsible for confirming that each scheduled shift complies with payer authorizations, plan of care, caregiver credentials, and applicable law.
10. Payment terms and billing
Subscriptions are month-to-month by default, billed in advance, and renew automatically each month until canceled. After 60 days of continuous paid service, Customer may elect an annual plan at a discounted rate, which requires payment in full upfront for 12 months and renews automatically each year unless canceled.
Free trials, when offered, convert to a paid subscription at the end of the trial unless canceled beforehand. Customer authorizes CareVieo to charge the payment method on file for all recurring fees, add-ons, and applicable taxes.
Cancellation. Customer may cancel at any time by written notice to billing@carevieo.com. Cancellation takes effect at the end of the then-current billing period. Fees already paid are non-refundable except as required by law. Customer is responsible for applicable taxes.
Optional add-ons (for example the Zeely Marketing add-on) may be enabled from within the platform and are billed as additional monthly line items on the same invoice as the underlying subscription. Add-ons may be disabled at any time and stop billing at the end of the then-current month. Some add-ons rely on third-party services under their own terms; by enabling them, Customer authorizes CareVieo to share the minimum account information required to provision the third-party service. No PHI is shared with marketing add-ons.
11. Third-party services
The Service integrates with third-party providers including Twilio (SMS, voice), Stripe (payments), QuickBooks (accounting), HHAeXchange (EVV / payer integration), and Google Maps (mapping and directions). Your use of these providers' features may also be subject to their own terms and privacy policies. CareVieo is not responsible for the acts, omissions, or availability of third-party providers.
12. Warranties and disclaimers
THE SERVICE IS PROVIDED "AS IS" AND "AS AVAILABLE." TO THE MAXIMUM EXTENT PERMITTED BY LAW, CAREVIEO DISCLAIMS ALL IMPLIED WARRANTIES, INCLUDING MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE, AND NON-INFRINGEMENT. WE DO NOT WARRANT THAT THE SERVICE WILL BE UNINTERRUPTED, ERROR-FREE, OR FREE OF HARMFUL COMPONENTS. WE TARGET HIGH AVAILABILITY BUT DO NOT GUARANTEE ANY SPECIFIC UPTIME OUTSIDE OF A WRITTEN SLA.
13. Limitation of liability
TO THE MAXIMUM EXTENT PERMITTED BY LAW, NEITHER PARTY WILL BE LIABLE FOR INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, EXEMPLARY, OR PUNITIVE DAMAGES, OR FOR LOST PROFITS, REVENUE, OR DATA, EVEN IF ADVISED OF THE POSSIBILITY. EACH PARTY'S AGGREGATE LIABILITY ARISING OUT OF OR RELATED TO THESE TERMS WILL NOT EXCEED THE FEES CUSTOMER PAID TO CAREVIEO IN THE 12 MONTHS PRECEDING THE EVENT GIVING RISE TO THE CLAIM.
14. Intellectual property
CareVieo and its licensors own all rights, title, and interest in the Service, including software, trademarks (CareVieo®, the CareVieo logo), designs, and documentation. Customer retains ownership of the data it uploads ("Customer Data"). Customer grants CareVieo a worldwide, non-exclusive license to host, process, transmit, display, and use Customer Data solely to provide and improve the Service and as permitted by the BAA. CareVieo may use de-identified and aggregated data (which does not identify any individual or organization) to operate, benchmark, and improve the Service.
15. Termination and suspension
Either party may terminate for material breach not cured within 30 days of written notice. CareVieo may suspend the Service immediately for non-payment, security risk, or violation of the Acceptable Use section. Upon any termination or cancellation, Customer may export their data for 30 days using in-app export tools or by written request to support@carevieo.com; after that window, Customer Data is permanently deleted from production systems in accordance with our retention and BAA obligations.
16. Indemnification
Customer will defend, indemnify, and hold harmless CareVieo and its affiliates from any third-party claims, damages, and costs (including reasonable attorneys' fees) arising out of (a) Customer Data, (b) Customer's use of the Service in violation of these Terms or applicable law, or (c) Customer's violation of any third-party right, including HIPAA patient rights.
17. Governing law and disputes
These Terms are governed by the laws of the State of Texas, excluding conflict-of-laws rules. The parties will first attempt to resolve any dispute informally within 30 days. If unresolved, disputes will be brought exclusively in the state or federal courts located in Travis County, Texas, and each party consents to their jurisdiction.
18. Changes to these terms
We may update these Terms from time to time. Material changes will be posted here and communicated to administrators by email at least 30 days before taking effect. Continued use of the Service after the effective date constitutes acceptance.
19. Contact
CareVieo
Legal: legal@carevieo.com
Billing: billing@carevieo.com
Support: support@carevieo.com