Practice Policies and Procedures

Please cancel or reschedule at least 48 hours before your appointment through the client portal, by email at hello@leanmedical.ai, or by text at (628) 204-3449.

Your treating clinician may waive these fees. Fees are subject to applicable law and insurance requirements.

If you arrive late, your session will still end at the scheduled time. If you are more than 15 minutes late, the appointment may be treated as a missed appointment, and the fee above may apply.

We will explain fees and payment arrangements before care. Your share may include deductibles, copayments, coinsurance and agreed self-pay charges, subject to your insurance contract and applicable law. An insurance denial does not automatically make the full bill your responsibility.

Contact us if you have questions about a bill or need to discuss payment arrangements.

If your care includes medication, your prescriber will discuss its purpose, benefits, risks and alternatives with you. You can decline a recommended medication without affecting the rest of your care. If you choose to take medication, you agree to:

• Take medications only as prescribed
• Tell your prescriber about every medication, supplement and substance you use
• Tell your prescriber about any side effects
• Talk to your prescriber before stopping or changing a medication
• Keep your medications secure, and never share or sell them
• Attend follow-up visits so your prescriber can monitor how you're doing

Some medications, including controlled substances such as ADHD stimulants, may require an in-person evaluation, regular monitoring or lab work under federal and state rules. Your prescriber will explain any requirements before prescribing. Misusing, sharing or selling a prescribed medication may affect whether we can continue prescribing, or continue your care.

Your clinician may use AI Scribe, a feature of our electronic health record (Healthie), to create a transcript and a draft clinical note from your session, so they can focus fully on you. Your clinician reviews, corrects and approves every note before it becomes part of your record and remains responsible for your care. AI Scribe does not make clinical decisions.

• Session audio is used only to create the transcript and draft note. The audio is not stored.
• Session data is not used to train AI models.
• Information is encrypted in transit and at rest.
• Transcripts and notes are part of your confidential health record. Only members of your care team with access to your appointments can view them.
• Transcripts are kept for 60 days and then deleted. Clinical notes are kept as part of your health record.
• AI Scribe does not create a saved audio or video recording. Any separate recording requires your separate permission.

How we ask for your consent: You'll be notified at the start of each session where AI Scribe is used. If you'd prefer your clinician not use it, just tell them and they'll turn it off. Saying no never affects your care. If someone else joins your session, your clinician will confirm they're comfortable with AI Scribe.

If you act for a patient, we may ask for documentation of your authority. Tell us about changes to custody or other legal arrangements. Consent, access to records and payment responsibility depend on the service and applicable law. Signing for someone's care does not automatically make you responsible for their bills or give you access to all their records.

We keep your records for at least 7 years after your last visit. For clients who were minors during care, we keep records for at least 7 years after they turn 18, or longer if required by law.

Contact us for records access, copies, corrections or releases. We do not withhold records because treatment bills are unpaid. Our Notice of Privacy Practices explains your rights.

Discuss requests for letters or forms with your clinician, including timing and any applicable fee. A release authorization remains limited to the recipients, information and purposes you authorize.

Tell your clinician if you want to change, pause or end care. If either you or the practice ends treatment, we will discuss transition needs and appropriate continuity of care.

If you have a concern about your care, talk with your clinician or contact us at hello@leanmedical.ai or (628) 204-3449 and we'll follow up.