Terms of Use
Holism Inc.
Introduction
These Terms of Use ("Terms") govern your access to and use of the Holism Health platform, including the website at holism.health and all related services, applications, and tools (collectively, the "Platform"), operated by Holism Inc. ("Holism," "we," "us," or "our").
By creating an account or using the Platform, you agree to be bound by these Terms. If you are agreeing to these Terms on behalf of a business or organization, you represent that you have the authority to bind that entity.
Practitioners must additionally read and agree to Section 6 (Data Handling and Security) below, which governs how client data is handled on the Platform and applies to all Practitioners regardless of licensure or insurance-billing status. Where applicable, a separate Business Associate Agreement (BAA) may also apply — see Section 6.9 below.
1. Eligibility
To use the Platform, you must:
- Be at least 18 years of age (or the age of majority in your jurisdiction)
- Have the legal capacity to enter into a binding agreement
- Not be prohibited from using the Platform under applicable law
- Provide accurate, complete, and current registration information
Practitioners must additionally hold all required licenses, certifications, and credentials applicable to their practice specialty and jurisdiction, and must maintain those credentials in good standing throughout their use of the Platform.
2. Account Registration and Security
You agree to provide accurate and complete information when creating your account and to keep your account information current. You are responsible for maintaining the confidentiality of your login credentials and for all activities that occur under your account.
You agree to:
- Use a strong, unique password and enable multi-factor authentication (MFA) when prompted
- Notify us immediately at support@holism.health if you suspect unauthorized access to your account
- Not share your login credentials with any other person
- Log out of your account after each session, particularly on shared devices
We are not liable for any loss resulting from unauthorized use of your account where you have failed to maintain the security of your credentials.
3. Platform Description
Holism Health is a marketplace and practice management platform that:
- Enables Clients to discover and connect with holistic, integrative, and complementary medicine Practitioners
- Provides Practitioners with tools for profile management, appointment scheduling, group classes, telehealth consultations, practice management, care notes, and patient communication
- Facilitates secure messaging and telehealth video consultations between Clients and Practitioners
- Supports in-platform or in-clinic payment at the Practitioner's discretion
- Supports Practitioner community features ("Holism Circles")
Holism does not process insurance claims or bill insurance on behalf of any Practitioner or Client. Any insurance billing or reimbursement is handled entirely outside the Platform, directly between the Practitioner or Client and the relevant insurer.
Holism Health is a technology platform, not a healthcare provider. We do not provide medical advice, diagnosis, or treatment. All clinical decisions are made solely by the licensed or credentialed Practitioners on the Platform. We do not recommend or endorse any particular Practitioner, treatment, or health product.
4. Client Terms
Throughout these Terms, "Client" refers to any individual using the Platform to book or receive services from a Practitioner — whether receiving clinical care from a Licensed Clinical Practitioner or educational and coaching services from a Complementary & Wellness Practitioner.
4.1 Not a Medical Provider
Your use of the Platform does not create a physician-patient or other clinical relationship between you and Holism. Any clinical relationship is solely between you and the Practitioner you engage.
4.2 No Emergency Services
The Platform is not for medical emergencies. If you are experiencing a medical emergency, call 911 (or your local emergency number) or go to the nearest emergency room immediately.
4.3 Information Accuracy
You are responsible for providing accurate health information to Practitioners. Inaccurate information may affect the quality of care you receive.
4.4 Practitioner Vetting
Before a Practitioner's profile is approved and made visible on the Platform, Holism verifies the Practitioner's identity, credentials, and licensure status, which may include reviewing supporting documentation and directly contacting the Practitioner. No profile is approved without this verification. While this process is intended to confirm that a Practitioner holds the credentials they claim, we do not guarantee the ongoing qualifications, competency, or conduct of any Practitioner after approval. Clients are encouraged to independently verify Practitioner credentials and conduct their own due diligence before engaging any Practitioner.
Holism categorizes Practitioners into two tiers based on their profession's regulatory status: (i) Licensed Clinical Practitioners, who hold an active license or state credential in at least one state relevant to their listed services (for example, naturopathic doctors in licensing states, acupuncturists, and chiropractors); and (ii) Complementary & Wellness Practitioners, who practice a modality that is not licensed or regulated in most U.S. states (for example, herbalism, traditional homeopathy, health/nutrition coaching, and energy-based modalities). Each Practitioner's profile clearly indicates which tier applies. This categorization determines the vocabulary and scope-of-practice representations a Practitioner agrees to under the Practitioner Category & Compliance Attestation; it does not by itself determine which data-privacy or HIPAA-related terms apply — see Section 6.
Services provided by a Complementary & Wellness Practitioner are educational, coaching, and wellness-support services only. They do not constitute the diagnosis, treatment, cure, or prevention of any disease or medical condition, do not create a doctor-patient or other clinical relationship, and are not a substitute for care from a licensed healthcare provider. Clients with a diagnosed medical condition, who are pregnant, or who are otherwise medically vulnerable should consult a licensed healthcare provider before relying on services from a Complementary & Wellness Practitioner.
4.5 Reviews and Feedback
You may submit reviews of Practitioners. Reviews must be honest, based on your genuine experience, and must not contain false statements, personal attacks, or PHI. We reserve the right to remove reviews that violate these Terms.
4.6 Geographic Availability
Not all Practitioners are legally authorized to serve Clients in every state. Practitioners represent that they will only provide services where they are legally authorized to do so (see Section 5.3), and are solely responsible for confirming that authorization before accepting a Client. If you have concerns about whether a Practitioner is authorized to serve you in your state, contact us at support@holism.health.
5. Practitioner Terms
5.1 License Compliance
Practitioners represent and warrant that they hold all required licenses and credentials for their practice specialty and jurisdiction, and that all information provided in their profile is accurate and current. Practitioners must promptly update their profile if their credentials change or lapse.
5.2 Professional Standards
Practitioners agree to:
- Provide services in accordance with applicable professional standards and ethics
- Maintain appropriate professional liability (malpractice) insurance
- Comply with all applicable federal, state, and local laws governing their practice
- Comply with HIPAA and all other applicable healthcare privacy laws, to the extent applicable to their practice
5.3 Scope of Practice
Practitioners may only offer services (i) within their licensed or credentialed scope of practice, and (ii) to Clients located, at the time of the service, in a jurisdiction where the Practitioner is legally authorized to provide such services. Practitioners are solely responsible for determining, and complying with, the licensure, scope-of-practice, and telehealth-registration requirements of every jurisdiction in which they provide services through the Platform, and must immediately stop providing services to a Client in any jurisdiction where the Practitioner is not legally authorized to do so.
A Practitioner who provides services outside their lawful scope of practice or licensed jurisdictions is in material breach of these Terms, and Holism may immediately suspend or terminate the Practitioner's account pending review.
5.4 Client Communications
All client communications must be conducted through the Platform's secure messaging and video features. Practitioners must not direct Clients to communicate through unsecured channels (personal email, personal SMS, unencrypted apps) for any communications involving health information or other confidential Client Data.
5.5 Subscription and Fees
Practitioner access to premium practice management features is subject to the subscription plan selected at sign-up. Subscription fees are billed in advance on a monthly or annual basis. Holism reserves the right to modify pricing with 30 days' written notice. Fees are non-refundable except as required by law or as expressly stated in our refund policy.
5.6 Data Handling
Data handling and HIPAA/BAA obligations applicable to all Practitioners are set out in Section 6 (Data Handling and Security) below.
6. Data Handling and Security
This Section applies to all Practitioners, regardless of licensure or insurance-billing status, and governs how client data collected through the Platform ("Client Data") is handled by Practitioners and by Holism. It is the baseline data-handling framework for every Practitioner on the Platform.
6.1 Scope
"Client Data" means any information relating to a client collected through the Platform, including:
- Appointment and scheduling details
- Telehealth session content and metadata
- Intake forms, session notes, and treatment history
- Health history uploaded by the client
- Payment and billing information
6.2 Client Consent and Data Rights
Before any Client Data is collected, the client is presented with a clear description of what data is collected and why, the categories of parties (if any) with whom it may be shared, and their rights to access, correct, delete, and withdraw consent. Consent is obtained through an affirmative mechanism specific to this purpose — it is not inferred from a pre-checked box or continued Platform use alone, consistent with state laws (such as Washington's My Health My Data Act) that require specific consent for health data rather than blanket terms-of-service acceptance.
Clients may request, through the Platform:
- Access — confirmation of what data is held and with whom it has been shared
- Deletion — removal of their data from Platform systems, with instruction to subprocessors to do the same
- Withdrawal of consent for future collection or use (not retroactive)
- Appeal of a denied request, with a path to escalate
Holism will respond to verified requests within 45 days, consistent with applicable state law timelines.
6.3 Telehealth Session Data
Telehealth sessions are transmitted using end-to-end or transport-layer encryption. Sessions are not recorded or stored beyond what is necessary for session delivery unless both parties explicitly opt in to recording with advance consent; any retained recordings are encrypted at rest and access-restricted to the Practitioner and the client. Holism does not use telehealth session content for any purpose beyond facilitating the session itself — no analytics, advertising, or AI training use without separate explicit consent.
6.4 Payment Data
Where payment is processed through the Platform, it is handled by Stripe, a PCI-DSS Level 1 certified payment processor; Holism does not store full card numbers, and card data is tokenized. Holism may retain transaction metadata (amount, date, service billed) for accounting and dispute-resolution purposes. Payments made directly and in-clinic between a Practitioner and client are outside the scope of this Section.
6.5 Practitioner Data-Handling Obligations
Practitioners agree to:
- Collect only the Client Data reasonably necessary to provide services
- Enter session notes and client data only through Platform-approved systems
- Not export, download, or store Client Data on personal devices or third-party tools outside the Platform without written authorization
- Immediately notify Holism of any suspected unauthorized access, loss, or disclosure of Client Data
- Obtain and document client consent using Platform-provided consent flows
- Not share Client Data with any third party without client authorization, except as required by law
6.6 Holism's Safeguards
Holism agrees to:
- Store Client Data using encryption in transit and at rest
- Restrict internal access on a need-to-know basis
- Maintain administrative, technical, and physical safeguards appropriate to the sensitivity of the data
- Notify affected Practitioners and, where legally required, affected clients without unreasonable delay upon discovery of a breach
- Provide mechanisms for clients to exercise their data rights
- Retain Client Data only as long as necessary or as required by law, then delete or de-identify it
- Never sell Client Data or use it for advertising
6.7 Subprocessors
Holism may engage subprocessors (e.g., AWS for hosting, Stripe for payments, telehealth infrastructure providers) to process Client Data, provided such subprocessors are contractually bound to confidentiality and security obligations at least as protective as this Section, do not use Client Data for their own independent purposes, and support data deletion upon verified request.
6.8 Security Incident Response
In the event of a suspected or confirmed breach involving Client Data:
- The discovering party will notify the other party within 72 hours
- Holism will investigate scope and cause
- Affected clients will be notified as required by applicable law
- A remediation plan will be documented and shared with affected Practitioners
6.9 HIPAA and Business Associate Agreements
Holism does not offer insurance billing as a Platform feature. However, a Practitioner may independently qualify as a HIPAA Covered Entity — for example, by billing insurance electronically through their own separate systems, even for patients unrelated to the Platform. Where Holism determines, including through the practitioner verification process described in Section 4.4, that a Practitioner is a HIPAA Covered Entity, Holism will execute a separate Business Associate Agreement (BAA) with that Practitioner, which governs the handling of Protected Health Information (PHI) specifically and supplements this Section. A Practitioner who believes a BAA should apply to them may request one at any time by contacting support@holism.health.
Agreement to this Section 6 does not, by itself, mean HIPAA applies to a Practitioner's relationship with Holism. HIPAA applicability is determined by a Practitioner's actual licensure and billing status, not by contract language. This Section provides contractual privacy and security protections independent of, and in addition to, any HIPAA obligations that may separately apply.
6.10 Survival
Sections 6.2, 6.6, and 6.8 survive termination of a Practitioner's account with respect to any Client Data retained after the relationship ends.
7. Acceptable Use Policy
You agree NOT to use the Platform to:
- Violate any applicable law or regulation
- Infringe the intellectual property rights of others
- Upload, transmit, or distribute malicious code, viruses, or harmful content
- Harass, threaten, or harm other users
- Impersonate any person or entity, or misrepresent your affiliation with any person or entity
- Collect or harvest information about other users without their consent
- Use automated tools (bots, scrapers, crawlers) to access the Platform without our written permission
- Interfere with or disrupt the Platform's security or integrity
- Circumvent any access controls or security features of the Platform
- Use the Platform to advertise or solicit users for services outside the Platform
- Post false, misleading, or defamatory content
- Engage in any conduct that restricts or inhibits anyone's use of the Platform
We reserve the right to suspend or terminate accounts that violate this Acceptable Use Policy, with or without notice.
8. Payments
8.1 Client Payments
Payment for appointments is made either through the Platform (via Stripe) or directly to the Practitioner in-clinic, at the Practitioner's discretion. Where payment is made through the Platform, appointment fees are displayed before booking confirmation, and by confirming a booking, you authorize Holism to charge your selected payment method. Payment processing is handled by Stripe, which is subject to Stripe's own terms of service.
8.2 Practitioner Payouts
For payments made through the Platform, Practitioners receive payouts for completed appointments per the payout schedule described in their Practitioner Dashboard. Holism may deduct applicable platform fees before remitting payment. Holism has no role in payments made directly and in-clinic between a Practitioner and Client.
8.3 Cancellations and Refunds
Cancellation and refund policies for appointments are governed by each Practitioner's stated cancellation policy. Clients should review a Practitioner's cancellation policy before booking. Platform subscription fees for Practitioners are non-refundable except as required by law.
8.4 Disputes
Payment disputes should be directed to support@holism.health within 30 days of the transaction. We will make reasonable efforts to resolve disputes in good faith.
9. Intellectual Property
9.1 Platform Content
All content on the Platform — including text, graphics, logos, software, and user interface elements — is owned by Holism or its licensors and is protected by copyright, trademark, and other intellectual property laws. You may not reproduce, distribute, or create derivative works from Platform content without our express written permission.
9.2 User Content
You retain ownership of content you submit to the Platform (including Practitioner profiles, patient reviews, and uploaded documents). By submitting content, you grant Holism a non-exclusive, worldwide, royalty-free license to use, display, and distribute that content solely for the purpose of operating and improving the Platform. You represent that you have the right to submit any content you post and that it does not violate any third-party rights.
9.3 Feedback
If you provide us with feedback or suggestions, we may use that feedback without restriction or compensation to you.
10. Disclaimers
THE PLATFORM IS PROVIDED "AS IS" AND "AS AVAILABLE" WITHOUT WARRANTIES OF ANY KIND, EITHER EXPRESS OR IMPLIED. TO THE FULLEST EXTENT PERMITTED BY LAW, HOLISM DISCLAIMS ALL WARRANTIES, INCLUDING IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, AND NON-INFRINGEMENT.
WE DO NOT WARRANT THAT: (A) THE PLATFORM WILL BE UNINTERRUPTED OR ERROR-FREE; (B) ANY DEFECTS WILL BE CORRECTED; (C) THE PLATFORM IS FREE OF VIRUSES OR OTHER HARMFUL COMPONENTS; OR (D) THE RESULTS OF USING THE PLATFORM WILL MEET YOUR REQUIREMENTS.
11. Limitation of Liability
TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, HOLISM, ITS OFFICERS, DIRECTORS, EMPLOYEES, AND AGENTS SHALL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, INCLUDING LOSS OF PROFITS, DATA, GOODWILL, OR OTHER INTANGIBLE LOSSES, ARISING FROM YOUR USE OF OR INABILITY TO USE THE PLATFORM.
IN NO EVENT SHALL HOLISM'S TOTAL LIABILITY TO YOU FOR ALL CLAIMS EXCEED THE GREATER OF (A) THE AMOUNTS YOU PAID TO HOLISM IN THE TWELVE MONTHS PRECEDING THE CLAIM, OR (B) ONE HUNDRED DOLLARS ($100).
THESE LIMITATIONS APPLY REGARDLESS OF THE THEORY OF LIABILITY AND EVEN IF HOLISM HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. SOME JURISDICTIONS DO NOT ALLOW CERTAIN LIMITATIONS OF LIABILITY, SO SOME OF THE ABOVE MAY NOT APPLY TO YOU.
12. Indemnification
You agree to indemnify, defend, and hold harmless Holism and its officers, directors, employees, and agents from and against any claims, liabilities, damages, losses, and expenses (including reasonable attorneys' fees) arising out of or in connection with: (a) your use of the Platform; (b) your violation of these Terms; (c) your violation of any third-party rights; (d) any content you submit to the Platform; or (e) for Practitioners, any claims arising from your clinical or professional services, including services provided outside your lawful scope of practice or licensed jurisdictions, or from your independent HIPAA Covered Entity status and obligations arising outside the Platform.
13. Governing Law and Dispute Resolution
These Terms are governed by the laws of the State of Delaware, without regard to conflict of law principles. Any dispute arising out of or relating to these Terms or the Platform that cannot be resolved informally shall be resolved by binding arbitration administered by the American Arbitration Association (AAA) under its Consumer Arbitration Rules, except that either party may seek injunctive relief in any court of competent jurisdiction for violations of intellectual property rights.
CLASS ACTION WAIVER: YOU AND HOLISM AGREE THAT EACH MAY BRING CLAIMS AGAINST THE OTHER ONLY IN AN INDIVIDUAL CAPACITY AND NOT AS A PLAINTIFF OR CLASS MEMBER IN ANY CLASS ACTION.
14. Termination
We reserve the right to suspend or terminate your access to the Platform at any time for any reason, including violation of these Terms. You may terminate your account at any time by contacting us at support@holism.health. Upon termination, the provisions of these Terms that by their nature should survive (including intellectual property, disclaimers, and limitation of liability) shall survive.
15. Modifications
We may modify these Terms at any time. We will provide at least 30 days' notice of material changes via email or in-app notification. Where a change adds new obligations such as indemnification, we will request your affirmative re-acceptance rather than relying on continued use alone. Otherwise, your continued use of the Platform after the effective date of any changes constitutes your acceptance of the updated Terms.