Who owns the CRM account and what happens if a partner leaves?

FAQThe CRM and MarketingUpdated Sep 7, 2026

The Healthaide-provided CRM is a third-party HIPAA-compliant GoHighLevel environment. Healthaide does not own GoHighLevel, and the partner retains its business data and relationships. Under Healthaide's standard structure, the CRM account and eligible branded assets can be transferred when the applicable earned-ownership or buyout conditions are satisfied.

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FAQSep 7, 2026

Is the CRM included in my fee?

Whether the Healthaide-provided CRM is included or separately billed depends on your agreement.

FAQSep 7, 2026

What business data can partners access in the CRM and reporting?

Healthaide reporting and CRM tools can provide business data such as customer activity, lead source, practitioner source, transactions, communications, conversions, and revenue analytics.

FAQSep 7, 2026

If I leave or shut down, what happens to my patient data?

You retain your commercial customer relationships and general business/customer data.

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