1

Introduction

IntakeAccess.ai ("we," "us," "our") operates the website at https://intakeaccess.ai and a healthcare platform that handles Protected Health Information (PHI). This Cookie Policy explains how we use cookies and similar tracking technologies on the public-facing Website and within the authenticated platform environment.

Given the sensitive healthcare nature of our platform, we apply a heightened standard to cookie use: no cookies that could expose or indirectly identify PHI are used for advertising, behavioral tracking, or third-party marketing purposes. Cookies within authenticated provider and patient sessions are limited to what is strictly necessary for security, authentication, and session management.

This Cookie Policy should be read alongside our Privacy Policy and Terms of Service, available at https://intakeaccess.ai.

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What Are Cookies?

Cookies are small text files placed on your device when you visit a website. They are widely used to make websites and platforms work efficiently, maintain security sessions, remember preferences, and collect analytical information.

We also use related technologies including:

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Cookie Categories & What We Use

CategoryExamplesPurposeConsent Required?PHI Involved?
Strictly Necessary Session ID, CSRF token, MFA state, 2FA session token Platform authentication, session security, MFA/2FA workflows, HIPAA-required session timeouts No (security-essential) No — tokens only
Functional UI preferences, language, sidebar state Remembering non-PHI display preferences to improve platform usability No (non-tracking) No
Analytics (Public Website Only) Google Analytics (_ga, _gid) Understanding public website traffic and improving marketing pages. Not used within authenticated provider or patient sessions. Yes (consent banner) No — public pages only
Marketing (Optional) Google Ads conversion tag Measuring ad campaign performance on public marketing pages only. Never placed within authenticated sessions. Yes (opt-in only) No — public pages only
PHI and Cookies: Our Hard RuleNo PHI is ever stored in a cookie, local storage item, or any client-side tracking mechanism. Session tokens used within the authenticated platform contain only encrypted, opaque identifiers with no embedded health data. All PHI remains server-side in HIPAA-compliant, encrypted Firestore/Firebase storage.
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Authenticated Platform Environment (Provider & Patient Portals)

Within the authenticated provider portal and patient portal, cookie use is strictly limited to what is necessary for security and functionality:

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Third-Party Cookies

On our public marketing website (pages not requiring login), we may use the following third-party services that set their own cookies:

No third-party advertising or behavioral tracking cookies are permitted within any authenticated provider or patient session, regardless of any consent previously given for public-page cookies.

6

Your Cookie Choices & Controls

Consent Banner

When you first visit the public website, a cookie consent banner allows you to accept all cookies, reject non-essential cookies, or customize by category. You may update these preferences at any time via the "Cookie Settings" link in the website footer.

Browser Controls

You may refuse or delete cookies through your browser settings. Note that disabling strictly necessary cookies (session tokens, CSRF tokens) will prevent login to the platform:

Google Analytics Opt-Out

Install the Google Analytics Opt-out Browser Add-on at tools.google.com/dlpage/gaoptout to prevent Google Analytics from collecting data about your public website visits.

Do Not Track

We honor Do Not Track (DNT) signals on our public website by disabling non-essential analytics and marketing cookies when a DNT signal is detected. DNT has no effect on strictly necessary session cookies within the authenticated platform, as these are required for HIPAA-compliant session security.

Disabling Security CookiesDisabling strictly necessary cookies (session tokens, CSRF tokens, MFA state cookies) will prevent you from logging into the platform. These cookies are required for HIPAA-compliant authentication and cannot be disabled without breaking platform access.
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Retention Periods

Cookie TypeRetention
Session / authentication tokensSession only (destroyed on logout or 15-min timeout)
MFA / 2FA state tokensSession only
CSRF security tokensSession only
Functional / UI preference cookiesUp to 12 months
Google Analytics (_ga)24 months
Google Analytics (_gid)24 hours
Google Ads conversionUp to 90 days
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Updates & Contact

We may update this Cookie Policy to reflect changes in our cookie practices or applicable law. Updated policies are posted with a revised "Last Updated" date. Material changes are communicated via the consent banner and, for registered users, by email.

For questions about this Cookie Policy: privacy@intakeaccess.ai | 205-855-4545 | https://intakeaccess.ai

Our CommitmentIntakeAccess.ai products are ad-free within all authenticated provider and patient sessions. We will never use PHI to serve advertising, regardless of any cookie preferences.