Adherence OS helps cash-pay healthcare businesses identify where recurring revenue begins to leak as patients lose momentum, intervene before they disengage, and recover revenue from patients they already acquired.
Fast implementation12-Week PilotMeasured against control
The Thesis
Most clinics know how many patients they acquire. Few know exactly where they lose them.
Adherence OS reveals the hidden revenue leakage inside your patient journey.
Adherence Intelligence
Disengagement leaves a signal between appointments.
Reminders assume a patient forgot. Usually, that is not what is happening.
Adherence Intelligence identifies disengagement before it becomes permanent exit. It does not replace your EHR or CRM. It reads what is already happening across them and flags where revenue is at risk.
Patients disengage at specific, predictable moments.
Every one of these moments is a point where recurring revenue is either protected or lost. Disengagement rarely comes from one cause. Adherence OS reads the full pattern across a patient's journey, not a single missed appointment.
01 // early_signal
Missed Follow-Up
02 // exit_signal
Missed Refill
03 // friction_onset
Early Inactivity
04 // silent_barrier
Cost Hesitation
05 // journey_risk
Treatment Plateau
06 // silent_exit
Side Effect Concern
07 // recovery_window
Extended Inactivity
08 // reactivation
Long-Term Lapse
How Adherence OS Works
Detect → Infer → Intervene → Recover
A four-stage system that gets sharper with every patient journey it processes.
// 01
Detect
Traditional systems show what happened. Adherence OS identifies what's about to happen, before it becomes a permanent exit.
// signal_detected
Refill is 6 days late. Response time up 42% from baseline.
status: momentum declining
// 02
Infer
Estimate the likely barrier, cost friction, side effects, expectation gaps, protocol fatigue.
// barrier_inferred
Pattern matches cost hesitation, not a scheduling issue.
confidence: high
// 03
Intervene
Deploy targeted behavioral interventions at the right moment in the patient journey.
// protocol_deployed
Cost-friction response sent. Not a generic reminder.
timing: before the next missed refill
// 04
Recover
Measures patient continuation and recovered revenue, then feeds those outcomes back into the next detection cycle.
// outcome_measured
Patient re-engaged. Recurring revenue retained.
feeds back into: detection
The Shift
From Patient Engagement to Adherence Intelligence.
The same six functions, rebuilt around behavior instead of broadcast.
Adherence OS is designed around how patients actually disengage, and measured against control groups so results reflect the intervention, not chance. That discipline compounds with every new patient journey the platform analyzes.
Adherence OS was built by Dave Anthony Smith, who spent his career studying why people disengage, from entrepreneurship to lifecycle marketing to enterprise healthcare. Read why he built this →
How To Get Started
The 12-Week Revenue Recovery Pilot
A structured engagement implementing Adherence Intelligence across your patient journey — with clear measurement from day one.
Weeks 1–2
Diagnose
→Map your patient journey
→Identify drop-off signals
→Analyze behavioral patterns
Weeks 3–10
Deploy
→Launch intervention system
→Post-visit, refill, recovery protocols
→A/B or holdout testing
Weeks 11–12
Measure
→Lift vs. control
→Recovered revenue report
→Continuation analysis
// who_we_work_with
Built for Cash-Pay Healthcare
Adherence OS is typically a fit for cash-pay healthcare businesses with membership programs, ongoing treatment plans, or any model where patient continuation drives lifetime value.
// FIT.CHECK()
✓Membership programs
✓Ongoing treatment plans
✓Recurring prescriptions
✓Cash-pay care
✓Patient continuation drives revenue
status: Likely Fit
Start without sharing a single patient record.
Our audit and pilot onboarding require zero PHI or PII. No compliance blocker between you and results.
no_phi required
no_pii collected
audit_safe
See where your patient revenue is leaking.
We work with a limited number of recurring cash-pay clinics per month.
Definitions, distinctions, and clarifications on adherence intelligence, adherence operating systems, and how Adherence OS works.
// canonical_definition
An adherence operating system is a behavioral intelligence infrastructure that monitors patient disengagement signals, infers the specific barrier behind each signal, and deploys protocol-driven interventions at defined moments in the patient journey — before disengagement becomes permanent exit. Reminders notify. Protocols recover.
// category & definitions
An adherence operating system is a behavioral intelligence infrastructure that monitors patient disengagement signals, infers the specific barrier behind each signal, and deploys protocol-driven interventions at defined moments in the patient journey — before disengagement becomes permanent exit.
Unlike reminder tools that send scheduled notifications, an adherence operating system treats each disengagement signal as a trigger for a specific, barrier-targeted protocol designed to recover patient momentum and prevent revenue loss. The core distinction: reminders notify. Protocols recover.
Adherence Intelligence is the discipline of systematically identifying, understanding, and acting on patient disengagement signals throughout the patient lifecycle. It treats patient attrition as measurable, predictable, and recoverable — applying behavioral inference and protocol-driven intervention to recover patients before they permanently exit care.
Adherence Intelligence is the category. An adherence operating system is the infrastructure built around it.
This phrase captures the core distinction between conventional patient communication tools and an adherence operating system. A reminder notifies a patient on a schedule, assuming disengagement is caused by forgetfulness. A protocol recognizes that disengagement has a specific cause — cost friction, side effects, treatment plateau, or loss of motivation — and deploys a structured, barrier-targeted response designed to address that cause and recover the patient.
Protocols are not mass messages. They are tailored intervention sequences triggered by specific behavioral signals at specific adherence moments.
Adherence moments are the specific, predictable points in a patient's care journey where disengagement is most likely to begin — including a missed follow-up appointment, a skipped refill, a treatment plateau, cost hesitation, side effect concerns, or extended inactivity.
Patients do not disengage randomly. They exit at identifiable, recurring moments that — once understood — can be systematically detected and addressed with the right protocol. Large-scale clinical observation across patient populations confirms that these moments repeat with enough regularity to anticipate and act on.
Patient momentum refers to the behavioral trajectory of a patient in their care journey — whether they are actively continuing treatment, engaging with their provider, and progressing toward their health goals. Momentum erodes before patients formally discontinue care; it surfaces first in subtle behavioral signals like delayed appointments, missed refills, and unanswered messages.
Detecting and recovering patient momentum — before it becomes a formal exit — is the central operational objective of an adherence operating system. An appointment is a snapshot. Momentum is the trend.
// differentiation
A reminder tool sends scheduled notifications — the same message to all patients on a calendar, assuming disengagement is caused by forgetfulness. It is a broadcast system operating on a schedule, not a detection system operating on signals.
An adherence operating system detects why individual patients are losing momentum, infers the specific barrier driving their disengagement, and deploys a protocol — a structured, barrier-specific intervention — at the right moment in the patient's journey. The difference is signal-driven versus schedule-driven, and protocol versus notification.
A CRM records what happened — appointments scheduled, messages sent, revenue earned. It is a backward-looking record system. Most CRMs surface patient history on demand; they do not proactively monitor for disengagement or trigger intervention protocols.
An adherence operating system looks forward: it monitors behavioral signals between appointments, identifies patients who are losing momentum before they exit, and triggers structured intervention before that exit becomes permanent. CRMs capture history. Adherence operating systems drive recovery.
No. Adherence OS is a behavioral intelligence platform. Messaging — email, SMS, operational touchpoints — is one execution layer within an intervention protocol, not the product itself.
The distinction matters because the intelligence layer (what signal triggered the intervention, what barrier is inferred, what protocol applies) is what drives recovery outcomes. Messaging without intelligence is a reminder tool. Intelligence without action is analytics. An adherence operating system connects both into a continuous, protocol-driven system.
// how it works
Adherence OS monitors operational and behavioral signals between appointments — patterns in refill timing, appointment cadence, communication response rates, and follow-up scheduling — to identify patients who are losing momentum before they formally exit.
These signals are evaluated against known adherence moment patterns to classify the likely stage and barrier type driving disengagement. The platform does not require patient PHI in its current pilot phase, operating on de-identified behavioral data provided by the clinic.
Detect: Identify where patient progression breaks down across the full journey, before it becomes permanent exit.
Infer: Estimate the likely barrier behind each disengagement signal — cost friction, side effects, expectation gaps, or protocol fatigue.
Intervene: Deploy the appropriate protocol at the right adherence moment — targeted behavioral interventions through email, SMS, and operational touchpoints.
Recover: Measure patient continuation improvements and recovered revenue against a control group — not vanity engagement metrics.
Impact is measured through patient continuation rates — the percentage of patients who remain active in care over a defined period — benchmarked against a holdout or A/B control group. This controlled attribution methodology isolates the effect of adherence protocols from broader market trends or seasonal patterns.
The goal is a clear measurement of recovered patient revenue directly attributable to the system, not aggregate engagement scores that can mask underlying churn.
In its current pilot phase, Adherence OS does not require patient PHI. It operates on de-identified operational signals — behavioral patterns in appointment timing, refill cadence, and communication response rates — rather than clinical records. Clinics that are HIPAA-covered entities can engage without executing a Business Associate Agreement in standard pilot operation.
PHI-handling capabilities are planned for future phases as clinical integrations expand. This policy will be updated and clients notified prior to any such change.
// fit & access
Adherence operating systems deliver the highest value for recurring cash-pay healthcare clinics where patient continuation directly drives revenue — including membership-based care models, ongoing treatment programs, refill-driven prescriptions, hormone optimization, longevity, and concierge healthcare.
In these models, each patient who exits represents both immediate and compounding long-term revenue loss. Systematic intervention at adherence moments is a high-leverage operational capability — not a marketing activity.
The Adherence OS pilot is a structured 12-week engagement divided into three phases: Diagnose (Weeks 1–2), in which the patient journey is mapped and drop-off signals are identified; Deploy (Weeks 3–10), in which intervention protocols are launched across post-visit, refill, and recovery adherence moments; and Measure (Weeks 11–12), in which patient continuation lift versus a control group is assessed and a recovered revenue report is produced.
Adherence OS works with a limited number of recurring cash-pay clinics per cohort to maintain engagement quality and measurement integrity.
Ready to see where your patient revenue is leaking?
Healthcare has always had an adherence problem — patients stop, revenue quietly disappears, and most clinics discover it from a billing report months after the patient is already gone. Adherence Intelligence is the discipline of identifying and acting on disengagement signals before they become permanent exits: a systematic operational capability, not a campaign.
This page defines the category, what we've learned from building at scale, and how the operating system built around it works.
The Adherence Intelligence Thesis
Patient attrition is not random. It is measurable. Predictable. Recoverable.
Most clinics discover patient loss from a revenue report — after the exit is already permanent. Adherence Intelligence changes that.
// 01
Measurable
Patient disengagement leaves behavioral signals before it shows up in revenue. Missed refills, delayed follow-ups, and response patterns are measurable data points — if you have a system reading them.
// 02
Predictable
Patients exit at specific, identifiable moments in their care journey — moments that repeat across patient populations with enough regularity to act on. These moments are knowable, which means they're addressable before the exit becomes permanent.
// 03
Recoverable
Patients who lapse are not necessarily lost. With the right intervention at the right adherence moment, a meaningful portion return to care. That's the difference between permanent exit and recovered revenue — and it's the gap that most recurring healthcare clinics have no system to close.
What We've Learned
Built from real-world observation. Not from theory.
Adherence OS was built from years of hands-on experience designing and testing patient lifecycle programs. Across no-show recovery, early inactivity, and long-term lapse interventions, the same pattern repeated: disengagement is predictable, and the right intervention at the right moment protects recurring revenue and supports profitable growth.
Patients disengage at predictable adherence moments — not randomly.
Different lifecycle stages require different interventions.
Small improvements in patient continuation create meaningful downstream revenue.
Existing patients represent the largest untapped growth opportunity for most clinics.
They have patient data
EHR records, appointment history, lab results. But no system for reading behavioral signals within that data.
They have communication tools
Email platforms, SMS tools, reminder systems. But no intelligence layer telling them when, why, and how to use them.
They don't have a system
No way to connect behavioral signals to intervention logic to revenue measurement — in a single, structured, repeatable framework.
This is not a marketing problem. This is a revenue recovery problem.
Adherence Moments
Patients don't disengage randomly. They leave at predictable moments.
Identifying these moments — and responding to them systematically — is the entire premise of Adherence Intelligence.
01 // early_signal
Missed Follow-Up
The first critical indicator. A no-show or reschedule without rebooking is not a scheduling issue — it's disengagement beginning. Most clinics have no protocol here beyond a reminder. The intervention window is still wide open.
02 // exit_signal
Missed Refill
One of the earliest measurable exit signals. Without intervention at this exact moment, fewer than half of lapsed patients restart within a year. Most clinics discover this in the billing data — weeks too late.
03 // friction_onset
Early Inactivity
30–60 days in. Treatment is new and results are still uncertain. Cost hesitation and expectation gaps surface here — often without the patient saying anything. This is where silent disengagement begins for the largest cohort of leavers.
04 // silent_barrier
Cost Hesitation
Financial friction rarely surfaces directly. It shows up as avoidance — delayed appointments, unanswered messages, paused refills. Patients rarely say "this is too expensive." They just stop. Rarely spoken. Highly recoverable with the right framing.
05 // journey_risk
Treatment Plateau
Progress has slowed or stopped. Without proactive context-setting from the clinic, patients interpret a plateau as treatment failure — not as a normal stage in a longer therapeutic arc. This is one of the most preventable exits.
06 // silent_exit
Side Effect Concern
Unreported side effects are among the most common silent exit triggers. Patients stop before they say anything. A proactive check-in at this moment — framed around their experience, not their compliance — changes the outcome.
07 // recovery_window
Extended Inactivity
90 days out. The recovery window is narrowing. Patients at this stage have usually mentally exited the program. They need different messaging — re-establishing the case for care, re-anchoring the original goal, not a standard check-in reminder.
08 // reactivation
Long-Term Lapse
180+ days. Reactivation is harder — but well-documented as possible through targeted, barrier-specific intervention. These patients responded to care once. The right re-engagement approach, timed correctly, can bring a meaningful cohort back.
What You Get
The Adherence Intelligence Platform
A system — not a service. Not a tool you manage or staff internally.
01 // dashboard
Adherence Intelligence Dashboard
Visibility into where patient momentum breaks down across your full patient journey — and why it's happening at each stage.
02 // inference
Barrier Inference Engine
Identifies the likely behavioral reason behind each patient disengagement — not just that it happened, but why.
03 // intervention
Behavioral Intervention System
Targeted actions deployed at the right moment in the patient journey. Messaging channels are one intervention layer inside a larger system.
04 // measurement
Revenue Recovery Measurement
Controlled testing framework that ties patient continuation improvements directly to recovered revenue — not engagement scores.
Continuous Learning
Every intervention makes the next one smarter.
Adherence Intelligence compounds. It does not reset with every new patient.
Patient Behavior
↓
Adherence Intelligence
↓
Interventions
↓
Patient Outcomes
↓
More Behavioral Data
↓
Smarter Adherence Intelligence
↻ feeds back into patient behavior
This is what Adherence OS is built to do.
Run the numbers on your clinic or request an adherence audit to see where your patient momentum is breaking down.
Throughout my career, I have been drawn to one recurring question: why do people lose momentum?
Whether I was running my own business, improving customer retention, or designing patient lifecycle programs in enterprise healthcare, I kept seeing the same pattern.
Organizations invest enormous resources acquiring people. Very few truly understand why they quietly stop progressing.
Across my career I have consistently worked on problems involving customer retention, lifecycle marketing, recurring revenue, and long-term engagement.
Earlier in my career I built and operated my own restaurant business, where I learned firsthand that sustainable growth does not come from constantly finding new customers. It comes from creating experiences that bring people back.
Later I worked in membership and subscription businesses focused on customer retention and lifecycle marketing, learning how small improvements in engagement compound into meaningful business growth.
More recently, my work in enterprise healthcare has centered on lifecycle marketing: designing and analyzing patient retention initiatives, reactivation campaigns, appointment recovery strategies, and behavioral messaging experiments across a large patient population.
Across every role, one question kept resurfacing: why do people lose momentum? That question eventually became an obsession.
The Throughline
Entrepreneur
→
Customer Retention
→
Membership & Lifecycle Marketing
→
Enterprise Healthcare
→
Patient Adherence Research
→
Adherence Intelligence
→
Adherence OS
The Healthcare Gap
Healthcare has invested heavily in the infrastructure around a patient relationship:
Electronic Health Records
Scheduling Systems
Billing Platforms
CRM Systems
Patient Communication Tools
Marketing Automation
Yet one critical layer remains largely invisible: understanding where patients lose momentum after beginning treatment.
Many organizations know how many patients they acquire. Far fewer know where patients disengage, why they disengage, how much revenue disappears because of it, or which interventions actually improve adherence.
That realization became the foundation for Adherence OS.
"Healthcare has spent decades optimizing access to care. I believe the next decade will be about helping people stay in care."
— Dave Anthony Smith
Why Adherence OS Exists
Adherence OS was not created to send more emails. It was not created to replace CRMs or EHRs.
It was created to become the intelligence layer that helps healthcare organizations understand patient momentum. Detect where patients begin falling behind. Infer why it is happening. Intervene with the right response, at the right moment. Recover the revenue and the relationship.
The long-term vision is to make patient adherence measurable, predictable, and continuously improving.
What We're Learning
Adherence OS is not pretending to already know everything. This is an active area of research, and we are building the category as we learn.
Patient adherence across recurring healthcare
Revenue leakage throughout the patient lifecycle
GLP-1 and weight management retention
Men's health and hormone optimization adherence
Patient reactivation
Long-term patient engagement
Behavioral healthcare lifecycle optimization
Adherence benchmarking
This is knowledge we are building, not just software we are shipping.
What I've Learned
The Founding Principles of Adherence Intelligence
Acquisition gets patients in the door.
Adherence determines long-term value.
Patient engagement is activity.
Patient adherence is progress.
Every missed appointment tells a story.
Most organizations measure transactions.
Few measure patient momentum.
Healthcare doesn't need more communication.
It needs better intelligence.
Small improvements in adherence compound into meaningful patient outcomes and recurring revenue.
Looking Ahead
Healthcare has electronic health records. Healthcare has scheduling software. Healthcare has billing systems. Healthcare has communication platforms.
The next infrastructure layer is Adherence Intelligence. That is the future Adherence OS is building toward.
My Commitment
I do not believe healthcare needs more software for the sake of software. I believe healthcare needs better visibility into the patient journey, better decisions around patient engagement, and better systems for helping people stay on track.
My commitment is simple: continue studying patient adherence, continue sharing what we are learning, and continue helping healthcare organizations recover both patient outcomes and recurring revenue.
That is the mission behind Adherence OS.
Meet the Founder
Dave Anthony Smith
Dave Anthony Smith is the Founder of Adherence OS. His career has centered around one recurring challenge: helping organizations understand why people disengage, and how to help them continue making progress.
His experience spans entrepreneurship, customer retention, lifecycle marketing, and enterprise healthcare, where he has designed and optimized patient engagement and retention strategies through large-scale, data-driven experimentation.
Today, he is focused on defining the category of Adherence Intelligence, helping recurring healthcare organizations understand where patients lose momentum, why it happens, and how better intelligence can improve long-term patient outcomes and recurring revenue.
Every patient journey tells a story. Adherence OS exists to help healthcare understand it.
Ready to understand where patients are losing momentum?
no_phi · no_pii · response within one business day
Continue the Conversation
I'm actively researching patient adherence, lifecycle marketing, and the future of Adherence Intelligence. I regularly share what I'm learning with founders, operators, marketers, and healthcare leaders.
Connect with me on LinkedIn to follow the journey.
// context Adherence OS is a B2B SaaS platform. This policy covers data collected from clinic operators and website visitors — not from clinic patients. Our product is currently designed to operate without requiring any patient PHI or PII. This reflects our pilot-phase architecture and will change as the platform evolves beyond the pilot phase. This policy will be updated prior to any such changes.
1. Who We Are
Adherence OS provides behavioral intelligence software to recurring cash-pay healthcare clinics. We help operators understand patient continuation patterns using de-identified operational signals. We do not provide clinical services and are not a covered entity under HIPAA.
2. Information We Collect From You
Contact and outreach data. When you request early access, book a call, or contact us, we collect your name, email address, clinic name, and any information you voluntarily provide. This data is processed through Calendly and Beehiiv.
Website usage data. We collect standard analytics data — pages visited, time on site, referral source, browser type, and approximate location — to understand how visitors interact with adherenceos.com. This site is hosted on Netlify.
Pilot engagement data. During a paid pilot engagement, we may collect operational data provided by your clinic — such as anonymized appointment patterns, refill timing, and communication response rates. This data is used solely to deliver the adherence intelligence service.
3. What We Do Not Collect
Our product is architected to function without patient PHI or PII. We do not require — and our onboarding does not collect — patient names, dates of birth, diagnosis codes, insurance information, or any individually identifiable health information as defined under HIPAA. If a clinic inadvertently shares PHI, we will flag it and request removal.
This reflects our current pilot-phase architecture. As Adherence OS moves beyond the pilot phase, PHI handling will be introduced. This policy will be updated — and affected clients notified — before that occurs.
4. How We Use Your Information
We use contact data to respond to inquiries, conduct sales conversations, and send product updates to opted-in contacts. We use pilot engagement data exclusively to deliver the adherence intelligence service scoped to your engagement. We do not sell your information to third parties.
5. Third-Party Services
We use Calendly for scheduling, Beehiiv for early-access communications, and Netlify for website hosting. Each operates under its own privacy policy. We do not share patient-related data with any third party outside of your engagement scope.
6. Data Retention
Contact and inquiry data is retained for as long as necessary to manage our business relationship. Pilot engagement data is retained for the duration of the engagement and deleted within 90 days of engagement close, or upon written request.
7. California Privacy Rights (CCPA/CPRA)
California residents may request access to, correction of, or deletion of personal information we hold. We do not sell personal information. To exercise your rights, contact us at the address below.
This policy is provided for informational purposes. Consult qualified legal counsel for compliance advice specific to your situation.
← back to overview
// legal
Terms of Service
Effective: June 2026 · Adherence OS
// context Adherence OS is currently in a structured pilot phase. These terms govern access to and use of the Adherence OS platform and website.
1. Acceptance
By accessing adherenceos.com or entering a pilot engagement with Adherence OS, you agree to these terms. If you are entering an agreement on behalf of a clinic or organization, you represent that you have authority to bind that entity.
2. Description of Service
Adherence OS is a behavioral intelligence platform that helps recurring cash-pay healthcare clinics identify patient disengagement signals and support continuation-focused operations. The platform analyzes de-identified operational data — such as appointment patterns, refill timing, and communication response rates — to surface momentum signals and inform clinic workflows.
Adherence OS is an operational intelligence tool. It is not a medical device, clinical decision support system, or substitute for clinical judgment. Nothing in our platform or communications constitutes medical advice, diagnosis, or treatment recommendations.
The current platform operates on de-identified operational data and does not require patient PHI. This architecture reflects the pilot phase. As Adherence OS expands, data handling practices will evolve and these terms will be updated accordingly.
3. Pilot Engagements
Access to the Adherence OS platform is currently provided through structured 12-week pilot engagements. Specific terms — including scope, deliverables, payment, and data handling — are defined in a separate engagement agreement executed between Adherence OS and your clinic. In the event of conflict, the engagement agreement governs.
4. Acceptable Use
You agree not to: use the platform for any unlawful purpose; attempt to reverse engineer, copy, or redistribute any Adherence OS software or methodology; share access credentials with unauthorized parties; or use the platform in any way that could harm patients or violate applicable healthcare regulations.
5. Intellectual Property
All platform software, methodology, scoring models, intervention frameworks, and content produced by Adherence OS remain the exclusive property of Adherence OS. Your clinic retains ownership of all operational data you provide. Anonymized, aggregated learnings may be used to improve the platform.
6. No Warranty
The platform is provided "as is" during the pilot phase. Adherence OS makes no warranties, express or implied, regarding platform uptime, accuracy of outputs, or specific business outcomes. Patient continuation results depend on many factors outside our control.
7. Limitation of Liability
To the maximum extent permitted by applicable law, Adherence OS shall not be liable for any indirect, incidental, consequential, or punitive damages arising from your use of the platform. Our total liability in any engagement shall not exceed the fees paid in the three months preceding the claim.
8. Governing Law
These terms are governed by the laws of the State of Florida, without regard to conflict of law principles. Any disputes shall be resolved in the courts of Orange County, Florida.
9. Changes to These Terms
We may update these terms from time to time. Material changes will be communicated to active pilot clients. Continued use of the platform after changes constitutes acceptance.
This document is provided for informational purposes. Consult qualified legal counsel for advice specific to your situation.
← back to overview
// security
Security
Current as of June 2026 · Adherence OS
// architecture_principle · pilot_phase The most secure approach to patient data is not collecting it. Adherence OS currently operates without PHI or PII — this is a deliberate pilot-phase architecture. As the platform evolves beyond the pilot phase, PHI handling will be introduced and this documentation will be updated to reflect the expanded security posture.
PHI-Free by Design
Adherence OS is architected to deliver adherence intelligence without requiring access to protected health information. Our onboarding process does not collect patient names, identifiers, dates of birth, diagnosis codes, or any data element that would constitute PHI under HIPAA. This design choice is intentional: it eliminates the most significant compliance and security risk category before a single line of code runs.
Clinics that are covered entities under HIPAA can engage with Adherence OS without executing a Business Associate Agreement, because our product does not receive or process PHI in standard operation. If your compliance team requires written confirmation of this architecture, contact us directly.
This is a pilot-phase architecture. Adherence OS intends to introduce PHI-handling capabilities in a future phase. When that occurs, this documentation will be updated, a formal Business Associate Agreement template will be made available, and the relevant HIPAA technical and administrative safeguards will be documented in full.
What Data We Do Handle
During a pilot engagement, we work with operational and behavioral signals provided by your clinic — such as anonymized appointment cadence, refill timing patterns, and communication response rates. This data is used exclusively to generate adherence intelligence outputs for your clinic. It is not combined with data from other clinics, sold, or used for any purpose outside your engagement scope.
Infrastructure and Transmission Security
The Adherence OS website is hosted on Netlify, which provides TLS encryption for all data in transit, DDoS protection, and infrastructure managed to SOC 2 standards. All communications between clients and Adherence OS are conducted over encrypted channels. We do not operate unsecured data collection endpoints.
Access Controls
Access to any engagement data is limited to Adherence OS personnel directly involved in that engagement. We do not use shared credentials. Engagement data is segmented by client and is not accessible across accounts.
Data Retention and Deletion
Pilot engagement data is retained for the duration of the engagement and for a period not exceeding 90 days following engagement close, after which it is deleted. Clients may request earlier deletion at any time by contacting us in writing. We will confirm deletion within 30 days of request.
Incident Response
In the unlikely event of a security incident involving clinic-provided data, we will notify affected clients within 72 hours of becoming aware of the incident, provide a written summary of what occurred and what data may have been affected, and cooperate fully with any reasonable investigation.
Vulnerability Disclosure
If you discover a potential security vulnerability in adherenceos.com or any Adherence OS system, please contact us at compliance@adherenceos.com before public disclosure. We are committed to investigating and addressing valid reports promptly.
