1. Who We Are and What We Do
Physician Life Care Planning, LLC (“PLCP,” “we,” or “us”) is a physician-driven professional services company that prepares life care plans for individuals who have suffered catastrophic or serious injuries. A life care plan is a comprehensive, medically-grounded assessment of a person’s future healthcare needs, therapies, equipment, and the associated costs over their remaining life expectancy.
We work primarily with personal injury law firms who engage us on behalf of their clients. Our clinical team — which includes physicians, nurse consultants, and life care planning specialists — reviews medical records, conducts assessments, and prepares life care plan reports that may be used in litigation, settlement negotiations, or trial. In some cases, a PLCP physician may also serve as an expert witness.
This Privacy Policy covers the professional services PLCP provides, as well as this website. It explains what personal information we collect, why we collect it, who we share it with, and what rights you have. It applies whether you are an attorney or law firm staff member who engages our services (“Clients” or “you”), or someone whose medical information is reviewed as part of a life care plan (a “Subject” or “claimant”).
PLCP’s subsidiary, Periscope Software, LLC (“Periscope”), operates an independent technology platform, called Previdi, that some Clients may use to submit records and request life care plans. That platform is governed by its own privacy policy, available at www.previdi.io.
2. How Your Information Gets to Us
Personal information reaches us in several ways:
- From a law firm — When an attorney or legal staff member provides us with medical Records, case materials, and related documentation (collectively, “Records”) for life care plan preparation. Records may be submitted directly to PLCP via secure upload, mail, or email.
- Through the Periscope platform — Some law firms submit Records and request life care plans through the Periscope platform. When this occurs, Records are securely transferred from Periscope’s platform to PLCP’s internal systems for plan preparation.
- From medical providers or other sources — With appropriate authorization, we may obtain additional medical Records directly from healthcare providers or facilities to supplement the materials provided by the law firm or attorney.
- From you directly — If you contact us through our website, by phone, or by email.
- From our website — If you visit our website, we collect limited technical information through cookies (see Section 7).
If you are a Subject whose medical Records were provided to us by a law firm or attorney, they have decided what information to share with us and why. Under applicable privacy laws, the law firm is the “business” or “controller” of that data. PLCP processes it to prepare the life care plan the firm requested, acting as a “service provider” or “processor” (as those terms are used in the California Consumer Privacy Act, as amended by the California Privacy Rights Act, Cal. Civ. Code § 1798.100 et seq., or “CPRA”).
PLCP qualifies as a covered entity under the Texas Medical Records Privacy Act, Tex. Health & Safety Code Chapter 181, as amended by House Bill 300 (collectively, “TMRPA”) to the extent we assemble, collect, analyze, evaluate, store, or transmit protected health information of Texas residents. We comply with all applicable TMRPA requirements, including employee training, breach notification, and restrictions on the use and disclosure of protected health information.
Because PLCP provides professional services to personal injury attorneys who have been given medical Records by their clients, rather than to healthcare providers or health plans, the information we receive is generally not subject to the provisions of the Health Insurance Portability and Accountability Act of 1996 and its implementing regulations at 45 C.F.R. Parts 160 and 164 (collectively, “HIPAA”). In a typical engagement, the Subject’s attorney receives Records directly from their own client on a voluntary basis. Because neither the attorney nor PLCP is a HIPAA covered entity or business associate in this flow, no Business Associate Agreement is required. Attorney-client privilege provides additional confidentiality protection over those Records. The HIPAA analysis is independent of TMRPA: under Texas law, both the retaining attorney and PLCP qualify as covered entities to the extent they assemble, collect, analyze, evaluate, store, or transmit protected health information of Texas residents, and TMRPA’s obligations apply to PLCP regardless of how the Records reach us.
3. What Information We Collect
| What We Collect | What That Includes |
| Client Contact Information | Attorney name, firm name, email, phone number, mailing address |
| Subject Medical Records | Medical records, diagnostic imaging reports, physician notes, hospital records, rehabilitation records, and related clinical documentation |
| Subject Personal Information | Name, date of birth, injury details, functional limitations, treatment history, medications, and other information relevant to life care plan preparation |
| Life Care Plan Work Product | Clinical assessments, physician opinions, cost projections, life expectancy analyses, and the completed life care plan report |
| Engagement Records | Engagement agreements, correspondence, invoices, and payment records |
| Website Visitor Data | IP address, browser type, pages viewed, and cookies used for site functionality (see Section 7) |
4. How We Use Your Information
We use the information we collect to:
- Prepare life care plans, including reviewing medical Records, conducting clinical assessments, and developing future care cost projections;
- Communicate with law firms about engagement status, plan preparation, and deliverables;
- Support expert testimony or deposition preparation when a PLCP physician is retained as an expert witness;
- Process payments and manage engagement Records;
- Improve our services using aggregated, de-identified data (such as understanding trends in injury types or treatment costs across our practice);
- Meet our legal, regulatory, and professional obligations; and
- Operate and maintain our website.
We do not use Subject Records for marketing, advertising, or any purpose, other than preparing the life care plan and related professional services the law firm has requested.
5. Who We Share Your Information With
We do not sell personal information. We share it only in the following circumstances:
- The retaining law firm — We deliver the completed life care plan and supporting materials to the law firm that engaged us.
- PLCP clinical team members — Physicians, nurse consultants, and life care planning specialists within PLCP who are involved in preparing the life care plan or other services. All PLCP personnel are subject to confidentiality obligations and receive privacy training as required by TMRPA.
- Service providers — Companies that support our operations, such as secure document storage, IT infrastructure, and payment processing. They may only use your information to perform services for us under written contracts which protect confidentiality and restrict any further use of your information.
- Courts and legal proceedings — When a PLCP physician provides expert testimony, portions of the life care plan and underlying data may be disclosed as part of the litigation process, for example: in discovery requests, depositions, hearings, or at trial.
- When required by law — In response to a valid court order, subpoena, regulatory inquiry, or other legal obligation.
- Business transfers — If PLCP is acquired by, or merges with another entity, your information may transfer to a successor organization as part of that transaction. If that occurs, the successor organization will be subject to the same legal requirements regarding protected medical information as PLCP. We will provide advance notice to affected Clients.
- With permission — For any other purpose, only with explicit consent from our Client or, where applicable, the Subject.
6. How Long We Keep Your Information
Because our work product may be used in litigation that spans several years, and because we carry professional liability obligations tied to the medical opinions our physicians provide, our retention periods reflect these realities:
- Subject Records — Retained for the duration of the engagement plus a minimum of seven (7) years following delivery of the life care plan, or longer if required by applicable professional liability statutes of limitation, regulatory requirements, or the terms of the engagement agreement. If the retaining law firm requests earlier deletion, we will accommodate that request to the extent permitted by our legal and professional obligations.
- Life care plan work product — Retained for the same period as Subject Records, as the plan and the underlying Records are linked for professional liability purposes.
- Client contact and engagement records — Retained for the duration of the engagement plus seven (7) years for tax, financial reporting, and professional record-keeping purposes.
- De-identified data — We may retain aggregated, de-identified data derived from our life care planning work for research, benchmarking, and service improvement. This data cannot be used to identify any individual or Subject.
- Website visitor data — Retained in aggregated form for up to twenty-four (24) months.
7. Cookies and Our Website
Our website uses cookies to provide basic functionality and to understand how visitors use the site. We do not use advertising or behavioral tracking cookies, and we do not track you across other websites.
You can manage cookies through your browser settings. Because our website is primarily informational, disabling cookies should not significantly affect your experience.
8. How We Protect Your Information
We take the security of medical Records and personal information seriously. Our safeguards include encryption of data in transit and at rest, access limited to authorized clinical and administrative personnel, secure document storage and transmission, regular security assessments, employee privacy training as required by TMRPA, and incident response procedures.
When Records are submitted through the Periscope platform, the transfer to PLCP’s internal systems is conducted using secure methods consistent with these same standards.
No system can guarantee absolute security, but we work to meet or exceed industry standards for protecting the sensitive information entrusted to us.
9. Your Rights
Depending on where you live, you may have the right to:
- Know what personal information we hold about you;
- Request deletion of your personal information;
- Request correction of inaccurate information;
- Opt-out of the sale of personal information (we do not sell personal information); or
- Not be treated differently for exercising any of these rights.
These rights are provided under privacy laws in California (CPRA), Virginia (VCDPA), Colorado (CPA), Connecticut (CTDPA), Texas (TDPSA), and other local, state, and Federal applicable privacy legislation. We extend these core rights to all individuals regardless of location.
To submit a request: Email privacy@physicianlcp.com or write to us at the address below. We will verify your identity and respond within 45 days (or up to an additional 45 days where reasonably necessary, with notice to you) (or as otherwise required by applicable law).
If you are a Subject or claimant: Your law firm is the controller of the case information provided to us. Requests regarding that information should be directed to your attorney. We will work with the firm to fulfill any valid privacy request.
Important note on deletion requests: Because our life care plan work product and underlying Records may be subject to professional liability retention requirements, we may not be able to delete all Records immediately upon request. We will explain any such limitations when responding to your request.
10. Privacy of Minors
Our professional services are engaged by licensed attorneys and authorized law firm personnel. We do not knowingly collect personal information directly from anyone under the age of 18, unless that person is a Subject; in those instances, the child’s information is provided to us by the retaining law firm with appropriate legal authority, and we process it solely for the purpose of preparing the life care plan as requested by the minor’s legal representatives. If you believe that we have received information about a minor in error, please contact us and we will delete it promptly.
11. Changes to This Policy
We may update this Privacy Policy from time to time. When we do, we will post the revised version on our website and clearly update the effective date of the Privacy Policy. For material changes that affect how we handle Subject medical Records, we will notify active Clients by email at least 30 days before those changes take effect.
12. Contact Us
If you have questions about this Privacy Policy or wish to exercise your privacy rights:
Physician Life Care Planning, LLC
Attn: Privacy
12707 Silicon Dr, Ste 150
San Antonio, TX 78249
Email: privacy@physicianlcp.com
Phone: 210-501-0995