Notice of Privacy Practices

Your Information. Your Rights. Our Responsibilities.

CH Medical CA, P.C., Charlie Health Medical, P.A., CH Medical NJ, P.C., Charlie Health, Inc., and Charlie Health Inc.’s wholly owned subsidiaries (collectively “Charlie Health", “we”, “us” “our”) make up an organized health care arrangement.  Charlie Health is a clinically integrated care setting in which our members receive health care from more than one health care provider. In addition, we are an organized health care system that jointly participates in numerous activities including quality assessment and improvement activities.  The list of entities making up such organized health care arrangements may be updated from time to time.  Charlie Health respects and is committed to protecting the privacy of your medical information. In performing its services, Charlie Health will receive, create, and disclose your protected health information (‘PHI’). Charlie Health is required by law to maintain the privacy and security of your PHI and to provide you with notice of our legal duties and privacy practices with respect to your PHI. For information about our collection, use, and disclosure of personal information other than PHI, please see our privacy policy at and the privacy policies posted on the websites of the affiliates listed above.  This notice describes how medical information about you may be used and disclosed and how you can get access to this information.  Please review it carefully.



When it comes to your health information, you have certain rights.

This section explains your rights and some of our responsibilities to help you.

Get an electronic or paper copy of your medical record:

     • You can ask to see or get an electronic or paper copy of your medical record and other health         information we have about you. Ask us how to do this.

     • We will provide a copy or a summary of your health information, usually within 30 days of your         request. We may charge a reasonable, cost-based fee.

     • Ask us to correct your medical record

     • You can ask us to correct health information about you that you think is incorrect or         incomplete. Ask us how to do this.

     • We may say “no” to your request, but we’ll tell you why in writing within 60 days.

Request confidential communications:

     • You can ask us to contact you in a specific way (for example, home or office phone) or to send        mail to a different address.

     • We will say “yes” to all reasonable requests.

Ask us to limit what we use or share:

     • You can ask us not to use or share certain health information for treatment, payment, or our        operations.

     • We are not required to agree to your request, and we may say “no” if it would affect your care.

     • If you pay for a service or health care item out- of-pocket in full, you can ask us not to share        that information for the purpose of payment or our operations with your health insurer.

     • We will say “yes” unless a law requires us to share that information.


Get a list of those with whom we’ve shared information:

     • You can ask for a list (accounting) of the times we’ve shared your health information for six years prior to the date you ask, who we shared it with, and why.

     • We will include all the disclosures except for those about treatment, payment, and health care         operations, and certain other disclosures (such as any you asked us to make). We’ll provide         one accounting a year for free but will charge a reasonable, cost-based fee if you ask for         another one within 12 months.

Get a copy of this privacy notice:

     • You can ask for a paper copy of this notice at any time, even if you have agreed to receive the         notice electronically. We will provide you with a paper copy promptly.


Choose someone to act for you:

     • If you have given someone medical power of attorney or if someone is your legal guardian, that        person can exercise your rights and make choices about your health information.

     • We will make sure the person has this authority and can act for you before we take any action.

File a complaint if you feel your rights are violated:

    • You can complain if you feel we have violated your rights by contacting us using the        information on the back page.

     • You can file a complaint with the U.S. Department of Health and Human Services Office for        Civil Rights by sending a letter to 200 Independence Avenue, S.W., Washington, D.C. 20201,        calling 1-877-696- 6775, or visiting

     • We will not retaliate against you for filing a complaint.



For certain health information, you can tell us your choices about what we share. If you have a clear preference for how we share your information in the situations described below, talk to us. Tell us what you want us to do, and we will follow your instructions.

In these cases, you have both the right and choice to tell us to:

     • Share information with your family, close friends, or others involved in your care

     • Share information in a disaster relief situation

     • Include your information in a hospital directory

If you are not able to tell us your preference, for example if you are unconscious, we may go ahead and share your information if we believe it is in your best interest. We may also share your information when needed to lessen a serious and imminent threat to health or safety.

In these cases, we never share your information unless you give us written permission:

     • Marketing purposes

     • Sale of your information

     • Most sharing of psychotherapy notes

In the case of fundraising:

     • We may contact you for fundraising efforts, but you can tell us not to contact you again.



How do we typically use or share your health information?

We typically use or share your health information in the following ways.

Treat you:

     • We can use your health information and share it with other professionals who are treating you.

Example: A doctor treating you for an injury asks another doctor about your overall health condition.

Run our organization:

     • We can use and share your health information to run our practice, improve your care, and        contact you when necessary.

Example: We use health information about you to manage your treatment and services.

Bill for your services:

     • We can use and share your health information to bill and get payment from health plans or         other entities.


Example: We give information about you to your health insurance plan so it will pay for your services.

How else can we use or share your health information?

We are allowed or required to share your information in other ways – usually in ways that contribute to the public good, such as public health and research. We have to meet many conditions in the law before we can share your information for these purposes. For more information see:

Help with public health and safety issues:

     • We can share health information about you for certain situations such as:

     • Preventing disease

     • Helping with product recalls

     • Reporting adverse reactions to medications

     • Reporting suspected abuse, neglect, or domestic violence

     • Preventing or reducing a serious threat to anyone’s health or safety

Do research:

     • We can use or share your information for health research.

Comply with the law:

     • We will share information about you if state or federal laws require it, including with the         Department of Health and Human Services if it wants to see that we’re complying with federal          privacy law.


Respond to organ and tissue donation requests:

     • We can share health information about you with organ procurement organizations.


Work with a medical examiner or funeral director:

     • We can share health information with a coroner, medical examiner, or funeral director when an         individual dies.

Address workers’ compensation, law enforcement, and other government requests:

     • We can use or share health information about you:

     • For workers’ compensation claims

     • For law enforcement purposes or with a law enforcement official

     • With health oversight agencies for activities authorized by law

     • For special government functions such as military, national security, and presidential protective services

Respond to lawsuits and legal actions:

     • We can share health information about you in response to a court or administrative order, or in response to a subpoena.

Charlie Health shall grant access to records to residents who request them in compliance with established standards and state laws and when such access is in the best interest of the resident.

In order to request access to files:

     1. Submit a written request to

     2. The request will be reviewed by the appropriate staff and the Clinical Director.

     3. An appointment will be made with a counselor to review the record, whenever possible.

     4. If appropriate and in compliance with established standards and state laws, a copy of the          clinical record will be provided within the state required time frames (usually between 14 and          30 days) of the date of the approval of the written request.

     5. This procedure may be subject to a small fee if copies are requested.  You will be informed of          the exact fee prior to being charged.



     • We are required by law to maintain the privacy and security of your protected health         information.

     • We will let you know promptly if a breach occurs that may have compromised the privacy or         security of your information.

     • We must follow the duties and privacy practices described in this notice and give you a copy         of it.

     • We will not use or share your information other than as described here unless you tell us we        can in writing. If you tell us we can, you may change your mind at any time. Let us know in        writing if you change your mind.

For more information see:

Changes to the Terms of This Notice: We can change the terms of this notice, and the changes will apply to all information we have about you. The new notice will be available upon request, in our office, and on our website.

This Notice of Privacy Practices applies to the following organizations:

Charlie Health



233 E. Main St. #401

Bozeman, MT 59715


Privacy Officer:

Ellen Broxmeyer

ph.: 866-491-5196

Effective date: August 23, 2022