Terms of Service

​Engagement of Services

The client (“Client”) has retained, or seeks to retain, CarePlan Solutions Inc. (“CarePlan”) to provide professional consulting, administrative, claims management, medical billing, and related support services (the “Services”) as set out in a separate written agreement, proposal, fee schedule, subscription plan, or statement of work (collectively, the “Service Agreement”).

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Acceptance of These Terms

These Terms of Service (“Terms”) govern all Services provided by CarePlan. By engaging CarePlan, accessing CarePlan’s website, or accepting Services, Client agrees to be bound by these Terms. If Client does not agree to these Terms, Client must immediately discontinue use of the Services.

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Changes to These Terms

CarePlan may update these Terms, its fees, or the scope of Services from time to time. Any material changes will be provided with at least 30 days’ prior written notice, which may be delivered via email or posted on CarePlan’s website. Continued use of the Services after the effective date of any change constitutes acceptance of the revised Terms.

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No Legal, Medical, or Fiduciary Relationship

CarePlan does not provide legal advice, medical advice, or accounting advice. Engagement of CarePlan does not create a solicitor-client, physician-patient, or fiduciary relationship unless expressly stated in writing and permitted by law. CarePlan’s Services are administrative, strategic, and operational in nature and are intended to support, but not replace, the professional judgment of legal counsel, healthcare providers, insurers, or regulators.

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Formation and Termination of Client Relationship

A service relationship between CarePlan and Client is formed when one or more of the following occurs:

1. A written Service Agreement is executed by both parties; or

2. Client submits payment for Services.

The relationship terminates upon cancellation or completion of Services, subject to Client’s obligation to pay all accrued fees and expenses.

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Description of Client

If Client is an individual, Services are provided solely to that individual. If Client is a corporation or other legal entity, Services are provided to the entity only and not to its directors, officers, shareholders, employees, or affiliates in their individual capacities.

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Right to Decline or Discontinue Services

CarePlan reserves the right, in its sole discretion, to decline or discontinue Services at any time, including due to conflicts, non-payment, regulatory concerns, or operational limitations. Reasonable notice will be provided where practicable.

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Use of Website and Materials

Client may temporarily store website materials in browser cache or RAM for viewing purposes.

Client may print or download a reasonable number of pages for personal or internal business use only, provided such materials are not reproduced, distributed, or modified without CarePlan’s written consent.

Any downloadable applications or tools are provided subject to applicable end-user licence terms.

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Client Responsibilities

Client agrees to:

• Provide complete, accurate, and timely information relevant to the Services

• Communicate honestly and promptly

• Maintain up-to-date contact and billing information

• Comply with all applicable laws and regulations

• Not share proprietary or confidential materials provided by CarePlan

• Pay all fees and expenses in accordance with agreed terms

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Fees & Payment Terms

Hourly Fees

Certain Services may be billed hourly at rates set out in a Fee Schedule or Service Agreement. Hourly Services are billed in quarter-hour increments and are payable within 30 days of invoice issuance.

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Subscription Fees

Subscription-based Services are billed monthly at the agreed rate and are payable within 30 days of invoice issuance.

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Flat Fees

Flat-fee Services are deemed earned when the Service or deliverable is substantially complete. Payment is due within 30 days of invoice issuance.

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Out-of-Pocket Expenses

Client agrees to reimburse reasonable out-of-pocket expenses incurred in connection with the Services, including travel, courier services, registration fees, or third-party costs. Significant expenses may be required to be prepaid.

Travel Expenses

Where travel is required, CarePlan may charged at CarePlan’s standard rates as outlined in the Terms of Agreement, where applicable.

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Use of Subcontractors and Associated Professionals

CarePlan may engage subcontractors, consultants, or affiliated professionals (“Associated Professionals”) to deliver Services. CarePlan remains responsible for oversight and quality of Services. Fee allocations with Associated Professionals do not affect Client’s total fees.

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Automatic Payments

If Client authorizes automatic payments (credit card or electronic transfer), CarePlan will provide reasonable advance notice before processing payment. Clients are encouraged to review invoices promptly.

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Refunds

Unearned prepaid fees, if any, will be refunded to Client. Refunds will be issued to Client regardless of the original payer.

Delinquent Accounts

CarePlan may:

• Suspend Services for non-payment

• Apply available credits to outstanding balances

• Charge interest at the maximum rate permitted under applicable British Columbia law

• Recover reasonable collection costs

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Communications & Security

Client consents to communication via email, phone, text, or digital platforms. Client acknowledges that not all communication methods are secure, and CarePlan is not liable for unauthorized third-party interception beyond its reasonable control.

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Cybersecurity Notice

Clients should never rely solely on emailed payment instructions. CarePlan is not responsible for losses resulting from fraudulent transfers that were not independently verified.

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Confidentiality

CarePlan will maintain confidentiality of Client information in accordance with applicable privacy laws. This obligation does not prevent CarePlan from identifying Client relationships for general marketing purposes unless otherwise agreed in writing.

Cancellation

Client may cancel Services at any time by written notice. Client remains responsible for all accrued fees and expenses. Subscription Services may be cancelled on a pro-rated basis unless otherwise stated in writing.

Governing Law

These Terms are governed by the laws of the Province of British Columbia and the laws of Canada applicable therein.

Entire Agreement

These Terms, together with any applicable Service Agreement or Fee Schedule, constitute the entire agreement between CarePlan and Client and supersede all prior discussions or understandings.

No Waiver

Failure to enforce any provision does not constitute a waiver of that provision or any other provision.

Severability

If any provision of these Terms is found unenforceable, the remaining provisions will continue in full force and effect.

Independent Advice

Client acknowledges the right to seek independent legal, accounting, or professional advice prior to accepting these Terms.