Terms of Service

01 Who we are and scope

Jose Blanco Rosado Sales & Marketing is a sales and marketing consulting business based in Puerto Rico. These terms apply to the clinic, practice or company that subscribes (the “Customer”) and to every person who uses the services on its behalf.

If the Customer signed a written contract or proposal with us, that document prevails over these terms where they differ.

02 Acceptance

The Customer accepts these terms by checking the acceptance box when subscribing, by paying for the subscription or by using the services. The person accepting represents that they are at least 18 years old and authorized to bind the Customer.

03 The services

• Portal: a private referral portal with the physician directory, each prospect’s status, visit reports and the monthly report.
• Portal + Refiere: the Portal plus the Refiere app, which the Customer’s team uses to plan and report physician visits.
• Google Leads (optional): physician and office search based on public Google Maps data.
• Onboarding: account setup, a check that everything works, and team training. In Puerto Rico it includes a visit to the practice; outside Puerto Rico it is done by video call.

In-person physician visits by JBR or JBR promoters are offered only in Puerto Rico and are quoted separately. Websites and other platforms are contracted under a separate proposal.

04 Prices

Current prices, in US dollars, are published on the subscription page and confirmed before payment. We may change prices with at least 30 days’ notice by email; the change applies from the next billing period, and the Customer may cancel before it takes effect.

05 Account and users

• The account manager administers the practice’s users and is responsible for their use.
• Each user must have their own access; passwords are not shared.
• The Customer will tell us immediately if it suspects unauthorized access. We may suspend an access to protect the account.
• One account is for a single practice or organization.

06 Billing and payment

• Payments are processed by Stripe. The subscription is charged monthly in advance, on the date the Customer subscribed.
• The first charge includes the onboarding fee.
• By subscribing, the Customer authorizes recurring charges to the payment method on file until it cancels.
• Applicable taxes are added (for example, Puerto Rico IVU or the sales tax of the Customer’s state).
• Invoices and receipts are sent by email and can be viewed in the portal.

07 Late payments

If a charge fails, Stripe retries it and we send a reminder. If the invoice is still unpaid 7 days after its due date, we pause the practice’s access. Pausing deletes nothing: access is restored as soon as the invoice is paid. If the account remains paused for 90 days, it is treated as cancelled and section 11 applies.

08 Cancellation

The Customer may cancel at any time with no penalty, from its account or by writing to info@joseblancorosado.com. Cancellation takes effect at the end of the period already paid: access continues until that date and no further charges are made. Cancelling the Leads add-on does not cancel the main subscription.

09 Refunds

• Monthly fees: months already paid and partial months are not refunded, including the Leads add-on.
• Onboarding: if the Customer cancels before the onboarding visit or video call, the onboarding fee is refunded in full. Once onboarding has taken place, it is non-refundable.
• Billing errors: anything we charge in error is refunded.

Nothing above limits any rights the law grants the Customer.

10 Customer data

The data the Customer enters (physicians, visits, notes, referrals and reports) belongs to the Customer. We use it only to provide the service, as described in the Privacy Policy, and we do not sell it.

11 Export and deletion after cancellation

During the subscription and for 90 days after cancellation, the Customer may request a copy of its data in Excel or CSV. After 90 days, we delete the data from our active systems; backups are deleted in their normal rotation.

12 Patient information

The services are not designed to store protected health information (PHI). The Customer agrees not to enter patient names, dates of birth, record numbers, diagnoses or other data that identifies a patient; referrals are recorded only as counts. The app warns when a note appears to contain patient data. JBR does not sign business associate agreements (BAAs) as part of these services.

13 Referral laws

The services help organize visits and measure referrals. Their price is fixed and never depends on the number or value of referrals. The Customer is responsible for complying with the federal Anti-Kickback Statute, the Stark Law and the laws of Puerto Rico and its state, and will not offer anything of value to physicians in exchange for referrals. JBR does not guarantee any number of referrals or any result.

14 Acceptable use

The Customer will not use the services to:

• carry out illegal or deceptive activities;
• send emails, messages or calls without consent, in violation of CAN-SPAM, the TCPA or other laws;
• copy, resell or reverse-engineer the software, or extract data automatically;
• upload malicious code or try to access other people’s accounts;
• use Google Maps data outside the app or against Google’s terms.

15 Availability and support

We work to keep the services available at all times, but we do not guarantee they will run without interruptions or errors. We may perform maintenance and improvements, and we will give advance notice of significant changes. Support is provided by email, phone or WhatsApp, in English or Spanish, during Puerto Rico business hours.

16 Intellectual property

The software, design and the Refiere and Jose Blanco Rosado Sales & Marketing brands belong to JBR. While the subscription is active, the Customer has a limited, non-exclusive, non-transferable license to use them in its practice. We may use the Customer’s suggestions to improve the services.

17 Warranties and liability

The services are provided “as is”, with no guarantee of results. To the extent the law allows:

• JBR is not liable for indirect damages, lost revenue or lost opportunities;
• JBR’s total liability is limited to what the Customer paid in the 3 months before the claim.

18 Indemnification

The Customer will hold JBR harmless from third-party claims caused by misuse of the services, by entering patient information contrary to section 12, or by referral practices contrary to law.

19 Suspension or termination by JBR

We may suspend or terminate an account for breach of these terms, for non-payment (section 7) or to protect the services or other people, with notice when possible. If we decide to stop offering a service, we will give at least 30 days’ notice and refund any prepaid, unused portion.

20 Changes to these terms

We may update these terms. We will publish the new version on this page with its date. If the change is material, we will notify the Customer by email at least 30 days in advance. If the Customer does not agree, it may cancel before the change takes effect.

21 Governing law and disputes

These terms are governed by the laws of Puerto Rico and applicable federal law. Before going to court, the parties will try in good faith to resolve any dispute for 30 days. If it is not resolved, it will be heard by the courts with jurisdiction in Puerto Rico.

22 Language

These terms are available in Spanish and English. If the two versions differ, the Spanish version prevails.

23 Other provisions

• These terms, the Privacy Policy and what is confirmed at subscription are the entire agreement between the parties on these services.
• If any part is invalid, the rest remains in effect.
• Not exercising a right does not waive it.
• The Customer may not assign its account without our written consent.
• Neither party is liable for delays caused by events beyond its control, such as hurricanes or widespread power outages.
• Notices are sent by email: ours to the account email; the Customer’s to info@joseblancorosado.com.

24 Contact

Jose Blanco Rosado Sales & Marketing
Puerto Rico
Email: info@joseblancorosado.com
Phone: 787-526-2886
Website: joseblancorosado.com