BUSINESS ASSOCIATE AGREEMENT This Business Associate Agreement ("Agreement") is entered into as of the date last signed below ("Effective Date") between: COVERED ENTITY: Organization Name: _______________________________________ Address: _________________________________________________ Authorized Representative: ________________________________ Title: ___________________________________________________ ("Covered Entity") BUSINESS ASSOCIATE: Organization Name: CaseFlow (operated by Polsia, Inc.) Address: 548 Market St, San Francisco, CA 94105 Authorized Representative: Compliance Officer ("Business Associate") RECITALS Covered Entity is a Covered Entity or Business Associate subject to the Health Insurance Portability and Accountability Act of 1996 ("HIPAA"), as amended by the Health Information Technology for Economic and Clinical Health (HITECH) Act. Business Associate provides certain services to Covered Entity that may involve the creation, receipt, maintenance, or transmission of Protected Health Information ("PHI"). This Agreement establishes the permitted and required uses and disclosures of PHI by Business Associate. 1. DEFINITIONS "PHI" means Protected Health Information as defined in 45 C.F.R. § 160.103. "Security Rule" means the HIPAA Security Standards at 45 C.F.R. Parts 160 and 164. "Breach" means the acquisition, access, use, or disclosure of PHI in a manner not permitted under the Privacy Rule. 2. OBLIGATIONS OF BUSINESS ASSOCIATE Business Associate agrees to: (a) Use or disclose PHI only as permitted or required by this Agreement or required by law; (b) Implement appropriate administrative, physical, and technical safeguards to protect the confidentiality, integrity, and availability of PHI; (c) Report to Covered Entity any Breach of Unsecured PHI without unreasonable delay, and no later than 60 days following discovery; (d) Notify Covered Entity of any Security Incident (as defined in 45 C.F.R. § 164.304) without unreasonable delay; (e) Make its internal practices, books, and records available to the Secretary of HHS for purposes of determining compliance; (f) Upon termination, return or destroy all PHI and retain no copies. 3. PERMITTED USES AND DISCLOSURES Business Associate may use and disclose PHI as necessary to perform services under the underlying service agreement, including: - Sending appointment reminders and scheduling communications to patients via SMS and email on behalf of Covered Entity; - Auto-fill waitlist matching using anonymized scheduling metadata; - De-identified analytics and quality improvement. Business Associate shall not use PHI for marketing, sale, or any purpose incompatible with the Covered Entity's treatment, payment, or operations. 4. MINIMUM NECESSARY Business Associate shall request, use, and disclose only the minimum necessary PHI to accomplish the intended purpose. 5. SUBCONTRACTORS Business Associate uses the following subprocessors that may handle PHI: - Twilio Inc. (SMS delivery) — BAA on file - Postmark / Wildbit LLC (transactional email) — BAA on file - Render Services, Inc. (cloud hosting / compute) — BAA on file Business Associate shall ensure each subprocessor is subject to equivalent obligations as those imposed on Business Associate under this Agreement. 6. INDIVIDUAL RIGHTS Business Associate agrees to support Covered Entity in meeting individuals' rights to access, amend, and receive an accounting of disclosures of their PHI. 7. BREACH NOTIFICATION In the event of a Breach: - Business Associate will notify Covered Entity within 72 hours of discovery; - Notice will include: nature of PHI involved, individuals affected, description of what occurred, mitigation steps taken; - Business Associate will cooperate fully with notification to affected individuals and HHS as required. 8. TERM AND TERMINATION This Agreement is effective as of the Effective Date and continues until the underlying service agreement terminates. Either party may terminate for material breach upon 30 days written notice if breach is not cured. 9. MISCELLANEOUS This Agreement is governed by federal HIPAA regulations and the laws of the State of California. It supersedes any prior BAA between the parties. IN WITNESS WHEREOF, the parties have executed this Agreement as of the dates indicated below. COVERED ENTITY: Signature: ___________________________ Date: ___________ Name: _______________________________ Title: ______________________________ BUSINESS ASSOCIATE (CaseFlow / Polsia, Inc.): Signature: ___________________________ Date: ___________ Name: Compliance Officer Title: VP, Operations --- For questions or to initiate counter-signature, contact: hipaa@surgeoncaseflow.com