Effective Date: 01/01/2026
These Terms and Conditions (“Agreement”) govern the use of the services provided by XBD, LLC d/b/a Referralogix (“Referralogix”, “RLX”, “we”, “us”, or “our”).
By checking the box presented during registration, onboarding, or service activation and by accessing or using the Referralogix services, you (“User”, “you”, or “your”) acknowledge that you have read, understand, and agree to be legally bound by this Agreement.
If you are accepting this Agreement on behalf of a clinic, healthcare organization, vendor, or other legal entity, you represent and warrant that you have the authority to bind that entity to this Agreement.
If you do not agree to these Terms, do not access or use the Services.
Table of Contents
1. Agreement to Terms
1A. Electronic Acceptance and Authority
2. Description of Services
3. User Types and Account Categories
4. Free Access and Paid Services
5. Organizational Accounts and Authority
6. Vendor, Advertising, and Marketing Services
7. Customer Content and Data License
8. Healthcare Regulatory Responsibilities
9. Data Privacy, De-Identified Data, and Assurances
10. Security, Architecture, Access, and Employee Controls
11. Multi-Location Structure
12. Operational Subprocessors
13. Providing Medical Advice / Clinical Services Disclaimer
14, Intellectual Property
15. Confidentiality
16. Payment Terms
17. Term and Termination
18. Disclaimers
19. Limitation of Liability
20. Indemnification
21. Arbitration and Dispute Resolution
22. Governing Law
23. Assignment
24. Modifications
25. Entire Agreement
1. Agreement to Terms
By checking the acceptance box during account creation, onboarding, or service activation, and by accessing or using Referralogix services, you agree to be bound by this Agreement and any other policies or rules incorporated herein by reference. Your electronic acceptance constitutes a legally binding agreement and is the legal equivalent of a handwritten signature. Referralogix may modify these Terms at any time. Continued use of the Services after updated terms are posted constitutes acceptance of the modified Terms.
1A. Electronic Acceptance and Authority
You acknowledge and agree that: your acceptance of this Agreement by electronic means (including checking a box, clicking “accept,” or similar action) constitutes a valid and enforceable agreement; and if you accept this Agreement on behalf of an organization, you confirm that you are authorized to bind that organization to these Terms.
2. Description of Services
Referralogix offers services to streamline referral processes, enhance visibility, and improve client relationships for healthcare providers. Services may include referral management, CRM tools, marketing and ad management, website optimization, and sales automation.
3. User Types and Account Categories
Free Users: Individual users accessing RLX at no charge. Limited to two (2) users per clinic, with allowances for fax pages and data storage.
Paid Subscribers: Customers who purchase platform upgrades, additional users, marketing services, or subscriptions.
Clinics / Healthcare Organizations: Use RLX for referral communication, operational collaboration, and optional marketing services.
Vendors: Access RLX for visibility, marketing, co-marketing, or business development.
Each user type may have different access levels and features.
4. Free Access and Paid Services
Free services are provided without guarantee of uptime, features, or service levels. Paid services are governed by subscription plans or agreements. Referralogix may modify or discontinue free features at any time.
5. Organizational Accounts and Authority
Users creating or managing accounts for an organization warrant that they have the authority to bind that entity. The organization is responsible for all use of accounts created under its organization.
6. Vendor, Advertising, and Marketing Services
Vendors may access marketing, advertising, and co-marketing services. Referralogix does not endorse or verify vendor products or services.
Vendors will not access PHI unless explicitly approved by specific clinics. Vendors may receive engagement and performance reports but cannot influence, control, or direct referrals.
7. Customer Content and Data License
You retain ownership of all content submitted to RLX. You grant RLX a non-exclusive, worldwide, royalty-free license to host, store, process, transmit, display, and reproduce your content as necessary to provide the Services.
8. Healthcare Regulatory Responsibilities
HIPAA / PHI Handling: RLX handles PHI only within the referral communication platform.
Marketing services operate separately in a HIPAA-compliant CRM.
Business Associate Agreements (BAA): RLX maintains a HIPAA-compliant BAA governing PHI use, employee access, breach notification, and subprocessor obligations. Clinics may request a copy of the RLX BAA.
9. Data Privacy, De-Identified Data, and Assurances
RLX retains patient referral data and medical documents for operational purposes. De-identified data may be used for analytics, benchmarking, or network intelligence. RLX assures multi-location clients that PHI segregation, employee access controls, and subprocessors meet HIPAA standards.
RLX does not sell data. RLX offers network intelligence and service deployment capabilities powered by aggregated, de-identified activity.
10. Security, Architecture, Access, and Employee Controls
Tenant isolation between clinics, vendors, and marketing systems.
Only authorized RLX employees may access PHI and only for approved purposes, subject to audit logging and approval procedures. RLX may engage subprocessors (including hosting, email, and monitoring tools) subject to HIPAA and contractual obligations.
11. Multi-Location Structure
Centralized and delegated administrative structures are permitted. Clients remain responsible for configuring user access, role-based permissions, and internal compliance controls.
12. Operational Subprocessors
RLX may use third-party subprocessors for hosting, support, and monitoring services, all subject to HIPAA and contractual safeguards. Clinics will be notified of material changes.
13. Providing Medical Advice / Clinical Services Disclaimer
RLX does not provide medical advice, clinical services, or patient treatment. Users remain solely responsible for all clinical decisions.
14. Intellectual Property
All RLX software, platforms, interfaces, trademarks, and content are owned by RLX or its licensors. No rights are granted except as expressly stated in this Agreement.
15. Confidentiality
Each party shall protect the other party’s confidential information and use such information solely in connection with the Services.
16. Payment Terms
Fees are non-refundable unless explicitly stated in writing. RLX may suspend or terminate access for non-payment.
17. Term and Termination
RLX may suspend or terminate access at any time for violation of these Terms or applicable law. Upon termination, all rights to access the Services immediately cease.
18. Disclaimers
The Services are provided “as is” and “as available.” RLX disclaims all express and implied warranties, including warranties of merchantability, fitness for a particular purpose, and non-infringement.
19. Limitation of Liability
RLX shall not be liable for any indirect, incidental, special, consequential, or punitive damages. RLX’s total liability shall not exceed the amounts paid to RLX in the twelve (12) months preceding the claim.
20. Indemnification
You agree to indemnify and hold harmless RLX from any claims arising from:
your use of the Services, your content, your violation of applicable laws or regulatory obligations, or your relationships with vendors, clinics, or other users.
21. Arbitration and Dispute Resolution
All disputes shall be resolved by binding arbitration in Dallas County, Texas.
22. Governing Law
These Terms are governed by the laws of the State of Texas, without regard to conflict of law principles.
23. Assignment
You may not assign this Agreement without RLX’s prior written consent. RLX may assign this Agreement in connection with a merger, sale of assets, or similar transaction.
24. Modifications
RLX may modify these Terms at any time. Updated Terms become effective upon posting.
25. Entire Agreement
These Terms, together with any applicable proposals, orders, or Business Associate Agreements, constitute the entire agreement between you and RLX regarding the Services.