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Legal

Terms of Service

Last updated June 6, 2026.

These terms govern your use of Upstream. By using the service, you agree to them. If you are accepting on behalf of a practice, you confirm you have the authority to do so.

Your account

You are responsible for your account and for keeping your credentials safe. Tell us promptly if you suspect unauthorized access. You are responsible for the activity that happens under your account.

What Upstream does

Upstream watches payer policy, prepares the work, and runs approved actions for your practice. Every action that executes waits for a human on your team to approve it. You remain responsible for the clinical and billing decisions your practice makes.

Acceptable use

You agree not to:

  • use the service to break any law or any payer or contractual rule;
  • upload data you do not have the right to share;
  • attempt to access another customer's data or tenant;
  • probe, scrape, or disrupt the service or its security.

Data and confidentiality

Your data stays yours. We handle it under our Privacy Policy, and protected health information is handled under a Business Associate Agreement and our HIPAA posture. Each side keeps the other's confidential information confidential.

Fees

Fees, billing cadence, and any per-submission charges are set out in your order or plan. Unless your agreement says otherwise, fees are due as billed and are not refundable for a period already served.

Service availability

We work to keep the service available and fast, but we do not promise it will be uninterrupted. Any specific availability commitment lives in a separate service agreement, not here.

Termination

You can stop using Upstream at any time. We can suspend or end access if these terms are broken or if required by law. On termination, we will help you export your data within a reasonable window, then delete or anonymize it per our retention practice.

Disclaimers and liability

The service is provided as is, to the extent the law allows. Upstream is a tool and a service for your team; it does not replace your clinical or billing judgment. Liability is limited as set out in your order or governing agreement.

Changes

We may update these terms. If a change is material, we will give reasonable notice. Continuing to use the service after a change means you accept the updated terms.

Contact

Questions about these terms go to legal@upstream.cx.