Notice of Privacy Practices

THIS NOTICE DESCRIBES HOW MEDICAL INFORMATION ABOUT YOU (OR YOUR CHILD) MAY BE USED AND DISCLOSED AND HOW YOU CAN GET ACCESS TO THIS INFORMATION. PLEASE REVIEW IT CAREFULLY.

Effective Date: June 30, 2026

Who follows this Notice: Montera, Inc. doing business as Forta (“Forta,” “we,” “us”), and the members of our clinical workforce who provide virtual and in-home ABA therapy.

Our Pledge. We are required by law to: maintain the privacy of Protected Health Information (“PHI”); provide you this Notice of our legal duties and privacy practices; notify affected individuals following a breach of unsecured PHI; and follow the terms of the Notice currently in effect.

1. How We May Use and Disclose PHI Without Your Authorization

Treatment: To provide, coordinate, and manage ABA therapy and related care — for example, sharing information among your child’s BCBA, Behavior Technicians/RBTs, and other providers involved in care.
Payment: To obtain insurance authorization, verify benefits, and bill and collect for services.
Health Care Operations: For quality improvement, clinical supervision and training, care coordination, and business management.
As Required by Law; Public Health & Safety: for example, reporting suspected abuse or neglect, public-health activities, health-oversight activities, and to avert a serious threat to health or safety.
Other permitted disclosures: judicial/administrative proceedings, law enforcement as permitted, workers’ compensation, and research as permitted by law.
To family members or caregivers involved in the patient’s care, consistent with law and your preferences.
Appointment reminders and health-related communications: We may contact you about appointments, follow-up care, and treatment-related matters by phone, email, or text. For text messages, reply STOP to opt out or HELP for help; message and data rates may apply.

2. Uses and Disclosures That Require Your Written Authorization

Most uses and disclosures of psychotherapy notes (if maintained).
Uses and disclosures of PHI for marketing.
Sales of PHI.
Most other uses not described in this Notice.

We do not sell PHI, and we do not use or disclose PHI for marketing or cross-context behavioral advertising without your written authorization. You may revoke an authorization in writing at any time, except to the extent we have already acted in reliance on it.

3. Your Rights Regarding PHI

Access and copy: Inspect and obtain a copy of your PHI, including in an electronic format where readily producible.
Amend: Request correction of PHI you believe is incorrect or incomplete.
Accounting of disclosures: Request a list of certain disclosures we have made.
Request restrictions: Request limits on uses/disclosures. We will accommodate a request to restrict disclosure to a health plan for services you paid for in full out of pocket, as required by law.
Confidential communications: Request that we contact you a certain way or at a certain location.
Paper copy: Obtain a paper copy of this Notice even if you agreed to receive it electronically.
Revoke authorization: As described above.

To exercise these rights, contact us using the information below.

4. Our Responsibilities

We are required to protect PHI, provide this Notice, follow the terms currently in effect, and notify you of breaches of unsecured PHI as required by law.

5. Changes to This Notice

We may change this Notice and make the new terms effective for all PHI we maintain. The current Notice will be posted at fortahealth.com and available on request, with its effective date.

6. Complaints

If you believe your privacy rights have been violated, you may file a complaint with us (contact below) or with the U.S. Department of Health and Human Services, Office for Civil Rights (200 Independence Avenue SW, Washington, D.C. 20201; 1-877-696-6775; www.hhs.gov/ocr). We will not retaliate against you for filing a complaint.

7. Contact — Privacy Officer

Montera, Inc. DBA Forta — Attn: Privacy Officer — 548 Market St, PMB 89605, San Francisco, CA 94104-5401. Email: legal@fortahealth.com | Medical records: clientrecords@fortahealth.com | Phone: 415-322-8857 | Fax: 650-360-6969.