Privacy Policy

Effective date: October 7, 2026

This Privacy Policy explains how Nexstep Health collects, uses and shares information about you when you visit www.nexstephealth.com (the “Website”), contact us by phone, email, text message or through a form on the Website, or interact with our social media pages. We call all of these your use of our “Services.”

In this policy, “Nexstep,” “we” and “us” mean:

• CareOptima Management Services LLC d/b/a Nexstep Health, which provides private duty nursing and home health aide services; and
• Somera Medical LLC d/b/a Nexstep Medical Group, which provides physician house calls and related medical services.

When you or a family member becomes a client or patient, the health information we create and receive while providing care is protected under our Notice of Privacy Practices, not this policy. Please read both.

1. Information we collect

Information you give us

When you call us, fill out a form, or email or text us, you may give us:

• Your name, phone number, email address, town or ZIP code, and the best time and days to reach you.
• Information about the person who needs care, such as their name, age, health conditions, medications and the kind of help they need.
• Information about payment, such as long-term care insurance details, if you choose to share it.
• Anything else you include in a message, survey or comment.

Some of this may be considered sensitive personal information, including health information. Please share only what you’re comfortable sharing before we speak. We’ll gather what we need for care during the consultation.

If you pay us by credit or debit card, the card details go to our third-party payment processor. We don’t store full card numbers and we aren’t responsible for the processor’s handling of that information.

Personal information doesn’t include de-identified or aggregated information that can no longer identify a specific person.

Information we collect automatically

When you visit the Website, we and our service providers may automatically collect:

• Device information, such as device model, operating system, browser type and IP address.
• Activity information, such as the pages you view, how you got to the Website, and how you use it.

Cookies and similar tools

We collect some of this information using cookies, pixels, tags and similar technologies (“Cookies”). Some are needed for the Website to work. Others help us understand how the Website is used. You can set your browser to refuse or delete cookies; if you do, parts of the Website may not work as intended.

We may allow third parties to place their own cookies on the Website. Their collection and use of information is governed by their own privacy policies. These may include:

• Functionality cookies, which remember your preferences and support customer service tools. Examples include Google Ads, Meta (Facebook), HubSpot and Zendesk.
• Analytics cookies, which help us understand how visitors use the Website and find errors. Examples include Google Analytics, Hotjar, HubSpot and Mixpanel.

Information from others

We may receive information about you from:

• A family member, friend, referral partner, hospital, physician or care manager who contacts us on your behalf.
• Service providers that help us run the Website, such as analytics and form providers.

2. How we use your information

We use the information we collect to:

• Respond to your questions and consultation requests, and schedule calls and visits.
• Provide, run and improve our Services and the Website.
• Send you information you ask for, appointment and scheduling messages, and updates about our Services.
• Bill for services and keep business records.
• Detect and prevent fraud, misuse and security problems.
• Comply with the law, respond to legal requests, and protect our rights.
• For any other purpose we tell you about when we collect the information, or with your consent.

3. How we share your information

We don’t sell your personal information. We may share it:

• With service providers who help us operate, such as website hosting, form, email, phone, scheduling, billing, payment and analytics providers. We allow them to use the information only to provide services to us.
• Between CareOptima Management Services LLC (Nexstep Health) and Somera Medical LLC (Nexstep Medical Group), so we can answer your request and coordinate your services.
• With health care providers you ask us to share it with, or with your consent.
• With our professional advisors, such as accountants, auditors and lawyers.
• When required by law, or when we believe in good faith it’s needed to protect the safety, rights or property of you, Nexstep or others.
• In connection with a merger, sale, financing or other change in ownership of our business.

We don’t share your mobile phone number or text messaging consent with third parties for their marketing purposes.

4. Your choices

You can choose not to give us certain information. If you do, we may not be able to answer your request or provide some Services.

• Email: To stop marketing emails, use the unsubscribe link in the email or write to privacy@nexstephealth.com with “Email opt-out” in the subject line. You may still get emails about services you’ve requested.
• Text messages: With your consent, we may text you about scheduling, visits and services you’ve asked about. Message and data rates may apply. Reply STOP to any text to opt out, or HELP for help.
• Cookies: You can change your browser settings to block or delete cookies. More information is at usa.gov/optout-instructions.
• Do Not Track: The Website doesn’t currently respond to browser “Do Not Track” signals.

5. Children

The Website isn’t meant for children, and we don’t knowingly collect personal information online from anyone under 16. If you think we have, contact privacy@nexstephealth.com and we’ll delete it. Information about a minor who receives care from us is handled under our Notice of Privacy Practices.

6. Security

We take reasonable steps to protect your information. No website, email or text message is completely secure, so please don’t send detailed medical information by regular email or text. Call us instead.

7. How long we keep information

We keep personal information as long as needed for the purposes in this policy, to meet legal and accounting requirements, and to resolve disputes. Medical and care records are kept as required by New Jersey and federal law.

8. Other websites

The Website may link to websites we don’t run. We aren’t responsible for their content or privacy practices.

9. Location

The Website is run in the United States and is meant for people in the United States. Our care services are provided in New Jersey.

10. Changes to this policy

We may update this policy. The effective date at the top shows when it last changed.

11. Contact us

Questions about this policy, or requests about your information:

Nexstep Health
Attn: Privacy Office
140 E. Ridgewood Ave, Suite 415
Paramus, NJ 07652
Phone: (551) 444-6300
Email: privacy@nexstephealth.com