1. Acceptance of Terms

By accessing this website, booking services, attending events, or engaging with KOE Medical Consulting, Inc. (“Company,” “we,” “us,” or “our”), you agree to be bound by these Terms and Conditions.

If you do not agree, do not use our services.

2. Scope of Services

KOE Medical Consulting, Inc. provides:

◦ Healthcare consulting and advisory services

◦ Speaking engagements, webinars, and workshops

◦ Leadership and executive coaching

◦ Women’s health education and wellness programming (VivaLife SPF ME)

◦ Remote Patient Monitoring (RPM) strategy and program design

◦ Medical-legal consulting and expert services

◦ Digital products, tools, and educational materials

All services are educational, strategic, and consultative in nature.

3. No Medical or Legal Advice

Services provided by KOE Medical Consulting, Inc. are not a substitute for individualized medical care, diagnosis, or legal advice.

◦ No provider-patient relationship is established

◦ No attorney-client relationship is established

◦ Clinical decisions remain the responsibility of licensed providers and organizations

You agree to consult your own professionals before making decisions.

4. Booking & Payment Terms

Speaking & Consulting Engagements

◦ Engagements require a signed agreement or Statement of Work (SOW)

◦ A non-refundable deposit (typically 25–50%) is required to secure dates

◦ Full payment terms will be outlined in the agreement

Digital Products & Programs

◦ Payment is due at the time of purchase

◦ Access is granted upon payment confirmation

5. Cancellation & Rescheduling Policy

Client-Initiated Changes

◦ 30+ days notice: Eligible for rescheduling

◦ 14–29 days: Partial credit may be applied

◦ <14 days: Fees may be forfeited

Company-Initiated Changes

KOE Medical Consulting, Inc. reserves the right to reschedule due to unforeseen circumstances. Reasonable efforts will be made to provide alternative dates.

6. Intellectual Property Rights

All content provided by KOE Medical Consulting, Inc., including:

◦ Presentations

◦ Frameworks and methodologies

◦ Training materials

◦ Digital downloads

◦ Branding and program content

…remains the exclusive property of KOE Medical Consulting, Inc.

You may not:

◦ Reproduce, distribute, or resell materials

◦ Record or share content without written permission

◦ Use materials for commercial purposes without licensing

7. Recordings & Likeness

If services include speaking, webinars, or presentations:

◦ The Company may record sessions for internal or agreed-upon use

◦ KOE Medical Consulting retains ownership of name, likeness, voice, and professional identity

◦ Any external use (marketing, resale, promotion) requires prior written consent

◦ Additional compensation may apply for extended usage

8. Confidentiality

Both parties agree to maintain confidentiality regarding:

◦ Proprietary business information

◦ Patient-related or sensitive data

◦ Strategic plans and internal operations

This obligation survives termination of services.

9. HIPAA & Data Compliance

For healthcare-related engagements:

◦ Clients are responsible for maintaining compliance with Health Insurance Portability and Accountability Act

◦ KOE Medical Consulting does not assume responsibility for Protected Health Information (PHI) unless explicitly stated in a signed agreement

◦ Any data shared must comply with applicable laws and regulations

10. Limitation of Liability

To the fullest extent permitted by law:

KOE Medical Consulting, Inc. shall not be liable for:

◦ Indirect or consequential damages

◦ Business losses or revenue impact

◦ Clinical or operational decisions made by clients

Total liability shall not exceed the amount paid for services.

11. Indemnification

You agree to indemnify and hold harmless KOE Medical Consulting, Inc. from any claims arising from:

◦ Use or misuse of services

◦ Implementation of recommendations

◦ Regulatory or compliance failures

12. Results Disclaimer

While KOE Medical Consulting provides evidence-based strategies and best practices:

◦ Outcomes are not guaranteed

◦ Results vary based on implementation, environment, and external factors

13. Third-Party Tools & Links

Services may reference third-party platforms, including RPM technologies, wellness tools, or partner resources.

KOE Medical Consulting is not responsible for:

◦ Performance of third-party tools

◦ Data handling by external platforms

◦ Independent policies of third parties

14. Termination

KOE Medical Consulting reserves the right to terminate services if:

◦ Terms are violated

◦ Payments are not made

◦ Engagement becomes misaligned with scope or ethics

15. Governing Law

These Terms shall be governed by the laws of the United States and the applicable state of operation.

16. Dispute Resolution

Any disputes shall be resolved through:

◦ Good faith negotiation

◦ Mediation

◦ Binding arbitration (if necessary)

17. Modifications

KOE Medical Consulting, Inc. reserves the right to update these Terms at any time. Continued use of services constitutes acceptance of changes.

18. Consulting vs. Implementation Clause

KOE Medical Consulting provides strategic guidance, not operational execution unless explicitly contracted.

Clients are responsible for:

◦ Staffing

◦ Technology integration

◦ Clinical workflows

◦ Compliance execution

19. Speaking Engagement as Entry Point Clause

Speaking engagements may serve as an introduction to broader consulting or advisory services but do not imply ongoing engagement unless separately contracted.

Contact Information

KOE Medical Consulting, Inc.
[email protected]
San Diego, CA
drkellyomd.com