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Terms and Conditions

Last updated: May 2026 (revision 2)

These Terms and Conditions ("Terms") govern access to and use of Baselayer.med and related websites and services accessible at baselayer.med (together, the "Platform"), operated by Baselayer.med (the "Company", "we", "us", or "our").

By accessing or using the Platform, you confirm that you have read, understood and agree to be bound by these Terms.

1. Definitions

1.1 In these Terms, unless the context indicates otherwise:

Account
means a registered account created to access the Platform.
Admin
means the Practice owner or designated administrator with authority to manage the Practice Account and invite Users.
AI Chatbot
means the optional conversational AI assistant embedded in the Platform, powered by a third-party AI provider, that provides general practice-related guidance and assistance. It does not provide medical advice.
AI Medication Check
means the optional AI-powered safety screen that surfaces potential allergy, interaction, contraindication, pregnancy and bleeding-risk concerns based on a non-identifying summary of the patient's recorded profile.
AI Writing Assistant
means the optional AI-powered feature that helps Practitioners polish clinical text (such as findings, recommendations, diagnoses and treatment notes) into professional language, powered by a third-party AI provider.
Appointment Reminder
means an automated WhatsApp or email message sent on behalf of the Practice to a patient ahead of a scheduled appointment.
Baselayer Billing
means the Platform's built-in, first-party billing engine for creating, sending and recording quotes, invoices and payments inside Baselayer.med, without using an external accounting service.
Billing Integration
means the optional connection between the Platform and a supported third-party accounting service for creating quotes, invoices and recording payments on behalf of the Practice.
Calendar Integration
means the optional connection between a Practitioner's account and a supported third-party calendar service for syncing appointments.
Charting Data
means dental charting records (including odontogram and periodontal charts), tooth marks, surfaces, conditions, layers, measurements and chart-level notes created by a Practitioner through the Platform.
Content
means any text, data, images, audio, templates, form content, instructions, referrals, prescriptions, notes, charts, photographs, PDFs and other materials created, uploaded, entered, stored, transmitted or generated through the Platform by Users.
Data Controller
has the meaning given in POPIA and refers, in relation to Patient Personal Information and Practice data processed through the Platform, to the Practice (unless otherwise required by applicable law).
Data Processor
has the meaning given in POPIA and refers to Baselayer.med to the extent we process Personal Information on behalf of the Practice under instruction.
Documentation
means user guides, help content and any product documentation we make available from time to time.
Fees
means subscription fees and any other charges payable for the Service.
Implant Report
means a patient communication document generated through the Platform by a Practitioner to report on dental implant procedures, including implant site locations, fixture specifications, healing abutment details, primary stability measurements and related clinical notes.
Lab Form
means a dental laboratory work request form generated through the Platform, including patient details, treatment specifications, tooth selections, instructions and optional medical aid claim authorisations.
Labs Directory
means the Practice-managed database of dental laboratories, their contact details and related information created and maintained by the Practice for use in Lab Forms.
Medical Aid Switch
means the third-party medical-aid claim switching service used by the Platform to transmit electronic claims, benefit checks and reversals on behalf of the Practice to medical aid schemes.
Medical Certificate
means a medical certificate document generated through the Platform by a Practitioner, including patient details, visit type, nature of treatment, and return-to-work date.
Medication Directory
means the Practice-managed database of medications, dosages and related information created and maintained by the Practice for use in prescription generation.
Patient
means an individual whose Personal Information is processed by a Practice through the Platform.
Patient Photographs
means intra-oral, before/after and other clinical images uploaded by the Practice and linked to a Patient's file in the Platform.
Patient Report
means a clinical report generated through the Platform by a Practitioner, including clinical findings, recommendations and related narrative content.
Personal Information
has the meaning given in POPIA and includes information relating to an identifiable, living natural person and, where applicable, an identifiable, existing juristic person.
Platform
means the Baselayer.med software, websites, interfaces, features, agents and related services provided at baselayer.med.
Practice
means the subscribing healthcare practice, clinic, organisation or practitioner entity that creates an Account and uses the Platform for professional purposes, whether configured as a dental, general practitioner or biokineticist practice.
Practice Analytics
means the analytics dashboards and reports generated by the Platform from the Practice's own data — including patient demographics, treatment mix, billing performance, team activity and retention — together with any optional AI-generated narrative insights derived from aggregated, non-identifying summary numbers.
Practitioner
means a licensed medical, dental or biokineticist professional using the Platform under a Practice Account.
Saved Card
means payment card details stored by the Practice in the Platform for use with Supplier Forms. CVV/CVC is never stored.
Service
means the services and functionality provided by Baselayer.med, including creating and managing digital forms and documents, generating PDFs, sending emails and WhatsApp messages on behalf of the Practice, facilitating role-based access, recording Charting Data, providing built-in billing and optional accounting / medical-aid integrations, providing Practice Analytics, and storing documents and records in our managed cloud storage.
Specialist Directory
means the Practice-managed database of specialist practitioners and their contact details created and maintained by the Practice for use in patient referrals.
Stock Take
means the Platform's stock-management feature for tracking inventory, movements and (where the Practice opts in) bookings of stock items against patient names.
Subscription
means the paid plan (if any) under which the Practice accesses the Service.
Subscription Provider
means the third-party payment provider that processes the Practice's Baselayer.med subscription via debit-order or card payment.
Supplier Form
means a digitised version of a supplier document (e.g. credit card authorisation form) generated through the Platform, producing a PDF for submission to the Practice.
Third-Party Service Providers
means the external service providers engaged by Baselayer.med to support Platform functionality, including hosting, database and storage providers, authentication providers, email delivery providers, messaging providers, AI processing providers, voice transcription providers, the Medical Aid Switch, accounting service providers, calendar providers and the Subscription Provider.
User
means any person authorised by a Practice to use the Platform under the Practice Account (including Admins, doctors / practitioners, hygienists / nurses / assistants and staff).
Voice Dictation
means the in-app feature that captures audio from the User's device and sends it to a third-party speech-to-text provider to produce a transcript for the Practitioner's review.
You / your
means the Practice and/or the User accessing or using the Platform, as applicable.

2. Acceptance of Terms

2.1 By creating an Account, accessing the Platform, inviting Users, or otherwise using the Service, you agree to be bound by these Terms.

2.2 If you use the Platform on behalf of a Practice or organisation, you confirm you have authority to bind that entity to these Terms.

2.3 Continued use of the Platform constitutes ongoing acceptance of the Terms as updated from time to time.

3. Description of the Service

3.1 Baselayer.med is a cloud-based SaaS practice management platform designed for licensed medical, dental and biokineticist professionals. It can be configured per Practice as a dental, general practitioner or biokineticist vertical, with the relevant feature set, terminology, role labels and billing-code source for that vertical.

3.2 The Service may include, without limitation:

  • digital patient consent and indemnity forms (including New Patient, Existing Patient, Cosmetic, Implant, Root Canal, Sedation and Child / Dependant form types, with kiosk-mode workflows);
  • prescription script generation and PDF creation;
  • patient referrals and referral letter generation;
  • Patient Reports with clinical findings and recommendations;
  • Medical Certificates for patient fitness documentation;
  • patient post-operative instructions and related documents, including WhatsApp delivery via a third-party messaging provider;
  • an AI Writing Assistant powered by a third-party AI provider to help Practitioners polish clinical notes;
  • an AI Medication Check to surface potential allergy, interaction, contraindication, pregnancy and bleeding-risk concerns when prescribing;
  • Voice Dictation that uses a third-party speech-to-text service to produce transcripts of audio captured in the app;
  • Charting Data tools (odontogram and periodontal charts) for recording per-tooth conditions, surfaces, layers and measurements;
  • Patient Photograph capture and storage (intra-oral and before/after images) linked to a Patient's file;
  • a Specialist Directory feature for Practice-managed specialist records;
  • a Medication Directory feature for Practice-managed medication records;
  • a Labs Directory feature for Practice-managed dental laboratory records;
  • dental Lab Forms for laboratory work requests, including medical aid claim authorisations;
  • Implant Reports for patient communication regarding dental implant procedures;
  • Supplier Forms for digitised supplier documents, with Saved Card management for payment card autofill;
  • drag-and-drop appointment scheduling with doctor-filtered calendar views, Appointment Reminders by WhatsApp, and an optional Calendar Integration;
  • Clinical Notes with visit tracking, audit-logged data access and patient-history views;
  • Stock Take for inventory tracking and (optionally) linking stock bookings to patient names;
  • practice tasks for shared weekly to-dos;
  • Baselayer Billing — a built-in, first-party billing engine for creating, sending and recording quotes, invoices and payments inside the Platform;
  • an optional Billing Integration with supported third-party accounting services for mirroring quotes, invoices and payments;
  • electronic medical-aid claim submission, benefit checks and reversals via the Medical Aid Switch on behalf of the Practice;
  • South African dental tariff codes, BHF medical codes and biokinetics codes for procedure coding and medical aid claims, as applicable to the configured vertical;
  • an AI Chatbot powered by a third-party AI provider for general practice queries and assistance;
  • Practice Analytics dashboards (patient demographics, billing trends, treatment mix, team activity, retention) with optional AI-generated narrative insights;
  • automated marketing reports generated by AI agents that operate only on aggregated marketing-site data and do not access patient or clinical records;
  • server-side PDF generation and delivery of emails on behalf of a Practice;
  • storage of generated documents, photographs, charts and practice data in our managed cloud storage; and
  • role-based access controls (including admin, doctor / practitioner, hygienist / nurse / assistant, staff and other roles).

3.3 We may add, remove or modify features from time to time. Some features may be subject to Subscription level, additional terms, vertical configuration, or activation by the Admin.

4. Platform Role and Limitations

Critical Notice

This section outlines the fundamental nature of the Platform and applies to all Users, Practitioners, Practices and recipients of Platform-generated communications.

4.1 Technology platform, not a healthcare provider. Baselayer.med is a technology platform, not a healthcare provider. We do not practise medicine, dentistry or biokinetics and we do not provide clinical services of any kind.

4.2 No medical advice. The Platform does not provide medical advice, diagnoses, treatment recommendations, clinical opinions or patient-specific guidance.

4.3 Practitioner responsibility. All clinical decisions, diagnoses, prescriptions, treatment plans, referrals, charts, patient instructions and the appropriateness of any Content are the sole responsibility of the licensed Practitioner and/or Practice using the Platform.

4.4 No credential verification. We do not verify, validate, certify or monitor the credentials, qualifications, registrations or licensing status of any Practitioner or Practice using the Platform.

4.5 No review or endorsement of Content. We do not review, approve, endorse, validate or guarantee the accuracy, completeness or suitability of any Content entered, generated or sent through the Platform (including prescriptions, referrals, consent forms, charts, photographs or patient instructions).

4.6 No practitioner–patient relationship with Baselayer.med. The Platform does not create a doctor–patient or practitioner–patient relationship between Baselayer.med and any Patient. Any such relationship exists solely between the Patient and the treating Practitioner/Practice.

4.7 Patient queries. Patients and recipients of Platform-generated communications must direct medical queries to their treating Practitioner/Practice, not to Baselayer.med.

Practice-Managed Directories

The following provisions apply specifically to the Medication Directory, Specialist Directory and Labs Directory features.

4.8 Medication Directory – Practice responsibility. The Medication Directory is created, populated and maintained entirely by the Practice. Baselayer.med does not provide, recommend, verify, validate or endorse any medications, dosages, frequencies, durations or related information entered into the Medication Directory. The Practice and prescribing Practitioner are solely responsible for ensuring all medication information is accurate, current, appropriate and compliant with applicable laws and professional standards.

4.9 Specialist Directory – Practice responsibility. The Specialist Directory is created, populated and maintained entirely by the Practice. Baselayer.med does not provide, recommend, verify, validate or endorse any specialists, their credentials, qualifications, contact details or suitability for referrals. The Practice and referring Practitioner are solely responsible for verifying specialist credentials and ensuring referrals are appropriate.

4.10 No liability for directory content. Baselayer.med accepts no responsibility or liability for any errors, omissions, outdated information or consequences arising from the use of information in the Medication Directory, Specialist Directory or Labs Directory. All clinical decisions based on directory content remain the sole responsibility of the Practice and Practitioner.

Lab Forms and Medical Aid Claims

The following provisions apply specifically to the Lab Forms feature and any associated medical aid claim functionality.

4.11 Lab Forms – Practice responsibility. Lab Forms are created, completed and submitted entirely by the Practice. Baselayer.med does not verify, validate or approve any information entered into Lab Forms, including patient details, treatment specifications, tooth selections, shade guides, ICD-10 codes, instructions or any other clinical or administrative content. The Practice and submitting Practitioner are solely responsible for ensuring all Lab Form information is accurate, complete, clinically appropriate and compliant with applicable laws and professional standards.

4.12 Labs Directory – Practice responsibility. The Labs Directory is created, populated and maintained entirely by the Practice. Baselayer.med does not provide, recommend, verify, validate or endorse any dental laboratories, their credentials, contact details, services or suitability. The Practice is solely responsible for verifying laboratory credentials and ensuring referrals are appropriate.

4.13 Lab Form medical-aid authorisations – Practice responsibility. Where a Lab Form includes authorisation for a dental laboratory to claim from a patient's medical aid on behalf of the Practice:

  • the Practice is solely responsible for obtaining appropriate patient consent for such claims;
  • the Practice is solely responsible for ensuring the accuracy of all patient medical aid information provided;
  • the Practice remains responsible for the relationship with and obligations to the patient's medical aid scheme;
  • Baselayer.med does not submit, process, verify or guarantee any laboratory-claimed amounts; and
  • Baselayer.med accepts no responsibility for rejected claims, short-payments, disputes with medical aid schemes, or any financial loss arising from medical aid claim processes.

4.14 No liability for Lab Forms or laboratory claims. Baselayer.med accepts no responsibility or liability for any errors, omissions, delays or consequences arising from the use of Lab Forms, the Labs Directory, or laboratory medical aid claim authorisations. All decisions regarding laboratory work, patient billing and medical aid claims remain the sole responsibility of the Practice and Practitioner.

Electronic Medical-Aid Claims (Medical Aid Switch)

The following provisions apply specifically to electronic medical-aid claim submission via the Medical Aid Switch.

4.15 Practice-initiated submissions only. Where the Practice has elected to use the Medical Aid Switch, claims, benefit checks, reversals and related transactions are initiated by the Practice. Baselayer.med transmits the Practice's instructions to the switching service; it does not adjudicate, approve or guarantee any claim, and it is not the medical aid scheme or its agent.

4.16 Accuracy of claim payloads. The Practice is solely responsible for the accuracy of every claim payload, including patient identity details, scheme membership, treatment / tariff codes, ICD-10 codes, line amounts, destination codes and provider numbers.

4.17 Switch availability and responses. Baselayer.med does not guarantee that the Medical Aid Switch or any downstream scheme will be available, will accept a given claim, will pay out, or will respond within any particular time. Acknowledgements, rejections, short-payments and reversals are the responsibility of the switching service and the relevant scheme.

4.18 No liability for claim outcomes. Baselayer.med accepts no responsibility or liability for rejected claims, short-payments, mis-routings, scheme disputes, audit recoveries or any financial loss arising from electronic medical-aid claim activity through the Medical Aid Switch.

Implant Reports

The following provisions apply specifically to the Implant Reports feature.

4.19 Implant Reports – Practice responsibility. Implant Reports are created, completed and sent entirely by the Practice. Baselayer.med does not verify, validate or approve any information entered into Implant Reports, including patient details, implant site locations, fixture specifications, healing abutment details, primary stability measurements, narrative content or any other clinical information. The Practice and submitting Practitioner are solely responsible for ensuring all Implant Report information is accurate, complete, clinically appropriate and compliant with applicable laws and professional standards.

4.20 Clinical information in Implant Reports. Implant Reports may contain technical clinical data including implant fixture details, torque values and healing abutment specifications. Baselayer.med does not:

  • verify the accuracy of any implant specifications, measurements or clinical observations recorded;
  • validate that the reported procedures were performed as described;
  • confirm compatibility of implant components or appropriateness of clinical decisions; or
  • provide any clinical guidance regarding implant procedures or post-operative care.

4.21 No liability for Implant Reports. Baselayer.med accepts no responsibility or liability for any errors, omissions, inaccuracies or consequences arising from the use of Implant Reports. All clinical decisions, patient communications and documentation regarding implant procedures remain the sole responsibility of the Practice and Practitioner.

AI Writing Assistant

The following provisions apply to the AI-powered writing assistance feature.

4.22 AI Assistant – tool, not clinician. The AI Writing Assistant is a text-polishing tool that helps Practitioners improve the clarity, grammar and professional tone of clinical notes. It does not provide medical advice, diagnoses, treatment recommendations or clinical opinions of any kind.

4.23 No addition of clinical content. The AI Assistant is instructed to preserve all clinical details exactly as written and not to add medical information that was not present in the original text. However, as with any AI system, outputs should always be reviewed by the Practitioner before acceptance.

4.24 Practitioner review required. AI-generated suggestions are presented inline for review. The Practitioner must explicitly accept, retry, or cancel the suggestion. Baselayer.med does not automatically apply AI-generated text without Practitioner approval.

4.25 Third-party processing. The AI Assistant uses a third-party AI provider's API. Only the specific text content of the field being polished is transmitted to the provider — not the patient's name, ID, or other personal identifiers. The provider's API does not use submitted data for model training.

4.26 No liability for AI output. Baselayer.med accepts no responsibility or liability for the accuracy, completeness, clinical appropriateness or consequences of any AI-generated text, whether accepted or not. All Content, including AI-polished text, remains the sole responsibility of the Practitioner.

AI Medication Check

The following provisions apply to the AI Medication Check feature.

4.27 Advisory only. The AI Medication Check is an advisory tool intended to help the Practitioner spot potential allergy, interaction, contraindication, pregnancy and bleeding-risk concerns based on a non-identifying summary of the patient's recorded profile. It does not replace clinical judgement, the British National Formulary, the Standard Treatment Guidelines or any other professional reference.

4.28 Coverage and accuracy. The AI Medication Check may not detect every relevant interaction or contraindication, and may produce false positives. The Practitioner is solely responsible for prescribing decisions and must independently verify any flag.

4.29 No liability. Baselayer.med accepts no responsibility or liability for any clinical outcome arising from reliance, or failure to rely, on AI Medication Check output.

Voice Dictation & Transcription

The following provisions apply to the Voice Dictation feature.

4.30 Third-party transcription. Voice Dictation streams audio captured in the app to a third-party speech-to-text provider, which returns a transcript for the Practitioner to review.

4.31 Audio not retained. Baselayer.med does not retain dictation audio after transcription. Practitioners should avoid dictating direct identifiers (e.g. ID numbers, full names of unrelated third parties) where this is not clinically necessary.

4.32 Practitioner review required. Transcripts are presented for review and must be edited and accepted by the Practitioner before being saved into a clinical record.

4.33 No liability for transcription errors. Baselayer.med accepts no responsibility or liability for transcription errors, mis-recognition of clinical terminology, or any consequence arising from transcripts that have not been properly reviewed by the Practitioner.

Charting Data & Patient Photographs

The following provisions apply to dental charting and patient imagery features.

4.34 Charting Data – Practice responsibility. Charting Data is created, completed and maintained entirely by the Practice. Baselayer.med does not interpret, validate or approve any chart entry, and does not generate clinical recommendations from chart data.

4.35 Patient Photographs – Practice responsibility. The Practice is solely responsible for ensuring it has appropriate patient consent for capturing, storing and (where applicable) sharing Patient Photographs, and for the clinical appropriateness of any image uploaded.

4.36 No liability for Charting Data or Photographs. Baselayer.med accepts no responsibility or liability for any errors, omissions, mis-charting, misidentification or consequences arising from Charting Data or Patient Photographs.

Patient Reports and Medical Certificates

The following provisions apply to Patient Reports and Medical Certificate features.

4.37 Patient Reports – Practice responsibility. Patient Reports are created, completed and sent entirely by the Practice. Baselayer.med does not verify, validate or approve any information entered into Patient Reports, including clinical findings, recommendations, narrative content or any other clinical information.

4.38 Medical Certificates – Practice responsibility. Medical Certificates are created, completed and sent entirely by the Practice. Baselayer.med does not verify the accuracy of visit details, diagnoses, fitness-to-work assessments, treatment descriptions or return-to-work dates. The Practice and issuing Practitioner are solely responsible for ensuring all certificate information is accurate, truthful and compliant with applicable laws and professional standards.

4.39 No liability. Baselayer.med accepts no responsibility or liability for any errors, omissions, inaccuracies or consequences arising from Patient Reports or Medical Certificates.

Supplier Forms and Payment Cards

The following provisions apply to the Supplier Forms feature and Saved Card functionality.

4.40 Supplier Forms – Practice responsibility. Supplier Forms are completed and submitted entirely by the Practice. Baselayer.med does not verify, validate or approve any information entered, including debtor details, payment authorisations, invoice amounts or any other financial or commercial information. The Practice is solely responsible for the accuracy and appropriateness of all Supplier Form content.

4.41 Payment card storage. The Platform allows Practices to optionally store payment card details (excluding CVV/CVC, which is never stored) for convenience when completing Supplier Forms. The Practice is solely responsible for ensuring it has appropriate authorisation to store and use card details, and for managing card security within its organisation.

4.42 No financial intermediary. Baselayer.med does not process payments, submit financial transactions, or act as a payment intermediary in respect of Supplier Forms. Supplier Forms generate PDFs that are emailed to the Practice's notification email. Any financial transactions resulting from Supplier Forms occur outside the Platform.

4.43 No liability for Supplier Forms. Baselayer.med accepts no responsibility or liability for any errors, omissions, financial losses, disputed charges, or consequences arising from Supplier Forms, payment card data, or any resulting financial transactions.

Patient Communications & WhatsApp

The following provisions apply to email, WhatsApp message delivery and Appointment Reminders.

4.44 WhatsApp – Practice responsibility. WhatsApp messages are sent on behalf of the Practice using pre-approved templates via a third-party messaging service. The Practice is responsible for ensuring it has appropriate patient consent for WhatsApp communications and that instruction content is accurate and clinically appropriate.

4.45 Appointment Reminders. Where the Practice has enabled Appointment Reminders, the Platform will attempt to send a single reminder per active appointment in a defined window before the appointment time. The Practice remains responsible for ensuring patients are aware of their appointments and for any backup reminder process.

4.46 Delivery not guaranteed. Baselayer.med does not guarantee successful delivery of any email, WhatsApp message or Appointment Reminder. Delivery depends on the patient's email or phone number validity, WhatsApp account status, network availability, and the messaging or email provider's service status. The Practice should use alternative communication methods where critical information must be conveyed.

Built-in Baselayer Billing

The following provisions apply specifically to the built-in Baselayer Billing engine.

4.47 Baselayer Billing – Practice responsibility. Baselayer Billing allows the Practice to create, send, and track quotes, invoices and payment records inside the Platform. The Practice is solely responsible for the accuracy of all financial information entered, including patient details, procedure / tariff codes, ICD-10 codes, amounts, tax calculations and payment records.

4.48 Not a financial service. Baselayer Billing produces and stores financial documents and a payment record on behalf of the Practice. Baselayer.med does not process patient payments, hold funds, act as a financial intermediary, provide accounting advice or replace a registered accounting service.

4.49 Tariff codes. The Platform includes reference databases of dental tariff codes, BHF / medical codes and biokinetics codes, depending on the Practice's configured vertical. While we endeavour to keep these current, Baselayer.med does not guarantee the accuracy, completeness or currency of any code list. The Practice and Practitioner are solely responsible for verifying codes and amounts used in billing.

4.50 No liability for Baselayer Billing. Baselayer.med accepts no responsibility or liability for billing errors, disputed charges, rejected medical aid claims, tax miscalculations, or any financial loss arising from Baselayer Billing or the use of any tariff / procedure code.

External Accounting Integration

The following provisions apply to the optional Billing Integration with supported third-party accounting services.

4.51 Billing – Practice responsibility. The Billing Integration allows Practices to create quotes, invoices and record payments through a connected accounting service. The Practice is solely responsible for the accuracy of all financial information entered, including patient details, procedure codes, amounts, tax calculations and payment records.

4.52 Accounting account. Use of the Billing Integration requires the Practice to maintain its own account with the relevant accounting service provider. The Practice is responsible for its accounting account, billing, and compliance with the provider's terms of service.

4.53 Source of truth. The source of truth for records held in an external accounting service is the Practice's account with that provider. Baselayer.med does not retain copies of those records beyond what is needed to facilitate the integration.

4.54 No liability for the integration. Baselayer.med accepts no responsibility or liability for any acts, omissions, downtime or data handling of the connected accounting service, or for any financial loss arising from the integration.

AI Chatbot

The following provisions apply to the AI Chatbot feature, which is separate from the AI Writing Assistant and AI Medication Check.

4.55 AI Chatbot – general assistance only. The AI Chatbot is a conversational assistant that provides general guidance on using the Platform. It does not provide medical advice, clinical recommendations, diagnoses, or patient-specific guidance of any kind.

4.56 Do not enter patient data. Users should not enter patient Personal Information, clinical details, or other sensitive data into the AI Chatbot. Conversations may be processed by a third-party AI provider.

4.57 Third-party processing. The AI Chatbot is powered by a third-party AI provider. Conversation content is transmitted to and processed by the provider in accordance with their data usage policies.

4.58 No liability for chatbot output. Baselayer.med accepts no responsibility or liability for the accuracy, completeness or consequences of any AI Chatbot responses. Users should verify any information provided by the chatbot independently.

Practice Analytics & AI Insights

The following provisions apply to the Practice Analytics dashboards and any AI-generated narrative insights.

4.59 Informational only. Practice Analytics surfaces aggregated metrics derived from the Practice's own data. It is provided for informational purposes only and must not be relied upon for clinical, billing, tax, regulatory or commercial decisions without independent verification.

4.60 AI insights. If the Admin opts to generate AI narrative insights, only aggregated, non-identifying summary numbers (counts, percentages, top categories) are sent to the AI provider. Patient names, contact details, identifiers and clinical free-text are not transmitted. The narrative output is advisory only.

4.61 No guarantee of accuracy. Baselayer.med does not guarantee the accuracy, completeness, currency or fitness-for-purpose of any analytics figure or AI insight, and accepts no liability for decisions taken in reliance on them.

Appointment Scheduling, Stock Take and Clinical Notes

The following provisions apply to appointment scheduling, Stock Take and clinical-notes features.

4.62 Appointment scheduling – Practice responsibility. Appointment data (including patient names, dates, times and doctor assignments) is managed entirely by the Practice. Baselayer.med does not verify appointment details, and Appointment Reminders supplement (but do not replace) the Practice's own scheduling and confirmation processes.

4.63 Calendar Integration. Where a Practitioner connects a supported third-party calendar service, the Practice is responsible for maintaining that connection and for any third-party calendar terms that apply.

4.64 Stock Take – Practice responsibility. Stock categories, items, counts and (where enabled) bookings linking stock items to patient names are created and maintained entirely by the Practice. Baselayer.med does not verify stock data, expiry dates or controlled-substance compliance.

4.65 Clinical Notes – Practice responsibility. Clinical notes and patient visit history are created, edited and maintained entirely by the Practice. Baselayer.med does not review, validate or approve clinical note content.

4.66 Audit logging. Access to patient data, AI-agent invocations, and document actions are logged for security and POPIA compliance purposes. These logs record which User accessed or modified data, and when, including IP address.

5. Eligibility and User Obligations

5.1 Professional use only. The Platform is intended exclusively for use by licensed medical, dental and biokineticist professionals and their authorised staff.

5.2 Licensing and registration. The Practice and Practitioners must hold valid, current professional registration / licensing and comply with all applicable professional and ethical requirements in their jurisdiction.

5.3 Accuracy and appropriateness. You are responsible for ensuring all Content entered into or generated through the Platform is accurate, complete, lawful, clinically appropriate and suitable for its purpose.

5.4 Patient consent and lawful basis. The Practice is responsible for establishing an appropriate lawful basis to collect and process Patient Personal Information and for obtaining any required consents (including informed consent, consent for photography, consent for WhatsApp communications and consent to submit electronic medical-aid claims) independently of any consent captured through the Platform.

5.5 Proper use. You must not:

  • use the Platform for any unlawful purpose;
  • use the Platform in a way that infringes any rights (including privacy, intellectual property or confidentiality);
  • upload or transmit malicious code or attempt to disrupt the Platform;
  • attempt unauthorised access to accounts, data or systems;
  • use the Platform to send spam or unlawful communications;
  • submit false, fraudulent or misleading medical-aid claims; or
  • misrepresent the Platform as providing medical advice or clinical services.

5.6 Account security. You are responsible for maintaining the confidentiality of login credentials and for all activities under your Account. You must notify us promptly of any unauthorised access or security incident.

5.7 Practitioner attestation at sign-up. When creating an Account, the person completing the sign-up must indicate whether they are themselves the registered practitioner who will use the Platform clinically, or whether they are setting up the Account on behalf of a named practitioner. In either case, the person completing the sign-up:

  • warrants that the named practitioner is, at the time of sign-up and on each subsequent use, validly registered with the Health Professions Council of South Africa (HPCSA) (or with the equivalent statutory regulatory body where the practitioner operates) and entitled to practise in the discipline selected for the Practice;
  • warrants that the South African ID number (or passport number where applicable) and HPCSA / regulatory body registration number provided are true, accurate and belong to the named practitioner;
  • where a practising certificate or proof of registration is uploaded, warrants that the document is genuine, current and unaltered;
  • acknowledges that issuing prescriptions, medical certificates, patient reports, implant reports, lab forms or any other clinical document through the Platform without the necessary professional registration and authority is unlawful, may constitute fraud, and may attract criminal, civil and professional disciplinary consequences;
  • acknowledges that we may at any time suspend or terminate access (with or without notice) where we have reasonable grounds to suspect that the attestation is false or that the Platform is being used by a person who is not a duly registered practitioner; and
  • acknowledges that we rely on this attestation, that we are not in a position to independently verify a practitioner's registration in real time at sign-up, and that the legal, professional and regulatory consequences of a false attestation rest entirely with the person who made it and (where applicable) the named practitioner and the Practice.

5.8 Liability shift on false attestation. Without limiting clause 14 (Indemnification), if it transpires that the attestation in clause 5.7 was false, misleading or made without authority, then the person who made the attestation, the named practitioner and the Practice (jointly and severally) shall be solely responsible for, and shall indemnify Baselayer.med in respect of, any prescription, certificate, referral, report, claim, communication or other Content issued through the Platform during any period of unauthorised use, and for any loss, harm, claim, regulatory penalty, professional sanction or third-party liability arising from such use. Baselayer.med has no duty to verify, and no liability for failing to verify, the matters covered by clause 5.7 prior to sign-up.

5.9 Continuing duty. The Practice and the named practitioner must promptly notify us if the practitioner ceases to be registered, is suspended, has practising privileges restricted, or otherwise becomes unable to lawfully practise in the relevant discipline. Continued use of clinical-document features in those circumstances is a material breach of these Terms.

6. Data, Privacy and POPIA

6.1 Roles. As between Baselayer.med and the Practice:

  • the Practice is the Data Controller (responsible party) for Patient Personal Information and Practice data processed through the Platform; and
  • Baselayer.med acts as a Data Processor (operator) to the extent we process Personal Information on behalf of the Practice and under the Practice's instruction.

6.2 Processing on instruction. We process Personal Information only to provide and support the Service, in accordance with these Terms, the Privacy Policy and documented instructions from the Practice, unless required otherwise by applicable law.

6.3 Storage location. Patient records, generated PDFs, Patient Photographs, Charting Data, billing records, audit logs and configuration are stored in Baselayer.med's managed cloud database and object storage hosted by our database, storage and hosting partners. Some Third-Party Service Providers may operate servers located outside South Africa; we require equivalent data-protection standards from each.

6.4 Sub-processors. The Service relies on Third-Party Service Providers (including hosting, database and object-storage providers, an authentication provider, an email delivery provider, a messaging provider, AI processing providers, a voice transcription provider, the Medical Aid Switch, accounting service providers, calendar providers and the Subscription Provider). The current list is described in the Privacy Policy. We will use reasonable efforts to notify Admins of material changes.

6.5 Privacy Policy. Our separate Privacy Policy forms part of the Service framework and provides further detail on processing, security measures, access controls, audit trails, sub-processors and retention approaches.

6.6 Practice responsibilities. The Practice is responsible for:

  • determining the purposes and means of processing Patient Personal Information;
  • ensuring a lawful basis for processing under POPIA and other applicable laws;
  • providing appropriate notices to Patients;
  • handling Patient requests (access, correction, deletion where applicable) and regulatory obligations; and
  • ensuring appropriate security safeguards for devices used in kiosk mode, User access management, and any external accounting service the Practice connects.

6.7 Information Officer. Data protection queries may be addressed to hello@baselayer.med.

7. Practice Data, Storage and Export

7.1 Patient records, documents, Charting Data, photographs, billing records and configuration are stored in Baselayer.med's managed cloud storage. The Practice does not need to host or maintain its own cloud-storage account for clinical records to use the Service.

7.2 The Practice retains ownership of, and the right of access to, its own records held in the Platform. On reasonable written request, and subject to verification of identity and authority, we will assist the Practice in exporting its data in a usable format.

7.3 Where the Practice uses the optional Billing Integration to mirror records into a connected external accounting service, that service's account remains the source of truth for those records. The Practice is responsible for maintaining its own access to that service.

7.4 The Practice is responsible for User access management, kiosk-device security, and the security of any external accounting service or calendar provider it connects.

8. Subscriptions, Fees and Payment

8.1 Access to the Service may require a paid Subscription. Fees, billing intervals, plan details and any minimum commitment will be presented at sign-up or in the Platform.

8.2 Subscription Fees are processed via the Subscription Provider through debit-order or card payment. By subscribing, the Practice authorises Baselayer.med to instruct the Subscription Provider to collect Fees according to the chosen plan.

8.3 Fees are payable in advance unless otherwise stated. Failure to pay may result in suspension or termination of access.

8.4 Unless required by law, Fees are non-refundable. If you believe you were billed in error, contact hello@baselayer.med within a reasonable time.

9. Intellectual Property

9.1 Baselayer.med and its licensors own all intellectual property rights in the Platform, Service, software, branding, designs and Documentation.

9.2 Subject to these Terms and payment of applicable Fees, we grant the Practice a limited, non-exclusive, non-transferable, revocable licence to use the Platform for its internal professional purposes during the Subscription term.

9.3 Your Content. Content entered or generated by Users (including charts, notes, photographs and billing records) remains owned by the Practice and/or relevant rights holder. You grant Baselayer.med a limited right to host, process, transmit and display such Content solely to provide and support the Service.

10. Third-Party Services

10.1 The Service relies on, and integrates with, Third-Party Service Providers including (without limitation): hosting, database and object-storage providers; an authentication provider; an email delivery provider; a messaging provider for WhatsApp; AI processing providers; a voice transcription provider; the Medical Aid Switch; supported third-party accounting service providers; supported third-party calendar providers where you choose to connect them; and the Subscription Provider for debit-order / card payments. Industry-standard search and web analytics tools are used only for the public marketing website and do not receive patient or clinical data.

10.2 Your use of those third-party services may be subject to their own terms and policies. We will use reasonable efforts to choose reputable providers, but the providers and their services may change over time.

10.3 Baselayer.med is not responsible for third-party services, their availability, security, changes, or acts/omissions, except to the extent required by applicable law.

11. Service Availability and Support

11.1 The Platform is provided on an "as is" and "as available" basis. We do not guarantee uninterrupted, error-free or secure operation.

11.2 We may perform maintenance, updates or modifications from time to time and will use reasonable efforts to minimise disruption.

11.3 You are responsible for maintaining appropriate internet access, devices and environments (including kiosk devices) required to use the Platform.

12. Warranties and Disclaimers

12.1 To the maximum extent permitted by law, Baselayer.med disclaims all warranties, whether express, implied or statutory, including implied warranties of merchantability, fitness for a particular purpose, non-infringement, accuracy, and uninterrupted availability.

12.2 You acknowledge that:

  • clinical outcomes depend on professional judgement and care beyond the Platform's control;
  • the Platform does not validate the correctness or appropriateness of any clinical Content; and
  • billing, accounting and medical-aid claim outcomes depend on factors outside our control, including the accuracy of Practice-supplied data and the policies and availability of medical aid schemes and accounting providers.

13. Limitation of Liability

13.1 To the maximum extent permitted by law, Baselayer.med shall not be liable for any loss, harm or damages arising from or related to:

  • any clinical outcomes, misdiagnoses, incorrect prescriptions, inappropriate referrals, treatment decisions, or Patient harm;
  • any Content created, entered, generated or transmitted by Users;
  • any information entered into or retrieved from the Medication Directory, Specialist Directory or Labs Directory, including incorrect medications, dosages, specialist details, laboratory information or outdated information;
  • any Lab Forms, including patient details, treatment specifications, instructions, medical aid claim authorisations, or any resulting claims, disputes or financial matters;
  • any Implant Reports, including implant specifications, clinical measurements, procedure details or patient communications;
  • any Patient Reports, including clinical findings, recommendations or narrative content;
  • any Medical Certificates, including visit details, diagnoses, fitness assessments or return-to-work dates;
  • any Charting Data, Patient Photographs or transcripts produced by Voice Dictation;
  • any Stock Take data, including stock-bookings linked to patient names;
  • any Supplier Forms, payment card data, or resulting financial transactions;
  • any AI Writing Assistant, AI Medication Check, AI Chatbot or AI insight output, whether accepted, modified or rejected by the Practitioner;
  • any WhatsApp, email or Appointment Reminder communications sent through the Platform, including delivery failures;
  • any quotes, invoices, payment records, statements, dental / medical / biokinetics tariff codes, or financial data created through Baselayer Billing or any external Billing Integration, or any resulting financial disputes or losses;
  • any electronic medical-aid claims, benefit checks or reversals submitted via the Medical Aid Switch, including rejected claims, short-payments, scheme disputes or audit recoveries;
  • any Practice Analytics figures or AI-generated insights;
  • any subscription debit-order, card-payment, mandate or recurring-billing event processed by the Subscription Provider;
  • any appointment scheduling data, Calendar Integration data, clinical notes records or practice tasks;
  • any reliance by any person on Platform-generated documents, charts, analytics, communications or claim responses;
  • third-party services (including hosting, database and object-storage providers, authentication providers, email and messaging providers, AI providers, the voice transcription provider, the Medical Aid Switch, accounting service providers, calendar providers and the Subscription Provider);
  • downtime, delays, interruptions, data loss, security incidents not caused by our wilful misconduct or gross negligence (where such limitation is permitted); or
  • any indirect, incidental, special, consequential or punitive damages, or any loss of profits, revenue, goodwill or data (even if advised of the possibility).

13.2 Cap on liability. To the maximum extent permitted by law, Baselayer.med's total aggregate liability for any claim arising out of or relating to the Service shall not exceed the total Fees paid by the Practice in the 12 months immediately preceding the event giving rise to the claim.

13.3 Nothing in these Terms limits liability where it cannot be limited by law.

14. Indemnification

14.1 The Practice (and, where applicable, the Practitioner) agrees to indemnify and hold harmless Baselayer.med, its directors, employees and contractors from and against any claims, liabilities, damages, losses, costs and expenses (including reasonable legal fees) arising from or related to:

  • the Practice's or Users' access to or use of the Platform;
  • any Content entered, generated, issued or sent through the Platform (including prescriptions, referrals, consent forms, charts, photographs, transcripts and patient instructions);
  • any information entered into or used from the Medication Directory, Specialist Directory or Labs Directory, including medication errors, incorrect dosages, inappropriate specialist referrals, or incorrect laboratory information;
  • any Lab Forms submitted through the Platform, including patient details, treatment specifications, instructions or medical aid claim authorisations;
  • any Implant Reports generated through the Platform, including implant specifications, clinical measurements, procedure details or narrative content;
  • any Patient Reports or Medical Certificates generated through the Platform;
  • any Supplier Forms submitted through the Platform, including payment card authorisations or financial information;
  • any use of or reliance on AI Writing Assistant, AI Medication Check, AI Chatbot, Voice Dictation or AI insight output;
  • any quotes, invoices, payment records, statements or financial data created through Baselayer Billing or any external Billing Integration;
  • any electronic medical-aid claim, benefit check or reversal submitted via the Medical Aid Switch, including any false, fraudulent, inaccurate or duplicate submission;
  • any Charting Data, Patient Photographs, Stock Take entries, appointment scheduling data, Calendar Integration data, clinical notes records or practice tasks;
  • any WhatsApp, email or Appointment Reminder communications sent through the Platform;
  • any breach of these Terms by the Practice or Users;
  • any false, inaccurate or unauthorised practitioner attestation made under clause 5.7, including any clinical document or communication issued through the Platform by, or in the name of, a person who is not a duly registered practitioner entitled to practise in the relevant discipline;
  • any violation of applicable laws, regulations, professional standards or ethical rules;
  • any claim by a Patient or third party relating to treatment, prescriptions, referrals, consent, photography, electronic claims or clinical outcomes; or
  • the Practice's failure to obtain appropriate consents or to establish a lawful basis for processing Patient Personal Information.

15. Suspension and Termination

15.1 Termination by you. The Practice may terminate its Subscription and/or stop using the Platform at any time, subject to any applicable billing terms or minimum commitment.

15.2 Termination by us. We may suspend or terminate access to the Platform (in whole or in part) if:

  • Fees are overdue;
  • we reasonably believe there has been unauthorised access, security risk or misuse;
  • you breach these Terms; or
  • required by law or to protect the Platform, Patients, Users or third parties.

15.3 Effect of termination. Upon termination:

  • the Practice may, on reasonable written request, request an export of its data prior to closure, subject to verification of identity and authority;
  • where the Practice has connected an external accounting service, the Practice retains access to records held in that service via its own account with the relevant provider;
  • access to Platform features may cease; and
  • we may delete or anonymise Platform-side data after a reasonable notice period, except where retention is required by law (including the 7-year medical-record retention period referenced in the Privacy Policy) or necessary for legitimate business purposes (such as dispute resolution, security and compliance).

15.4 Sections intended to survive termination (including limitations of liability, indemnities and governing law) shall survive.

16. Amendments

16.1 We may update these Terms from time to time, particularly when new features, sub-processors or integrations are added. If changes are material, we will take reasonable steps to notify Admins via the Platform or email and may require Users to re-accept the Terms before continuing to use the Service.

16.2 Continued use of the Platform after the effective date of any updated Terms constitutes acceptance.

17. Severability

17.1 If any provision of these Terms is found to be invalid or unenforceable, that provision shall be severed and the remaining provisions shall remain in full force and effect.

18. Governing Law and Jurisdiction

18.1 These Terms are governed by the laws of the Republic of South Africa.

18.2 You agree that disputes arising out of or relating to these Terms or the Platform shall be subject to the jurisdiction of the courts of South Africa.

19. Contact Information

19.1 General enquiries: hello@baselayer.med

19.2 Data protection / POPIA enquiries (Information Officer): hello@baselayer.med