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Brightly record request and clinical liaison terms

Version: 1.0 February 2026 

Purpose and scope

These Terms apply when Brightly requests clinical information from a General Practice or provides an assessment summary for review and clinical liaison.

Brightly will only request information where the patient (or their legal representative) has provided explicit consent for Brightly to contact the practice and receive the requested information.

Unless otherwise agreed, Brightly’s request is limited to a standard PMS extract of:

  • Long-term conditions list; and

  • Long-term medications list.

  • $40 + GST: For provision of the record extract, per patient request.

  • $80 + GST: For review of the Brightly summary and completion of a liaison discussion (where performed).

Brightly may provide the practice with a concise assessment summary. The practice may elect to review this and participate in a brief (10–15 minute) clinical liaison discussion with Brightly to support the patient’s care.

Fees and payment

Fees are paid for the administrative and clinical time required to fulfill requests, as follows:

The practice will invoice accounts@agebrightly.co.nz monthly in arrears for services performed in the prior month. Invoices must list the patient name and applicable line items. Brightly will pay valid invoices by the 20th of the month following the month in which the invoice is received.

By providing the requested information or submitting an invoice, the practice agrees to these terms.

Intellectual property (IP)

Each party retains ownership of its background IP.

All intellectual property and improvements relating to Brightly’s services (including tools, pathways, and reports) belong to Brightly. All intellectual property and improvements relating to the Practice’s services (including clinical templates and workflows) belong to the Practice. Each party grants the other a limited, revocable licence to use this IP only as necessary to provide care to the shared patient.

Privacy and clinical responsibility

Both parties will comply with the New Zealand Privacy Act and the Health Information Privacy Code. Secure channels must be used for all transmissions of health information.

Each party remains clinically independent and responsible for its own clinical decisions, scope of practice, and professional obligations.