Help & support
How can we help?
FAQs first. If your question isn't covered below, the contact form drops straight into our inbox.
Caliper - for ambulatory practices
›My Caliper dashboard isn't refreshing, what do I do?
Caliper syncs nightly. If today's data looks stale, hit Refresh on the dashboard to pull fresh aggregate counts on demand. If that doesn't resolve it, your EHR's OAuth token may have expired or been revoked, sign in again from /caliper/login and we'll re-authorize the connection.
›Where do I update billing or cancel my Caliper subscription?
Caliper subscriptions are managed via the Stripe Customer Portal. From /caliper/app/settings click Manage billing, payment method, invoices, and cancellation all live in the portal. Cancellations take effect at the end of the current billing period; no proration.
›I got an EHR sign-in error during setup, what now?
Most common cause: your EHR account doesn't have the role required to grant the SMART-on-FHIR scopes. Try with a practice administrator account. If the error mentions
access_denied or scope, copy the full URL from your browser bar and email help@scriptlanedata.com and we can usually pinpoint the issue from the URL alone.›Why is my percentile lower (or higher) than I expected?
Caliper's percentile is computed against a peer cohort of practices with the same primary specialty in your region. If you switch your primary specialty in Settings, the cohort recalculates on the next refresh. Practice Pro adds practice-size-matched cohorts and trajectory over time.
›Can I export my Caliper data?
Yes. From /caliper/app/insights click Export CSV for the raw aggregate counts, or Export PDF for a board-ready report (cover page, executive summary, talking points, methodology). Pro tier adds an auto-emailed monthly PDF.
›What data does Caliper actually read from my EHR?
Aggregate counts only, no PHI ever enters our systems. Specifically: Practitioner roster, Patient and Encounter as count-only via FHIR's
_summary=count parameter, Coverage by payor, and Organization / Location metadata. Every number passes a minimum cell-size floor of 11 before it's rendered. See the Caliper data-use addendum for the full data-handling commitments.›How do I add teammates to my practice?
Go to /caliper/app/settings → Team. Admins can invite teammates via email. Insights tier supports up to 10 seats; Pro is unlimited.
Scope - for pharma, DTC, and CROs
›Where do I update billing or cancel my Scope subscription?
Scope subscriptions are managed via the Stripe Customer Portal. From /scope/app/settings click Manage billing, payment method, invoices, and cancellation all live in the portal. Cancellations take effect at the end of the current billing period; no proration.
›Are there any caps on the free tier?
No. The free tier includes unlimited cohort scopings, unlimited Match Filter runs, and no NPI list size cap. Pro and Enterprise unlock quality-of-life features (saved libraries, public share links, CSV export, deeper analysis, longer audit retention, more seats), not raw run volume. See /scope#pricing for the full plan comparison, or email help@scriptlanedata.com with questions.
›How does Match Filter work? Is my NPI list safe?
Match Filter intersects your uploaded NPI list against the aggregate cohort returned by a scoping. The list is hashed inside an AWS KMS-backed enclave with per-tenant key derivation, intersected, and dropped from memory before the request returns. EHR partners never see your list and we never store it. Only the aggregate count comes back. Full data-handling commitments are at /trust/match-filter.
›Can I export my Scope results?
Yes. From a result page at /scope/app click Export PDF for a board-ready prospectus (cover page, methodology, specialty + region rollups, source- partner audit) or Export CSV for the raw aggregate counts. Match Filter results export with the cohort intersection count but never with the underlying NPI list.
›How do I share a scoping with my team?
From a result page click Share to mint a read-only signed URL — anyone with the link can view the result without signing in. Share links honor the same minimum cell- size floor and never expose per-partner attribution. To grant a teammate full edit access, invite them from /scope/app/settings → Team.
›How do I get a brokered campaign quote / prospectus?
Run a scoping at /scope/app, review the aggregate result, and click Request prospectus from the result page. We respond within one business day with a full prospectus and brokered-activation pricing on the EHR partner's standard contract paper. No NDA required to scope; activation runs on each EHR's partner-program contract.
›What does 'no PHI' mean for Scope specifically?
Scope queries return aggregate counts only with a minimum cell-size floor of 11 enforced at every adapter boundary. We never receive patient identifiers, names, MRNs, DOBs, or chart text. Match Filter optionally accepts your NPI list (provider identifiers, not patient PHI), processes it inside a KMS-backed enclave, and returns only an intersection count. See /trust for the full architecture and /legal/baa for the BAA template.
Both products
›Can I get a BAA?
Yes — both Caliper and Scope are BAA-ready. We execute on first review where any incidental business-associate obligations apply. Email help@scriptlanedata.com and we'll send the template that fits your use case (the Caliper data-use addendum at /legal/baa-practice for practice-side; the standard BAA at /legal/baa for Scope-side).
Quick links
Email support
or use your email client →Average response time: under one business day. Practice-name and plan auto-included if you're signed in.
Or email us directly at help@scriptlanedata.com.
For data-handling questions, see the Caliper data-use addendum and the Trust page. For security disclosures, email help@scriptlanedata.com with subject "Security disclosure".