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Engagement: How to Opt a Patient Out of Auto-Communication
Engagement: How to Opt a Patient Out of Auto-Communication

This article will discuss how to opt a patient out of receiving auto-communication by updating their communication settings

Grace Richards avatar
Written by Grace Richards
Updated over a week ago

In Engagement, you have the ability to manually update the Patient Communication Settings. This allows you to control what is sent to your patients and the preferred method of communication.

Note: Opting a patient out of Text or Email Communications does not stop them from receiving reminders unless you manually de-select the Appointment Reminders setting

How to Opt a Patient Out of Auto-Communication

  1. Access the Patients tab

  2. Click on the patient's name. This will open their patient card

    1. Alternatively, you can access the Three Dot Menu and select Settings to open the communication preferences in the Patient Card.

  3. Click on the Communication Preferences tab

  4. Next, select the check box options for the communication form you would like to opt them out of

  5. Click Save

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