In Engagement, you have the ability to manually update patient communication settings and opt patients in or out of certain messaging types. This allows you to control what is sent to your patients and the preferred method of communication.
Please note the following about patient communication preferences:
Appointment reminders: Ensure that the appointment reminders checkbox is selected within the patient card. Deselecting the appointment reminders checkbox will prevent the patient from receiving communication about upcoming appointments.
Text messages opt-out: Opting a patient out of text messages will prevent the patient from receiving text message communication EXCEPT for appointment reminders. If the patient does not want to receive text message appointment reminders, be sure to select 'Email' as the appointment reminder type.
If a patient personally opted out of texts by replying STOP to a text message, they will need to reply UNSTOP to your SMS number to unblock the number on their end. Click here to learn more about resubscribing a patient to receive text messages.
Email messages opt-out: Opting a patient out of email messages will prevent them from receiving emailed appointment reminders and other email communications (such as email campaigns). They will still be able to receive appointment reminders and messages via text.
If a patient personally opted out of emails by clicking 'Unsubscribe' on an email they received from Engagement, this will prevent them from receiving future emailed reminders and other email communications. They will still be able to receive appointment reminders and messages via text.
Review requests opt-out: Opting a patient out of review requests will prevent the patient from receiving requests to leave reviews for your practice.
How to Opt a Patient Out of Messaging
Access the Patients tab
Click on the patient's name to open their patient card
From the patient card, click on the Settings gear
Click on the Communication Preferences tab
Next, select the check box options for the communication form you would like to opt the patient in or out of
Click Save to apply changes
Check to See if a Patient Has Opted Out of Messaging
If a patient has been opted out manually or has personally unsubscribed from communications, you will not be notified. There is currently no way to generate a list of patients that have opted out of communications.
In order to find out if a patient has opted out of communications, you can do so by opening their patient card and reviewing their Communication Preferences.
To review preferences in the patient card:
Access the Patients tab
Click on the patient's name to open their patient card
From the patient card, click on the Settings gear
Click on the Communication Preferences tab
Review the communication options that the patient is currently opted in or out of
