Editing Patient Communication Preferences

Within the Communications tab of the patient profile, you can manage patient phone numbers and communication preferences.

To get to the patient communication preferences:

• Navigate to the appropriate Patient Profile
• Select Communications from the patient navigation
• Choose the Communication tab

To add a phone number to the patient’s profile:

• Click Add New Number
• Mark whether the number is a Cellphone or a Landline using the toggle
• Click Save

To edit the patient's communication preferences:

• For each of the four campaign categories, select the patient’s Primary Channel (Voice or Text).
• For each of the four campaign categories, select the patient's Preferred Contact number.

To opt the patient in/out of receiving future campaigns:

• Use the toggle next to each campaign category (Opt In is the default setting).

To opt the patient in/out of receiving future marketing messages:

• Use the toggle for the Marketing Consent Status (Opt Out is the default setting)