For Patients: patients can reply “STOP” to text messages to stop receiving any future text messages and can click on the unsubscribe link at the bottom of emails to “unsubscribe” from emails. To start receiving text messages again, patients must reply “START”. With patient’s permission, emails can be enabled by unchecking the “Disable Emails” box on the Patient Info card.
For Staff:
search for patients in the Inbox
Click on the edit patient info (pencil icon) on the right side of the screen (It says "Open Patient info" when you hover over it.)
Click on Office updates and announcements tab
Check both ☑ "Disable Email" & ☑ “Disable Text" boxes
Click on the blue "Save" button
This can also be done using the Patient Search box. Click on patient’s name to open Patient card & follow above directions.
For Campaigns: Assign the patient a "not qualified" tag and then exclude (red minus sign) the tag using the campaign tag filter in the Audience.
