[BETA] Engage - Adding Clients to the Opt-Out List

⚠️ This feature is currently in BETA and may not be available to all customers.

📵 How to Add Patients to the Opt-Out List

This article explains how to review and add patients who do not wish to receive messages from your practice. Patients can choose to opt out of all communications or just specific message types (like appointment reminders or birthday reminders).

🛑 How Patients Can Opt Out Themselves

Patients can opt out at any time by replying to a text message with one of the following keywords:
STOP, CANCEL, UNSUBSCRIBE, STOPALL, END, or QUIT

Once a patient opts out, only they can opt back in by replying:
START, UNSTOP, or YES to the same number.

👩 How to Manually Add a Patient to the Opt-Out List

If a patient requests to be opted out manually, follow these steps:

1. Go to the Patients tab in Engage.
2. Select Patients from the menu.
3. Find the patient and click the Edit (✏️) icon next to their name.
4. In the communication preferences, choose the specific messaging types they wish to opt out of (e.g., appointment reminders, birthday reminders)