Manage Communication Opt-In and Opt-Out

Steps

1. Open the patient profile in PayStack.

2. Review the patient’s communication consent status (text/email).

3. If the patient opts out:
• Update the opt-out status.
• Confirm the patient’s preferred channel (if any) for future communication.

4. If the patient opts in:
• Confirm the phone/email is correct.
• Save the opt-in status.

5. Send a test message only if your policy allows it and the patient requested confirmation.

What Happens Next

• Opt-in/opt-out status affects whether statements, reminders, and receipts can be sent via the selected channel.

• Scheduled messages follow your automation rules, but consent settings determine deliverability.

You’ll Know It Worked When

• The patient profile shows the correct consent status.

• Messages send only through the allowed channel(s).

Common Issues

• Patient still gets messages after opting out: confirm you updated the correct contact record and that automations aren’t using a different number/email.

• Patient wants messages but they fail: verify contact info and confirm they are opted in.

• Multiple contacts on file: ensure the correct primary phone/email is selected.