Update Patient Preferences

Steps

1. Open the patient profile in PayStack.

2. Find the Preferences section.

3. Update what you need:
• Communication preferences (text/email)
• Opt-in/opt-out status (if applicable)
• Receipt or notification settings (if available)

4. Save changes.

5. If you changed messaging preferences, send a test message (if appropriate) to confirm delivery.

What Happens Next

• Updated preferences affect how patients receive statements, receipts, and other messages.

• Changes apply immediately, but scheduled messaging follows your automation rules.

You’ll Know It Worked When

• The patient profile shows the updated preference.

• The next message/receipt uses the updated delivery method.

Common Issues

• Patient still receives messages after opting out: confirm the opt-out status saved and verify you’re updating the correct patient/contact.

• Delivery fails: verify phone/email and resend.

• Conflicting contacts: ensure the correct primary phone/email is selected for messaging.