Set and Manage Client Communication Preferences

Before you can start a consultation, you must review and confirm each client’s consent and preferred communication channels by setting the communication preferences in the client’s account and disabling any channels they do not wish to receive messages through. To do this, follow the steps below:

1. Go to Records > Clients & Patients and search for the client you want to view.

2. On the Client Details tab of the Client page, select the pen button to edit client details.

3. Review and select the Client consents to SMS communication and Client consents to email communication checkboxes as applicable. These checkboxes indicate whether the client has agreed to receive communications via specific channels. Ensure that these options reflect the client’s current consent preferences.

4. Select the Communication preferences button to configure more detailed preferences.

5. The Communication Preferences dialogue displays all communication preferences set up for the department. Use the toggle switch for each preference to select the client’s preferred communication options.

6. From the Valid from drop-down list, set the start date of the client’s consent or the validity period of their communication preferences.

7. From the Valid to drop-down list, set the end date for the client's consent or communication preferences. After this date, the preferences may need to be renewed or updated.

8. In the Privacy policy version field, enter the version of the privacy policy that was in effect when the client gave their consent. This ensures an accurate record of the policy terms agreed to, especially if the policy changes over time.

9. From the Consent given drop-down list, select how the client's consent was obtained. The options are:

10. Select Save.