Psychologist owners: keep client SMS prefs current easily

Practice admins miss SMS consent at a client's fourth visit, risking client trust. An email asks clients to opt out after their fourth visit so admins avoid sending unwanted SMS.

Overview

Clinical practices risk client trust when unwanted SMS are sent after repeated visits. This workflow prompts clients after their fourth visit to confirm or opt out of SMS, keeping communication preferences current and reducing opt-out complaints. Practices report faster preference updates and fewer unwanted messages.

Notable Features

Trigger email after fourth visit
Record opt-out choice in client record
Notify admin for follow-up when unanswered