RevConnect references the information from the patient's Demographics component, Communication Opt-in section, to send messages. Although it is likely this data has already been entered for your patients, it can be verified and/or updated by accessing, Patients > search for and open a patient > Demographics > Personal Details.
Phone/Email
A cell phone number must be entered for text messaging communication. An email must be entered for email communication.
Communication Opt-in
If Communication Opt-in preferences are indicated for the patient, RevConnect refers to the preferences to send communication. If No is selected, this is considered Opt-out and RevConnect will not send communication to the patient. See Example
- Category relationships to Communication Opt-in Settings:
- Appt. Conf.: Appointment Reminder and Wait List
- Recall: Recall and Recare
- Orders: Order notification
- General: Text to Pay and Birthday messages
- General Communication text messages require one of the following settings:
- General is set to Yes, and the associated text message box is checked.
- General has no selection.
- These settings indicate that the patient has agreed to receive additional types of text messages, such as birthday greetings and Text to Pay notifications. For more information on RevConnect or to speak with a RevConnect professional, click here.
- General Communication text messages require one of the following settings: