Opting Out Of Marketing

๐Ÿ” What is it?

Some patients may choose not to receive marketing content. Respecting that choice supports transparency and trust.


๐Ÿ“ข Why this matters

This ensures your practice honors patient privacy and stays compliant with consent based marketing standards.


๐Ÿงน How to manage opt-outs

  1. Click on the Patients tab

  1. Select the patient who asked to not receive marketing

  1. Click on Communication Preferences

  1. Turn off Sponsored Marketing and Targeted Marketing, click update preference to save the changes


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