Carepatron now supports explicit SMS notification consent across the client journey, giving clients control over how they receive updates through SMS and helping you stay compliant with messaging regulations.
In this guide, we will cover:
SMS consent on the client intake form
When a provider sends an intake link, clients are asked about their SMS notification preference during registration.
Once a client enters a mobile number, a "Receive SMS notifications" dropdown appears on the registration step.
Clients must choose one of two options:
"Yes, text me notifications"
"No, I prefer email only"
This field is required when a mobile number is provided — the form cannot be submitted without a selection.
The client's choice is recorded as an audited consent log entry at the point of registration.
Notification preferences in the client portal
Clients can manage their notification preferences at any time from the client portal.
To update preferences:
Log in to the client portal.
Go to Settings → Notifications.
In the Notification preferences panel, toggle notifications on or off for each connected provider.
Important: Clients can opt out of one notification preference only. They can't turn off both.
Notification preferences in the provider portal
Providers can view and manage a client's SMS consent directly from the client's profile.
To view or update a client's preferences:
Open the client's record in the provider portal.
Navigate to the client's Settings page.
The Notification preferences panel shows the current SMS and email opt-in status.
Providers can update a client's preferences as needed, but are not allowed to turn off SMS notifications if the client initiated the opt-out.
In-app notification in the provider portal
The practitioner will get the in-app notification whenever a client has opted out of the "Notification preferences."
When a client/contact has opted for SMS or Email
Our system will send an in-app notification to the assigned staffs
When practitioners/staff click on this in-app item, it will redirect him/her to the setting page of this client/contact
What hasn't changed
This feature is additive. It only applies when SMS consent is enabled for a provider. If SMS consent is not enabled:
Existing notification preferences are unaffected.
Email delivery continues to work exactly as before.
No new prompts or fields are shown to clients.
All prior behavior remains in place for providers who have not enabled SMS consent.
Our team will be able to answer any other questions you may have. Just reply via messenger through the Help channel in your workspace.