Back Office SMS Consent

SMS consent management in client administration

SMS Consent/Back Office
← Overview
SMS consent documentation
Front Office →
Online booking interface

Back Office Implementation

The Back Office system allows administrative staff to manage SMS consent for patients, including adding, editing, and revoking consent permissions as needed.

Staff-managed consent
Audit trail tracking
Bulk consent management
Compliance reporting
Permission history

📝Verbal Consent Script for Staff

Verbal Script & Complete Dialogue Example

📌 Read the following script verbatim to the client (shown in first STAFF section below):

STAFF:

"By providing your consent, you certify that you agree to the Terms and Conditions and Privacy Policy. You consent to receive SMS messages to the cell number provided for notifications from Practice Vault. The messages will be for appointment reminders and healthcare-related communications. You understand that you can opt-out of receiving text messages at any time by responding with STOP. You can reply with HELP to get help. Message and data rates may apply. Message frequency may vary based on your appointment schedule."

STAFF:

"Please confirm the phone number you would like to receive SMS messages at and if you agree to receive SMS from Practice Vault?"

CLIENT:

"My phone number is [XXX-XXX-XXXX] and I agree to receive SMS from Practice Vault."

STAFF:

"I am documenting your opt-in agreement with the number you provided in our database. At any time if you wish to remove your consent to receive messages, you can verbally opt-out or reply STOP to the SMS messages."

CLIENT:

"OK. Thank you."

⚠️ Critical Requirements:
  • Read the ENTIRE script without modifications
  • Obtain explicit verbal confirmation of phone number
  • Obtain explicit "I agree" statement from client
  • Document consent immediately in the system
  • Set notification preferences to "Text Only" or "Text/Voice Mail" in the dropdowns below

Section 1: Create Client Modal

Phone Number Management

Adding Phone Number

Create Client - Add Phone Number

Back Office - Add Phone Number
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Interface for adding client phone number during client creation

Client Without SMS Consent

Create Client - No SMS Consent

Back Office - Client Without SMS Consent
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Shows the create client modal when SMS consent is not provided

Client With SMS Consent

Create Client - SMS Consent Enabled

Back Office - Client With SMS Consent
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Shows the create client modal when SMS consent is granted

Notification Preferences

Setting Notification Preferences

Create Client - Notification Preferences

Back Office - Notification Preferences
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Interface for setting client notification preferences during creation

Section 2: Edit Client Page

Phone Number Management

Editing Phone Number

Edit Client - Phone Number Management

Back Office - Edit Phone Number
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Interface for editing client phone number and SMS preferences

Client Without SMS Consent

Edit Client - No SMS Consent

Back Office - Edit Client Without SMS Consent
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Shows the edit client interface when SMS consent is not enabled

Client With SMS Consent

Edit Client - SMS Consent Enabled

Back Office - Edit Client With SMS Consent
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Shows the edit client interface when SMS consent is active

Notification Preferences

Editing Notification Preferences

Edit Client - Notification Preferences

Back Office - Edit Notification Preferences
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Interface for modifying client notification preferences

Dynamic Notification Preferences Rendering

Edit Client - Dynamic Notification Preferences Rendering

Back Office - Dynamic Notification Preferences
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Dynamic rendering of notification preferences based on client settings and system configuration