Healthcare practices and practitioners can use Halaxy to communicate via SMS or email for different purposes. Patients may receive appointment reminders, payment invoices, recalls, announcements, or even birthday greetings. However, some patients might have different preferences for what they want to receive from their practitioners.
To change this, you can set a patient's communication preferences in their profile.
Use these settings to choose which emails and SMS a patient receives from your practice, such as reminders, campaigns and one-off messages.
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Open the patient profile.
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Under the Communication & Reminders section, next to Communication Preferences, click the
pencil icon.
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In the pop-up, select the patient's requested preference option for email and/or SMS:
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Receive all emails or SMS from our practice: The patient receives all reminders, campaigns and one-off messages.
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Only receive account-related emails or SMS: This patient receives reminders and one-off messages. Campaigns will not be sent.
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Do not receive any emails or SMS: This patient does not receive any messages from your practice.
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(Optional) In the Notes field, add any notes for this patient.
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Click Save.
If a patient sends text messages you do not want to receive, you can block all incoming SMS messages from them. Text messages from a blocked patient are not saved or shown in Halaxy, and they do not raise an alert.
Important
You must be the account owner to block inbound SMS. The setting is greyed out for everyone else.
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Open the patient profile.
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Under the Communication & Reminders section, next to Communication Preferences, click the
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In the pop-up, turn on Block inbound SMS.
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Click Save.
From now on, text messages from that patient are not saved in Halaxy. If the patient replies Y or N to an appointment reminder, the appointment is not confirmed or cancelled. To allow their messages again, turn off the option and click Save.
Note
Blocking applies to all of the patient's phone numbers. If several patients share a phone number, Halaxy drops a text only when every patient on that number is blocked, so a family member who is not blocked still receives their texts. A contact with their own phone number is not affected by the patient's block.
Updated