Trust and controls
Contact permissions
Keep contact permissions attached to outbound follow-up actions.
Your clinic. Connected.
- Record the permission
- Check before contact
- Respect a change
A clearer next step for your team.
A booking reminder, a marketing message and a photo request can require different permissions. The workflow needs to know which one applies.
How it works
The workflow, step by step.
- 01
Record the permission
Keep the relevant messaging, calling, marketing and photo permissions attached to clinic records.
- 02
Check before contact
Apply the appropriate permission before an outbound workflow sends a message or call.
- 03
Respect a change
Use updated permission records to stop outreach that is no longer authorized.
Your team stays in control.
Permission checks depend on accurate records and the workflow involved. Your clinic remains responsible for its consent collection and contact policies.
What we’ll check for your clinic.
- Where each permission and withdrawal is recorded.
- How those records reach each outbound channel and sequence.
See this with your clinic’s workflow.
Bring your system, your questions and the way your team works.