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Consent & messaging setup

This is the administrator's side of consent and patient messaging — which channels you enable and how consent is captured on them. For how consent works in practice — how the assistant decides what it can share and how staff manage a patient's consent — see Consent & patient privacy.

The principle you're configuring around​

Before the assistant shares any personal health information over phone or text, two separate things must be true: the patient's identity is verified, and consent is on file for that channel. A patient can prove who they are and still not have consented — in which case the assistant shares nothing private and invites them to opt in instead. Everything below serves that rule.

Channels you enable​

Each messaging channel is turned on per clinic:

  • Portal messaging — two-way messages inside the patient portal.
  • Text (SMS) — texting with patients and prospects.
  • Phone — the voice assistant on your clinic line.

Consent to receive health information is tracked per channel, with a full audit history. It can be captured three ways:

  • From the patient portal — a patient turns consent on or off themselves.
  • By text (double opt-in) — a patient replies to confirm they want health information by text.
  • By staff — a team member grants or revokes consent from the patient's record.

A patient can reply STOP to a text at any time, which both stops further texts and withdraws text consent. The full behavior is covered in Consent & patient privacy.

AI-assisted replies​

How much the messaging AI does is set per clinic — from off, to drafting replies for a staff review queue, to sending only low-risk replies automatically. Sensitive messages are always escalated to a person, and every AI action is recorded. See Patient messaging & SMS.

Compliance posture​

Access to protected health information is logged, and emergency ("break-glass") access is time-limited and recorded. These safeguards are on by default.

Controlled rollout of patient SMS​

Because text messaging with real patients depends on identity verification, consent, and the required carrier agreements being in place, SMS is rolled out in a controlled way. Ask your Fertiligent contact about enabling it for your clinic.

Availability​

Consent capture and each messaging channel are enabled per clinic.