By default all patients receive their bills via text message and email. However for various reasons, some patients prefer not to be contacted this way. In these cases, here’s how to turn off text messages for an individual patient.
1. Navigate to the Patient’s Profile
If you aren’t already there, head over to the main page of a patient’s account. If you’re unsure how to do this, check out our guide: How to Find a Patient’s Profile.
2. Locate the Toggle in the Profile Header
- In the header of the patient profile page, in the lower right hand corner you’ll find a toggle labeled “Auto Send Text Message (On)”
3. Toggle the Setting
- Switch it into the off position.
4. Confirm the Action
- A confirmation window will appear to make sure you really want to turn off text messaging. Click ‘Confirm’ to finalize the change.
And You’re All Set!
This patient will no longer receive text message communications unless you manually trigger them, or you toggle this setting back on in the future.
Frequently Asked Questions
Does turning text messages off prevent email statements from being sent as well?
No, it does not prevent emails. If you have an email address on file for a patient, and your practice has emails activate in you patient statements settings, then patients will continue to get statements by email even with text messaging turned off.
If you’d like to send a paper statement, you can do that in bulk by following the instructions in our 🧾 overview of the patient statements tab. Or check out our guide on how to 📬 send individual patient statements.
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