SMS Consent Capture & Logging System
A done-for-you healthcare automation built for the Privacy Compliance Specialist, connecting Twilio, Jotform, and Google Sheets so the work below happens on its own.
What this automation does, step by step
Before any patient is enrolled in text message communications of any kind, this automation automatically presents a clear opt-in request explaining what they'll receive, whether that's appointment reminders, recall messages, or billing notices, and captures their explicit consent with a timestamp before a single text is ever sent.
Consent responses are logged automatically to the patient's record and synced to a central compliance log the privacy compliance specialist can audit at any time, and any patient who later replies STOP is automatically removed from all messaging workflows across the practice's tools simultaneously.
Consent status is checked automatically before every outbound campaign fires, so no message ever goes to a patient without consent on file.
This keeps the practice's texting program defensible and audit-ready instead of relying on staff to remember who opted in.
- Zapier or Make.com
- Twilio (consent capture and STOP handling)
- Jotform (opt-in form)
- Google Sheets (compliance consent log)
- Practice management software
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
Done manually, a privacy compliance specialist has to remember to follow up on every case individually, often relying on memory, phone calls, and whatever notes didn't get lost. None of it is difficult, it's just slow, repetitive, and easy to fall behind on.
With this automation
- Expiration and renewal alerts on a 90, 60, and 30 day countdown
- Signature and document chasers that escalate on their own
- Deadline tracking for filings, permits, and inspections
- An automatic audit trail of every notice sent
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