Opting Patients out of Feedback Surveys

Some patients may not want to receive feedback surveys; for these patients, you can record their opt-out preference for these surveys.

Setting a Patient's Contact Preferences

Open the patient's record.
Go to the Details tab.
Click on Preferences.
The patient's current contact permissions will be displayed.
- For feedback surveys (rep.com, Working Feedback), place a cross in the Reputation Survey Emails option.
  - This will stop them from receiving future feedback survey emails.
  - If it is ticked or unmarked, then feedback surveys will still be sent to those patients.
  - Click OK to save your changes.