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Contact Preferences
Individual Contact Preferences
Individual Contact Preferences

Family members or staff may prefer to be contacted by voice, text, or email. Find out how to manage those preferences or unsubscribe users.

Kristi Aruja avatar
Written by Kristi Aruja
Updated over a week ago

Automated Care Messaging determines who and how (voice, text, or email) to contact individuals based on your Organization's Communication Methods. However, you do have the ability to set a preferred contact method (or unsubscribe) for an individual.

PointClickCare EHR Users

Resident family members may request to receive messages via a different contact method (voice, text, or email). This can be done by any staff member with edit access to PointClickCare resident chart profile data within your facilities.

By default, contacts will receive your message following your organization’s preferred settings; however, you can override this for individuals requesting a different contact method. You can do so directly in the PointClickCare contact record by adding a code in the contact’s Comments field as shown here:

  • Open the Resident’s Chart

  • Select the Profile tab

  • In the Contacts table, click edit on the contact whose preference you wish to update

Add the requested preference code (below) to the Comments Field

Note: If you were previously adding the preference code in the Address field, it will still work, however, we recommend adding the preference code in the Comments field moving forward.

  • For voice: (PR:V)

  • For email: (PR:E)

  • For text (SMS) to their cell number: (PR:TC)

  • For do not contact (or unsubscribe): (PR:N)

  • To Force Voice call to cell number: (PR:VC)

Note: Preference Codes are case-sensitive, and must be in CAPITAL letters.

Note: Please be aware that the Pager Phone and Other Phone contact fields are INVALID and will be ignored by the Cliniconex platform.

FlexData Integration Users

To change or apply a Preferred Contact Method, use the following codes in your data source:

  • For voice: (PR:V)

  • For email: (PR:E)

  • For text (SMS) to their cell number: (PR:TC)

  • For do not contact (or unsubscribe): (PR:N)

  • To Force Voice call to cell number: (PR:VC)

Staff Communications Preferences

If you use our Staff Communications Add-on, the preference codes for staff and others can be managed from the data source by adding a column labelled "Preferred Contact Method" and applying the following codes:

  • For voice: (PR:V)

  • For email: (PR:E)

  • For text (SMS) to their cell number: (PR:TC)

  • For do not contact (or unsubscribe): (PR:N)

  • To Force Voice call to cell number: (PR:VC)

Unsubscribing Users

Should a family member or staff contact request to longer be contacted (Unsubscribe), use the following preference code and apply it to the contact as described above:

  • do not contact: (PR:N)

Using this code will signal to ACM to ignore this contact without having to remove the record from your system to prevent any future messages from being sent.

What's Next?

When preferences aren't set at the individual level, the method of contact will automatically be determined by Organization Contact Preferences. Learn more here.

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