What To Do if a Patient No Longer Wants to or Cannot Use the Program (Opt Out)

The 'Opt Out' function can be used to track how many patients have opted out of the program and offers full insight into why patients are unable to use the SeamlessMD program. Please refer to this Guide to Opt Out a Patient.

Here are the reasons why patients may be opted out of the program:

1. Patient declined or no longer wants to use the program
2. Patient has passed away (opt out only in the event that the patient already has an existing account)
3. Patient is no longer having surgery and surgery will not be rescheduled (opt out only in the event that the patient already has an existing account)
4. Patient does not qualify to be enrolled on to the program (i.e. due to surgery type, does not have a device or internet access)

It is important to ensure that when patients are opted out right from the start that their contact information is not added to the enrollment page or if opting the out of an existing account, it is important to toggle 'OFF' both email and text notifications so that they no longer receive notifications from the program.

Please follow the steps below in order to successfully list a patient as 'Opt-Out' upon enrollment:

1. Begin by adding the patient to the patient roster by clicking the green "Add a Patient" button on the top right part of your screen

2. Once the enrollment page opens, you will see the 'Opt Out' toggle. Turn on the 'Opt Out' toggle.
   1. You will be able to select an opt out reason from the drop-down menu or type in a new reason

3. You can fill out the enrollment form as per usual (without including an email address or phone number) and click 'Save' to enroll the patient as an 'Opt Out'
   1. The patient will appear on the 'Opt Out' tab of the patient roster

Patient No Longer Wants to Use the Program

If a patient decides they would no longer like to use the SeamlessMD program, you will want to list them as an Opt Out.

1. Within the patient roster, locate the patient's account and click on the 'Edit' button under the Actions column

2. Once the enrollment page opens, turn 'OFF' the email and text notifications. You will see the 'Opt Out' toggle at the bottom and turn on this 'Opt Out' toggle.
   1. You will be able to select an opt out reason from the drop-down menu or type in a new reason

3. Save the patient's account so that the changes are made. You will be able to see a notification that the patient has been opted out along with the reason why on the individual patient profile.

Death of a Patient/Patient No Longer Needing SeamlessMD Access

If a patient will no longer be using SeamlessMD you will want to list them as an Opt Out and turn off all notifications so that they no longer receive messages from SeamlessMD.

1. Within the patient roster, locate the patient's account and click on the 'Edit' button under the Actions column

2. Once the enrollment page opens, scroll to the contact information and ensure that the Send Emails and Send SMS toggles are turned off so that patients no longer receive notifications.
   1. You will want to do the same for the caregiver contact information to ensure they no longer receive notifications