ENGAGE SMS Consent Process

Reference page for Twilio A2P 10DLC reviewers and compliance verification.

ENGAGE is a patient engagement platform for optometry practices.

Patients are enrolled into ENGAGE only by authorized staff at participating practices.

Before enrollment, practice staff obtain the patient's consent to receive SMS communications related to their eye care.

Patients are never automatically enrolled. ENGAGE does not support public "text-to-join" campaigns.

Patients receive messages related only to their care, including:

  • Dry eye education
  • Home treatment reminders
  • Follow-up scheduling requests
  • Appointment reminders
  • Other eye care communications

Patients may reply STOP at any time to opt out, or HELP for assistance.

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Patient Enrollment and SMS Consent Workflow

ENGAGE Exam Room Enrollment screen showing required SMS Consent field set to Consented before a patient can be enrolled.

Before a patient is enrolled into an ENGAGE treatment pathway, practice staff obtain the patient's consent to receive SMS communications related to their eye care. Staff must confirm consent during enrollment before the patient can be enrolled. ENGAGE permanently records the consent confirmation, timestamp, and staff member as part of the patient's audit record.