SMS Messaging Consent & Privacy Policy

1. Overview

Marketing Loop LLC (“CaseMgmt,” “we,” “our”) uses SMS text messaging to communicate with patients enrolled in our medical case management services. This page describes how we collect consent for SMS communications, what types of messages we send, and how patients can opt out at any time.

2. How Consent Is Collected

Patients provide consent to receive SMS messages through one or more of the following methods:

• Written Agreement: Patients sign a Medical Case Management Agreement upon enrollment in our services. This agreement includes consent to receive electronic communications, including SMS messages, related to their care coordination.
• Verbal Consent: During intake or care coordination calls, patients may verbally consent to receive text messages. Verbal consent is documented by the case manager in the patient record.
• Web Portal: Patients who create an account on our patient portal acknowledge and agree to receive SMS notifications as part of the registration process.

3. Types of Messages Sent

We send the following types of SMS messages to patients who have provided consent:

• Video/Audio Call Links: Secure links to join scheduled nurse case management sessions
• Appointment Reminders: Reminders about upcoming scheduled calls or appointments
• Care Coordination Updates: Important updates related to the patient's care plan

We do not send marketing, promotional, or advertising messages. All SMS communications are directly related to the patient's active case management services.

4. Message Frequency

Message frequency varies based on the patient's care plan and scheduled appointments. Typically, patients receive 1-5 messages per month. Message and data rates may apply depending on the patient's mobile carrier and plan.

5. Opting Out

Patients may opt out of SMS messages at any time by:

• Replying STOP to any text message received from us
• Contacting their case manager directly
• Emailing us at admin@casemgmt.io
• Calling our office and requesting removal from SMS communications

After opting out, patients will receive a one-time confirmation message and will no longer receive SMS messages. Opting out of SMS does not affect the patient's enrollment in case management services.

6. Help

For help or questions about our SMS messaging, patients can:

• Reply HELP to any text message for assistance
• Email admin@casemgmt.io
• Contact their assigned case manager

7. Privacy & Data Protection

All SMS communications are handled in compliance with:

• HIPAA: We do not include Protected Health Information (PHI) in SMS messages. Messages contain only appointment links and general reminders without clinical details.
• TCPA: We comply with the Telephone Consumer Protection Act. Messages are only sent to patients who have provided prior express consent.
• CTIA Guidelines: We follow all Cellular Telecommunications Industry Association best practices for commercial messaging.

Phone numbers are stored securely and are not shared with third parties for marketing purposes. Phone numbers are only shared with our SMS delivery provider (Twilio) for the sole purpose of delivering messages.

8. Supported Carriers

SMS messaging is supported on all major US carriers including AT&T, Verizon, T-Mobile, Sprint, and most regional carriers. Carrier message and data rates may apply.

9. Contact Information