Last updated: October 16, 2026 (consent wording version 2026-10-16)
CaseMgmt is a HIPAA-eligible case management platform operated by Marketing Loop LLC (“CaseMgmt,” “we,” “us”). Text messages are sent through CaseMgmt on behalf of the nurse case management organizations that use it (each, a “Provider Organization”). The Provider Organization has the care relationship with the patient. Every message names the Provider Organization it comes from.
Messages come from the Provider Organization's own CaseMgmt phone number. If it does not have one yet, links to forms and documents may come from a shared CaseMgmt number instead.
We never text a phone number until the person using that number has agreed to receive texts from that Provider Organization. Agreement is recorded for each phone number and each Provider Organization separately. Agreeing to texts from one organization does not sign you up for texts from another.
Signing an intake form or agreement, giving your number, or telling staff out loud is not enough on its own. You agree in one of these ways:
We never send a first text to ask whether you want texts.
When you agree on the page, we record the date and time, how you agreed, the exact wording you saw, your IP address and your device/browser type. This is our record of your consent.
The wording you agree to:
“I agree to receive text messages from [Provider Organization], sent through casemgmt.io, at the number ending in [last 4 digits] about my care, such as links to forms and documents to complete and, if my care team uses them, appointment reminders. Message frequency varies. Message and data rates may apply. Reply STOP at any time to stop, or HELP for help. Agreeing is not a condition of receiving care. Texts are not monitored around the clock; in an emergency, call 911. Carriers are not liable for delayed or undelivered messages. Terms and privacy: casemgmt.io/sms-consent.”
After you agree, you get one confirmation text:
“[Provider Organization]: You're signed up for texts about your care. Msg frequency varies. Msg & data rates may apply. Reply HELP for help, STOP to opt out.”
Agreeing is not a condition of receiving care. If you don't agree, your Provider Organization will reach you another way, such as email or phone.
Consent wording version 2026-10-16.
Messages are about your care only:
We never send marketing or promotional text messages.
Message frequency varies with your care. Each Provider Organization has limits on how many texts can be sent.
Message and data rates may apply, depending on your mobile carrier and plan. CaseMgmt does not charge you for text messages.
Reply STOP to any message. You can also reply STOPALL, UNSUBSCRIBE, CANCEL, END or QUIT. You'll get one confirmation and no further texts from that number.
You can also ask your case manager to stop texts. To start again, reply START (or YES / UNSTOP).
Reply HELP to any message. The reply says the texts come through casemgmt.io, tells you to contact your case manager or email admin@casemgmt.io, and reminds you how to stop. On a Provider Organization's own number it also names the organization. You can also email admin@casemgmt.io.
Mobile numbers are stored securely and used only to deliver the messages described above. Our message logs keep only the last four digits of a number. The consent record keeps the full number so we can match replies like STOP. We share mobile numbers only with our text delivery provider (Twilio), and only to deliver messages. We do not sell, rent or share mobile numbers or text opt-in data with anyone for marketing, and opt-in data is never shared or sold. For more detail, see our Privacy Policy and Business Associate Agreement.
Provider Organizations may only text people who agreed in one of the ways in section 2, and must follow all applicable laws, including the Telephone Consumer Protection Act (TCPA) and state messaging laws. CaseMgmt blocks texts to numbers without recorded consent. See our Acceptable Use Policy and Terms of Service.
Staff of a Provider Organization can choose to get work notices by text (for example reminders and urgent alerts). They add their own mobile number in My Settings, agree, and confirm it with a one-time code. Work texts never include patient details. Agreeing is optional and not a condition of employment. Staff see and agree to:
“I agree to receive work text messages from [Provider Organization], sent through casemgmt.io, at the number ending in [last 4 digits]: the notices I turn on in My Settings (such as reminders, items assigned to me, urgent alerts and my daily summary). Texts never include patient details. Message frequency varies. Message and data rates may apply. Reply STOP at any time to stop, or HELP for help. Agreeing is optional and not a condition of employment; I can turn texts off in My Settings at any time. Carriers are not liable for delayed or undelivered messages. Terms and privacy: casemgmt.io/sms-consent.”
STOP, START and HELP work the same way as for patients.
Text messages are not monitored around the clock. In an emergency, call 911. Carriers are not liable for delayed or undelivered messages.