SMS Consent Policy

Last updated: June 7, 2026

1. Who sends these messages

CaseMgmt is a HIPAA-eligible case management platform operated by Case Management Solutions LLC (“CaseMgmt,” “we,” “us”). SMS text messages are sent through the platform on behalf of the nurse case management organizations that use CaseMgmt (each, a “Provider Organization”) to coordinate care with their patients. The Provider Organization is the party that has the care relationship with the patient and is responsible for obtaining consent before any message is sent.

2. How patients consent (opt-in)

A patient may consent to receive SMS messages through any of the following:

  • Signing a Medical Case Management Agreement or intake form that includes SMS consent
  • Providing verbal consent that is documented by their case manager
  • Submitting their mobile number through a CaseMgmt web portal or form that discloses SMS use

Consent to receive SMS messages is not a condition of receiving care or services. Patients can decline SMS and still be served by other means (phone, email, mail).

3. What messages we send

Messages relate solely to a patient's care coordination and may include:

  • Appointment reminders and scheduling
  • Video visit / call join links
  • Care coordination updates and follow-up requests
  • Links to complete intake or care forms

We do not send marketing or promotional text messages. Messages are transactional and care-related only.

4. Message frequency

Message frequency varies based on the patient's care plan, typically 1 to 5 messages per month.

5. Message and data rates

Message and data rates may apply depending on the patient's mobile carrier and plan. CaseMgmt does not charge patients for text messages; standard carrier rates are the responsibility of the patient.

6. How to opt out (STOP)

Patients may opt out at any time by replying STOP to any message. After replying STOP, the patient will receive one confirmation message and will not receive further SMS messages unless they opt back in by replying START. A patient may also opt out by contacting their case manager directly.

7. How to get help (HELP)

For help, reply HELP to any message, or contact us at admin@casemgmt.io. Patients may also contact their case manager directly for assistance.

8. Privacy and how numbers are handled

Mobile numbers are stored securely and are used only to deliver the messages described above. We share mobile numbers only with our SMS delivery provider (Twilio) for the purpose of message delivery. We do not sell, rent, or share mobile numbers or SMS opt-in data with third parties for their marketing purposes, and mobile opt-in data is never shared or sold. For full details on how we handle personal information and Protected Health Information, see our Privacy Policy and Business Associate Agreement.

9. Responsibilities of Provider Organizations

Provider Organizations using CaseMgmt to send messages are responsible for obtaining and documenting valid consent from each recipient and for complying with all applicable laws, including the Telephone Consumer Protection Act (TCPA) and applicable state messaging laws, as described in our Acceptable Use Policy and Terms of Service.

10. Contact

CaseMgmt — Case Management Solutions LLC

Email: admin@casemgmt.io

Web: https://casemgmt.io/contact