To ensure the General Data Protection Regulations (GDPR) and regulatory compliance are met, you must have explicit permission from a health care professional (HCP) to contact them by electronic means.
Channel Preferences are completely configurable and your organisation will have specified the information to be gathered, the contact methods offered, the email texts used and the period for which permission remains active.
All changes to Channel Preferences are tracked and recorded in an audit log.
Your view of the Channel Preference permissions is read-only. This means that you cannot make any changes to the options selected. Changes can only be made by the HCPs themselves or users with administrator rights.
Normally the request to provide permissions will be as a result of a face-to-face or telephone call with the HCP.
Open the customer record
Navigate to the Channel Preferences page
Add the HCP email address to the Email address field
Click the Save button to add the email address to the customer record. The Send button will become active
Click the Send button
An email is sent to the HCP email address on the customer record.
The below text is an example only. The actual text used will be provided by your organisation:
The HCP clicks the link contained in the email and sets their preferences.
The HCP will receive a confirmation email with a link to change their preferences at any time.
The below text is an example only. The actual text used will be provided by your organisation:
The selected options are stored directly to the Marketing and Access page on the customer record.
