Scope
Define the types of messages permitted (marketing, transactional, appointment reminders) and any excluded categories.
A clear, auditable consent reduces legal risk, improves customer clarity, and creates a reliable record for dispute resolution. Properly executed consents support compliance with ESIGN (15 U.S.C. §7001) and help meet consumer-protection requirements like the Telephone Consumer Protection Act (47 U.S.C. §227) where calls or texts are involved.
Use a tailored version for the audience and channel (telemarketing, SMS, email) and keep a copy tied to the client record.
Define the types of messages permitted (marketing, transactional, appointment reminders) and any excluded categories.
List permitted channels specifically (e.g., voice calls, SMS/text, email) and whether automated dialing or prerecorded messages are allowed.
Explain the business reasons for contact so consent is informed, specific, and limited to stated uses.
Provide clear revocation instructions and expected processing time for withdrawal of consent.
Capture full legal name, contact details, and a signature block with date for attribution.
Record metadata (IP address, timestamp, authentication method) to support electronic-signature validity and dispute resolution.
| Workflow Setting | Recommended Configuration |
|---|---|
| Authentication | Email verification plus optional SMS OTP |
| Field Types | Signature, checkbox, date, text fields |
| Routing | Sequential signer order where required |
| Reminders | Automated reminders at 3- and 7-day intervals |
Choose configurations that balance low friction with the authentication strength needed for TCPA, HIPAA, or financial rules.
Consent applies from the signed date
Confirm contact within 24–72 hours
Process opt-out requests within 10 business days
Keep records according to retention policy
Review long-term consents annually
| Criteria | Client Consent to Contact | Marketing Opt-In |
|---|---|---|
| Consent Scope | transactional + marketing | marketing only |
| Required disclosure | purpose specified | minimal disclosure |
| Revocation method | defined process | unsubscribe link |
| Legal basis | esign / tcpa compliance | tcpa considerations |
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | No | No | Yes, limited | Yes, limited |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
Optica introduced an online opt-in for investor updates using a short consent form and verification code.
A clinic collected appointment reminder permissions via a secure patient portal with explicit HIPAA language.