Post-Visit Follow-Up SMS — Patient Consent

Who Sends These Messages

• Messages are sent by Cleo Health on behalf of the patient's care provider or clinic.
• Messages are about the patient's recent medical visit only — including discharge instructions, medications, test results, and follow-up steps.
• Messages are not general marketing or promotional blasts.

How Patients Consent — Verbal Consent at the Clinical Visit

Verbal consent script

How consent is documented

When the patient verbally agrees, the licensed care provider or authorized clinic staff documents the patient's consent in the Cleo clinical visit workflow and the patient's medical record before any follow-up phone call or text message is sent.

When messages are sent

Text messages are sent only after the patient has provided verbal consent during their visit and only in connection with that consented post-visit follow-up program. SMS is typically sent after a related automated follow-up phone call about the same encounter.

How Patients Consent — SMS Keyword Confirmation

After a patient has provided verbal consent during their visit and receives an initial follow-up text message, the patient may confirm SMS enrollment by replying YES, START, or UNSTOP.

Required Disclosures

• Message frequency: Message frequency varies based on patient interaction; generally fewer than 5 messages per visit follow-up.
• Rates: Message and data rates may apply.
• Privacy: Mobile phone numbers are not sold or shared with third parties for marketing purposes.
• Opt-out: Patients may opt out at any time by replying STOP, UNSUBSCRIBE, CANCEL, END, or QUIT to any message. Opt-out requests are honored immediately.
• Help: Patients may reply HELP or INFO for assistance.

Privacy Policy and Terms of Use

• Privacy Policy
• Terms of Use

These policies govern Cleo Health's handling of patient information and communications.

Sample Messages Patients May Receive