HEALTHCARE & TELEHEALTH SMS COMPLIANCE

// Course Guide

Who this course is for

• Telehealth operations and product leaders
• Multi-specialty practice managers
• Patient engagement and wellness marketing teams
• Compliance staff managing EHR and messaging integrations

Why texting compliance is different for telehealth and multi-specialty practices

Telehealth runs on text messages: visit links, intake reminders, prescription notices and follow-ups, often generated automatically by EHR and video platforms. That automation makes it easy to leak PHI into message bodies, to send wellness marketing under treatment consent, and to lose opt-outs between the EHR and the messaging vendor. Multi-specialty practices add the challenge of keeping consent and content rules consistent across departments.

What each module covers

1. Dual Regulatory Foundation. Sets out why messaging compliance matters for telehealth and multi-specialty practices: the enforcement landscape, carrier blocking, litigation trends and the cost of getting it wrong.
2. TCR Registration for Healthcare. 10DLC registration for telehealth and multi-specialty practices: brand and campaign structure, use case selection, vetting, and keeping registrations accurate as the business changes.
3. Patient Consent Management. How to capture, scope and document consent for telehealth and multi-specialty practices: express versus express written consent, disclosure language, recordkeeping and consent that survives a challenge.
4. PHI Exclusions & Safe Harbors. Industry and jurisdiction-specific rules that apply on top of the TCPA for telehealth and multi-specialty practices, with practical guidance on how they change message design and consent.
5. Appointment Contamination Prevention. For telehealth and multi-specialty practices: preventing contamination: keeping marketing content out of informational and transactional messages so consent and registrations stay valid.
6. Opt-Out & EHR Integration. For telehealth and multi-specialty practices: processing STOP and other opt-outs across every system, honoring revocation by any reasonable means, and keeping internal and national DNC lists synchronized.
7. Wellness Marketing Compliance. For telehealth and multi-specialty practices: running compliant promotional programs: express written consent, CTA disclosures, frequency, quiet hours and state laws stricter than the federal rules.
8. Telehealth Architecture Compliance. Designing a compliance program for telehealth and multi-specialty practices: policies, roles, training, controls and the review cycle that keeps messaging compliant as it grows.
9. BAA Requirements & Implementation. Applied guidance on bAA Requirements & Implementation for telehealth and multi-specialty practices, with templates, checklists and case studies drawn from real programs.
10. Multi-Specialty Practice Compliance. For telehealth and multi-specialty practices: running compliance across multiple locations, brands or teams: centralized controls, shared suppression, registration structures and local accountability.
11. Dual Regulatory Documentation. For telehealth and multi-specialty practices: building the evidence trail: consent logs, message archives, monitoring dashboards and the records regulators, carriers and plaintiffs request.
12. Litigation Defense Strategies. For telehealth and multi-specialty practices: responding to complaints, demand letters, class actions and regulator inquiries: preserving evidence, common defenses and settlement considerations.
13. Final Certification Exam. A proctored final assessment covering every module, with scenario questions drawn from real telehealth and multi-specialty practices situations. Passing earns the course certificate.

The problem this course prevents

A telehealth platform's visit-link texts include the patient's condition in the link preview, and its wellness newsletter texts go to every patient with an appointment history. The course covers PHI exclusions, separating treatment and marketing consent, and EHR opt-out integration.

Course FAQ

Can visit links be sent by text?

Yes, with PHI-safe design. The telehealth architecture module covers link design, authentication and what the message body may contain.

Is wellness content marketing?

Often yes, especially when it promotes services. The wellness marketing module covers when it needs marketing consent.

Is the course self-paced?

Yes. Healthcare & Telehealth SMS Compliance runs about 20 hours across 13 modules, including the final exam, and you can work through it at your own pace with lifetime access to updates.

Is this course legal advice?

No. It teaches the rules, carrier requirements and operational controls that apply to telehealth and multi-specialty practices, but it is not a substitute for advice from qualified counsel on your specific program.