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Streamlining patient communication with Rivet
Streamlining patient communication with Rivet

How to communicate with your patients, ensuring PHI and HIPAA compliance, and accessing past communication with patients.

Updated over a week ago

Rivet offers a convenient way to communicate with patients via text and email. In this article, we'll guide you through the process of setting up texting and emailing on your Rivet account, how to communicate with your patients, ensuring PHI and HIPAA compliance, and accessing past communication with patients.

Getting started

To start using texting and email, you'll need the following set up on your Rivet account:

  1. An SMS number in Rivet

  2. The default email for your Rivet account.

To check if you have an SMS number set up, go to your Account Settings page. If you need one set up or replaced, email support@rivethealth.com or chat with our team.

Communicating with Patients

Once you have set up texting and email on your Rivet account, you can communicate with your patients in the following ways:

  • Send an email or text with an estimate from a completed estimate

  • Send a message to your patient through the Communications tab on their patient profile

To send an email or text from a completed estimate, click on the "Estimates" tab and select "Estimates" or "Patients" from the drop-down menu.

Search for the patient and click on their completed estimate. Click "Send Email" to customize the email and choose recipients,

or "Send SMS" to send a text message.

To send a message through the Communications tab on a patient's profile, click the "Patients" tab and select "Patients" from the drop-down menu. Search for the patient and click on their profile.

Click on the "Communications" tab

then the email or chat bubble icons in the "Create new" area.

PHI and HIPAA Compliance

Rivet ensures PHI and HIPAA compliance by asking patients for their consent to receive PHI via email or text. A patient-specific link will be generated, requiring the patient to enter their last name and date of birth to allow PHI to be sent to them.

You can check if the patient has accepted or declined PHI communication, and also if you have requested PHI. You'll be able to see it in the Patient's Communication section of their profile.

If you have not yet communicated to them via text or text, there will not be a "PHI: granted" or "PHI: declined" showing.

You can also find PHI consent message by clicking “account setting”

Under the “Patients” section select “PHI “consent”

Here you can configure how your patients access private data when you send it to them.

You can also resend the PHI consent message to patients who have previously opted out and now wish to opt back in. This message will accompany any communication you send to the patient. To initiate this process, simply toggle on the PHI consent button.

Accessing Past Communication

To access past communication with a patient, select the "Communications" tab on their patient profile.

You can view all communication with that patient and follow up by clicking on the line you want to inspect, which will take you to the texting screen or allow you to follow up via email.

By using Rivet's texting and emailing features, you can streamline your patient communication and ensure PHI and HIPAA compliance.

To learn more about patient collections, contact the Rivet support team at

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