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GENERAL DATA PROTECTION REGULATIONS (GDPR)

A new feature has been added to Assisi to help with compliance of the General Data Protection Regulations (GDPR), which will supersede the UK Data Protection Act. This allows you to self-administer your clients’ contact preferences by way of a secure web portal (ie a specially designed, secure website individual to each practice).

You will be able to send a link to your clients that will direct them to your practice portal. This can be by bulk text and/or email messages to your existing clients, and individually to new clients as they are registered.

Once directed to the portal, your clients will be able to specify their own contact/marketing preferences which, in turn, will be transmitted back to their client records in Assisi and the records updated accordingly.

If you wish to use this feature, we will configure your practice portal for you and guide you through the transmission of any bulk emails/texts – contact Support for more information.

Client Marketing Preferences

The client screen has been updated to include a Reminders preference and a Marketing preference. The Marketing preference has superseded the previous Mail preference.

It is possible for a client to choose to receive communication regarding vaccine reminders but not for marketing purposes.

To Send Bulk Invitations

  1. You can customise an ad-hoc report to select the clients to whom you wish to send the link.

  2. This can be exported to a list from which you are able to send bulk emails/text messages.

  3. Once the client clicks the link included in the invitation, they will be directed to your portal and prompted as follows:

Screen 1


Screen 2

Screen 3

Screen 4

To Send Individual Invitations

From the Client screen, click this tile on the right-hand toolbar to send an invitation to that client.

  • If one or more of the telephone boxes on the client screen are populated and ticked, then a text message will be sent;

  • if the Email box is populated and ticked, then an email will be sent;

  • if one or more of the telephone boxes is populated and ticked and the Email box is populated and ticked, then the client will receive an email and a text message.

Communication Log

A Communications Preferences History is automatically maintained by the system. By right clicking on this same tile, you can display - and print - a log of the client’s marketing selections, with a new entry being generated each time their selections are updated.

  • Phone OK is the tick box alongside the home telephone number on the client screen.

  • Mobile OK is the tick box alongside the mobile telephone number on the client screen.

  • Work OK is the tick box alongside the work telephone number on the client screen.

  • Email OK is the tick box alongside the email address on the client screen.

(Where True means that the box is ticked and False means that the box is not ticked.)

  • Reminders is the Reminders selection button.

  • Marketing is the Marketing selection button.

(Where True means the box reads Yes and False means the box reads No.)

Printing the Communications History Log

You can print out the log by clicking on the printer icon on the history display screen.

In addition to the history of the clients’ communication preference selections, you can activate a log of all client communications, including text and email messages for reminders, etc. Once this log has been activated, you can view the entries by clicking the Movements tile.