How to get your Opt-out List from Review Wave

In managing communications effectively, respecting opt-outs is crucial to maintaining trust and compliance with privacy regulations. When switching from Review Wave to EMBODI Connect, you will need to obtain an opt-out list from Review Wave, here's a step-by-step guide to help you through the process:

Step 1: Request the Opt-Out List

The first step is to contact Review Wave directly and request a list of all patients or clients who have opted out of receiving phone and email communications from your organization. This can usually be done through their customer support or administrative channels: [e-mail] 

Step 2: Receive the Opt-Out List

Review Wave will process your request and provide you with the opt-out list. Typically, they will send it to you via email.

Step 3: Save the Files in .xlsx Format

Once you receive the opt-out list, it's important to save the files to your computer in a format that is widely accessible, such as .xlsx (Excel spreadsheet format). This ensures that others who need to review or manage the list can open and work with the data effectively.

Step 4: Securely Share the Opt-Out List

Share them securely with EMBODI thru encrypted email/file sharing portals like Virtru, ProtonDrive (ProtonMail), Cryptomator, Sookasa (by Barracuda Networks), nCrypted Cloud, ownCloud, Mega.nz, etc.

Effectively transferring opt-outs from Review Wave to EMBODI ensures that your organization respects customer preferences and complies with privacy laws. By following these steps—requesting the list, securely receiving and saving it, and then sharing it responsibly—you maintain trust with your clients while fulfilling legal obligations. For any specific queries or detailed instructions, always refer to Review Wave's support resources or consult with their customer service team for tailored assistance.