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What does opting-in/out mean?

Opting refers to a patient’s choice about whether their medical data is included in Metriport’s network queries and shared with connected systems—opting in enables data retrieval and consolidation, while opting out stops any new data exchanges until the patient opts back in.

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Opt‑Out / Opt‑In a patient via Dashboard

  1. Go to Dashboard → Patients Dashboard view showing the Patients menu
  2. Click on a patient from the list: Patients list with one patient selected
  3. Open the actions menu (⋯) on the far top right of the patient details page. Patient details page with actions menu icon highlighted
  4. Choose Opt Out of Networks or Opt In to Networks depending on your intent: Dropdown showing Opt Out of Networks and Opt In to Networks button
If you opt a patient out, they will no longer participate in any ongoing network queries or data sharing until you opt them back in.

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Opt‑Out via API

Update a patient’s network opt‑out status programmatically. For full details, see the HIE Opt‑Out API reference.
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