Privacy operations · messaging · reviewed 28 August 2026
Client communication channel inventory
A channel-by-channel map of what clients use, what information travels, and what happens when communication fails.
Use the resource →Use before enabling email, text, portal, voicemail, video, forms, or automated reminders.
This does not certify a channel as secure or obtain client consent for a particular use.
Recheck the source links before relying on an older saved copy. Entries stay in this open page. Copy or print the working copy before leaving.
Working resource
Make the invisible facts visible.
Review point 01
Inventory channels and owners
Record each system, account owner, vendor, devices, integrations, and backup route.
Review point 02
Define permitted content
State what may and may not be sent through each channel and how identity is checked.
Review point 03
Map vendor obligations
Record agreement status, settings, retention, subprocessors, and incident terms.
Review point 04
Set client expectations
Align consent, response time, emergencies, opt-outs, shared devices, and message retention with actual practice.
Review point 05
Plan misdelivery and outage response
Record containment, alternate contact, escalation, and documentation steps.
Review point 06
Test with fictional data
Verify sender identity, notifications, previews, routing, accessibility, and deletion without exposing real client information.
Private working copy
Carry the review into your own next action.
Your entries remain only in this open page. They are not saved, uploaded, transmitted, or placed in the URL. Use a non-identifying reference—not a client name.
Your working copy
Controlling material
Read the authority, not merely the worksheet.
Educational information only; not legal, clinical, tax, billing, or regulatory advice. A resource cannot resolve facts it was not given or authority that changed after the review date.
