Opt-in with Comviira: How patients consent securely and in compliance with data protection regulations

WhatsApp-Opt-in-Prozess im Gesundheitskontext mit Zustimmung im Chat

The first message is crucial – not only communicatively, but also legally. Anyone who wants to use WhatsApp in a healthcare context must meet one key requirement: a clean, documented opt-in process. But what does such a process look like that satisfies both the GDPR and the HWG – and does not deter?

Why a clean opt-in is essential

Especially in health communication, the legal situation is clear:

  • The GDPR rightly requires informed, voluntary and documented consent for the processing of personal data – especially for sensitive content.
  • The Medicinal Products Advertising Act (HWG) regulates which content may be communicated to whom – e.g., whether HCP verification is required.

A patchy opt-in—for example, via vague checkboxes or informal invitations—isn't sufficient here. The consequences: legal risk, lack of verifiability, and a potential loss of trust.

With Comviira, we support a seamless, transparent, and user-friendly approach. We offer a integrated, fully documented opt-in processthat is tailored exactly to these requirements:

Transparent introduction: Before their first interaction, users receive a clear explanation: Who is communicating here? For what purpose? What data is being stored?

Click-based consent in chat: Instead of external links or forms, the opt-in takes place directly within WhatsApp.

Documentation in the background: Each opt-in is automatically recorded and saved with a timestamp – audit-proof and retrievable when needed.

Optionally with identification: If necessary, the opt-in can be combined with verification – e.g., via PZN, code or DocCheck access.

Best practices for a successful opt-in

A clean opt-in is mandatory – a cleverly designed opt-in is optional. Here are a few proven approaches from practice:

  • Clarity before beauty: Clichés and convoluted texts are avoided, understandable language creates trust
  • User guidance with buttons and text input: the user is guided with buttons and clear text instructions
  • Transparency: open and comprehensive communication about which data is collected, when and how
  • Make earmarking visible: It is made clear what the user is receiving content for – e.g., “supporting material for therapy” or “response to service requests.”
  • Give an outlook: show what the further dialogue looks like and the user retains full control (e.g. stop or help commands)

Bottom line: A good opt-in is more than just a checkmark. It's the foundation for trust.

Comviira aims to combine legal requirements with an intuitive user experience – based on a transparent and documented process, without the need for a new app or external tools.

If you are interested in Comviira or have any other questions, please do not hesitate to contact us.


👉 Contact us: https://www.cross4channel.de/kontakt/

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