Customize Notifications Sent to Patients

 

Emails, Text Messages and Phone Calls which are sent to patients can be customized by following these steps.

  1. Login as the Admin.
  2. Click Settings.
  3. Under the Patient category click Notification Templates.
  4. Click the desired Edit button.
  5. This page contains both the Subject and Content of the template.  
  6. Below is an example of a subject line which contains a variable.




  7. Variables in the notification template allow you to have specific information inserted into a message sent to a patient.  For example, if a patient's name is "Bob", and you would like to say "Hello Bob" in your message, then you would need to use the variable of Patient's First Name in the sentence.  Below is an example of what a variable looks like in the message.




  8. There are many different variables to choose from, and different variables are available for different types of notifications, below is an example of some of the variables available.

  9. You can also specify how many hours before the appointment you would like to send these notifications.

 

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5 Comments

  • 0
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    Sarah Humphries

    Step 9 says you can 'specify how many hours before the appointment you would like to send these notifications.' but I can't see where to actually change this?

  • 0
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    Ryan

    The dropdown at the bottom of the page is where you specify the hours.

  • 0
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    Sarah Humphries

    Apologies can u send me a screenshot cause still not seeing where this is
    Thanks

  • 0
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    Heather Keaney

    Is there a way to turn off EmailsText Messages and Phone Calls which are sent to patients? I know you can turn off in the 24 hour notice for each individual client in bookings but I'd like to stop all notifications. 

  • 0
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    Ryan

    Heather, I created a ticket for you.  We can bulk disable these notifications for you.

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