🎞️ View video tutorial: Customizing patient notifications
You can send email or SMS notifications to patients when they are referred to your clinic, informing them about their referral status (received, accepted, and rejected). These notifications come pre-configured with default text and variables for both email and SMS, but you can customize them. If you have French enabled in your CHR, you can customize both the English and French notifications.
⚠️ Important: When possible, use email notifications (which are free) instead of SMS messages (which come at a cost when you exceed your clinic's monthly limit). Refer to SMS overage charges for more information.
You can customize the following referral notifications:
Referral Request Accepted
Referral Request Received
Referral Request Rejected
Steps
1. From the main menu, click Settings > Notifications. By default, notifications for Patients are displayed.
2. In the Referral section, click Default to Edit email or Edit SMS. (If the notification is already customized, click Customized).
3. Based on your selection, the Edit email notification or Edit SMS notification window appears, showing the default text for that specific notification.
📌 Note: If your clinic has French enabled, both the English and French default notifications are displayed.
4. Click into the Message field to make any changes to the body of the message. For emails, you can also edit the Email Title (subject).
💡 Tips:
To delete a variable, click after the variable and press Backspace {delete}.
For email, use the formatting bar at the top as needed (e.g. bold, italic, bulleted list, add hyperlinks etc.).
For SMS, you can add a hyperlink by typing the URL and pressing Enter {Return}.
5. To add variables, click the Variables button above the message and select a variable from the list. For more information on the available variables and their actions, refer to Variables for notification templates.
6. For email notifications, click Preview to see how the message will appear when sent to the patient.
📌 Note: If your clinic has French enabled, both the English and French default notifications are displayed.
7. To discard your changes and revert to the default notification, click Reset to default.
💡 Tip: For clinics with French enabled, if you have customized both English and French notifications and want to reset both of them to the default, click Delete Custom Texts.
8. Click Save when you are finished making changes. In the Notifications window, Customized is displayed next to the notification you just configured.
Updated December 11, 2024