You can send a customised email or SMS notification to a patient when hey are referred to your clinic, informing them about their referral status.
This specific action can be added to an incoming referral statuses. See Configuring incoming referral statuses.
The following referral notifications can be customized:
Referral Request Accepted,
Referral Request Received,
Referral Request Rejected.
The default message (email and SMS) for the notifications are:
Referral Request Accepted
We have accepted your referral to be seen by <referred_provider> from <ordering_provider>.
Referral Request Received
We have received a referral for you from <ordering_provider> and have added you to our waitlist.
Referral Request Rejected
We regret to inform you that we are unable to accept referrals at this time.
💡 Tip: We advise you use email email notifications and only use text messages for unique cases. See SMS overage fees.
From the main menu, click Settings > Notifications.
Under the Patient tab, scroll down to Referral Notification.
Under Email or SMS, click the gear icon next to the greyed out Default.
A Customise Email or SMS notification window appears.
You can modify the email or SMS title and content by clicking in the corresponding fields.
To pull patient's demographics and clinic information into the message, click Add Variable and select a specific variable.
The following variables are available: Patient Identification, Patient Name and Business Name.
There are various options to format the text. Make use of the options in the bar above the text box.
⚠️ Important: CHR users get 1000 SMS (text) messages per month per paid licence. It is very easy to reach your monthly limit when sending text notifications, especially when they run over more than one SMS. See SMS (Text) overage fees update.
Created June 21, 2021