Managing Patient/Client Notification Templates

In Noterro, you can customize the emails, text messages, and phone calls sent to your Patient. This lets you personalize the notifications and provide relevant information to your Patients. This article will guide you through editing Patient Notification templates.

Editing Patient Notification Templates

To edit a Patient Notification template such as an email or text message reminder notification, follow these steps:

1. Log in as the Admin.
2. Click on the Gear icon (top right header).
3. Select Templates from the dropdown menu.
4. Scroll down to the Patient Notifications section.
5. Click on the Notification that you want to edit.
6. You will find the template's Email Subject and Email Body on the template page needed to make the necessary changes.
7. You can use Variables in the template if you want to include specific information for each Patient. For example, if you want to address a Patient by their first name, you can use the variable of the Patient's first name in the message. It will look like this: "Hello {{Patient.FirstName}}, we look forward to seeing you at your appointment."
8. Once you have made the desired changes, click Save to save the updated template.

Using Variables in Notification Templates

1. Log in as the Admin.
2. Click on the Gear icon (top right header).
3. Select Templates from the dropdown menu.
4. Scroll down to the Patient Notifications section.
5. Click on the Notification that you want to edit.
6. This page contains both the Email Subject and Email Body of the template.
7. Below is an example of a subject line that contains a variable.
   
   

1. 
   
   
2. Variables in the notification template allow you to Insert Specific Information 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 the Patient's First name in the sentence. Below is an example of what a variable looks like in the message:
   
   

1. 
   
   
2. There are Different Variables to choose from. Different variables are available for different types of notifications, below is an example of some available variables.
   
   

1. For appointment reminders, you can specify how many hours you want to send this notification before the appointment.

Important Note: By editing the Patient Notification templates, you can ensure that the messages sent to your Patients are tailored to their needs and provide them with the necessary information. Review and update the templates regularly to keep them up-to-date and relevant.

Setting Reminder Default Settings

For both Appointments and Classes, you can control whether or not you want Email, SMS, or Phone reminders to be enabled by default when booking an appointment as a staff member. For each sending method (Email, SMS, Phone), the reminder will be enabled by default if the default value is enabled. To enable or disable reminder default settings, follow these steps:

1. Log in as the Admin.
2. Click on the Gear icon (top right header).
3. Select Templates from the dropdown menu.
4. Scroll down to the Patient Notifications section.
5. Click on the Notification that you want to edit.
6. Check or uncheck the Reminder is enabled by default checkbox.
7. Click Save.

Important Note: If the reminder default settings are enabled, you can still disable the reminder on a per-appointment basis.

Sending Replies to your Clinic’s Email Address

Optionally, you can enable the Reply-To value of the email sent to Patients. If the Patient presses Reply on supported email clients, the reply will be sent to your clinic’s email address instead of noreply@noterro.com. Remember that this can increase the spam-like characteristics of the email, so do not use this feature if your Patients have problems with emails being delivered to spam.

If you have any further questions or need assistance, please don't hesitate to contact our support team. We are here to help you optimize your Patient communication.