Managing Patient/Client Notification Templates

In Noterro, you have the ability to customize the emails, text messages, and phone calls that are sent to your patients/clients. This allows you to personalize the notifications and provide relevant information to your patients/clients. In this article, we will guide you through the process of editing Patient/Client Notification templates.

Editing Patient/Client Notification Templates

To edit a Patient/Client 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 in the top right header.
3. Select Templates from the dropdown menu.
4. Scroll down to the Patient/Client Notifications section.
5. Click on the Notification that you want to edit.
6. On the template page, you will find both the Subject and Content of the template.
7. Make the necessary changes to the template.
8. If you want to include specific information for each patient/client, you can use variables in the template. 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.
   • Example: "Hello {{Patient.FirstName}}, we look forward to seeing you at your appointment."
9. 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/Client Notifications section.
5. Click on the Notification that you want to edit.
6. This page contains both the Subject and Content 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 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 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 of the variables available
   
   

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

By editing the Patient/Client Notification templates, you can ensure that the messages sent to your patients/clients 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.

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), if you have the default value set to enabled, then the reminder will be enabled by default. You can still disable the reminder on a per-appointment basis. 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.

Allow replies to be sent to your clinic’s email address.

Optionally, you can enable the Reply-To value of the email being sent to patients/clients. This means that on supported email clients, if the patient/client presses Reply, then the reply will be sent to your clinic’s email address instead of noreply@noterro.com. Keep in mind that this can increase the spam-like characteristics of the email, so do not use this feature if your clients are having problems with emails being delivered to spam.

If you have any further questions or need assistance, please don't hesitate to reach out to our support team. We are here to help you optimize your patient/client communication.