Accessing Notification Templates

Email and SMS Notification Templates can now be found in the side-navigation menu in Settings > Notification Templates for those who are Provider Admin or an Office Staff

Creating the SMS Notification

Click New Template to create a new SMS notification template and configure the following settings in order to start editing the template body:

1. Type the name of the notification
   • Tip: Append names with "- Virtual" or the name of physical location to which the notification applies. This will make it easier to find if you set up location-based notifications.
2. Select a Notification Type from the dropdown.
3. Select the Access Roles from the dropdown to whom the notification will be sent.
4. Type a description of the notification (optional).
5. Select the Location from the dropdown to where it will apply. By default this will be set to "All" locations.
6. Select "Create a new SMS Notification".
7. Default copy will pre-populate.
8. Create the notification.
9. Click the Activate button for the template that you created.
   

Editing the SMS template

Click on an existing template in Settings > Notification Templates with an "SMS" format.

1. Edit the name.
2. Edit the Notification Type.
3. Edit the recipient(s) by clicking one or more Access Role(s).
4. Deactivate the template status to disable the template, if needed
5. Edit a description of the notification.
6. Select a language (defaulted to "English")
7. Edit the copy as needed.
8. Click “Update Notification Template” to save your changes.

Note: If editing a Reminder template, you can change timing to send out a SMS Appointment Reminder to 3 days, 1 day, 12 hours, or 6 hours prior to an appointment's start date.

You can incorporate tags in your customized template to ensure certain information is being pulled from the appointment details. The following table shows what each tag will display in the email if selected: