In this article, you will learn about our updates to:
Link to Release Video below
Custom Automated Communication Emails
If you want to create your own customized emails to be sent out to patients based on your criteria, the Custom Automated Communication feature will be your solution.
In order to create a customized email go to Practice Account -> Automated Communications -> choose the location -> select the Custom tab.
You can create a new custom email by clicking New Communication.
A pop-up window where you can configure the email will appear.
First, name the email.
Next, configure the conditions that should be met for the email to go out. You need to select the following:
- Appointment Type (s) - for which appointment type(s) the email should be delivered.
- Appointment status(es) - for which appointment status(es) the email should be delivered.
- Treatments - for which treatment(s) the email should be delivered.
Note: You cannot select a treatment for the following appointment types:
-Virtual Consult
-Virtual Followup
-Phone Consult
After that, select the timing for delivering the email.
The email can be sent out before the appointment, after the appointment, or instantly.
Note: The script for sending the emails before or after an appointment is triggered every hour. So the email will not be sent at the moment of meeting the conditions identified at some point within the following hour. If you choose to send the email instantly it'll be sent right away when the conditions are met.
Select the timing for the email delivery.
Then, input the subject of the email which will be seen as the Subject line in the patient's inbox.
Note: it is recommended to put your practice's name in the Subject line for branding purposes.
Finally, compose the content of the email for your patients. Make use of our smart objects to help you add dynamic data to the email.
Note: Remedly prohibits sharing PHI (protected health information) via automated emails.
When you are ready with the automated communication configurations, click Save.
A success message will pop up. Click OK to quit.
The custom email will be added to the list with a default status of Active.
In order to deactivate an automated communication, click the 3 dots on the right side for the preferred email and then select Deactivate.
Confirm the deactivation.
The status of the email will be changed to Inactive.
Also, from the drop-down menu you can edit the email as well as delete it.
Note: Only active emails can be edited.
When you have a long list of custom emails, you can use the search bar to quickly find the necessary email by name.
Also, it's possible to sort the emails by name and status.