Changing default email messages

Changing default email messages

The default subject line and message for emails generated by the software can be customized using letter templates.  A single default can be set for each general type of email communication (e.g., confirmation for all appointment types), and a specific default can be set for each appointment type (e.g., confirmation for a wellness exam).
  
To change the default for general types of email communications:
  1. Click on Settings
  2. Click on "configuration" and select "view email defaults"
  3. Click on the edit icon next to the email you wish to change
  4. Update the subject line
  5. Select the desired letter template that will be used as the default message
  6. Click the save icon
To change the default for specific appointment types:
  1. Click on Settings
  2. Click on "configuration" and select "view appointment types"
  3. Click on the edit icon next to the appointment type you wish to change
  4. Select the desired letter template for the confirmation and/or reminder that will be used as the default for this appointment type
  5. Click "save"
If no defaults are selected for a particular appointment type, the default set for that type of communication will be used (i.e., the default set under configuration > view email defaults).   If no default is selected for a communication type, the system default will be used.

For more information about using letter templates, please see  working with letters.

For more information about creating custom appointment types, please see  managing appointment types.


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