Edit a notification message

Change the wording and test it before it goes out.

Table of Contents

You can reword any notification so it sounds like your clinic. Go to Setup, Client Notifications, then click Edit template on the message you want. The editor shows a live preview next to your changes.

Change the wording

Choose Standard for the ready-made layout, or Custom for your own design.
Edit the Email message and the SMS message.
Use the merge tag menu to insert details such as the patient's name, so each message fills in by itself.
Under Attachments, add any files patients should receive.

Test it

Click Save changes, then Send Test Email or Send Test SMS to send yourself a copy. The test button stays off until you save, so the test always matches your latest wording.

Start over

Click Reset to default to go back to the original wording. Your own edits to that message are replaced.

Up next

Next, read Set reminder timing.