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Edit email notifications

Change the wording of any automatic email and see it update in the preview as you type.

Table of Contents
  • Go to Setup, Client Notifications.

  • Click Edit template on the message.

  • Set Preview channel to email.

  • Change the Email subject and Email message under Make it yours.

  • Use the merge tag menu to add details that change per patient.

  • Click Save changes.

Standard wording is a safe default. Reset to default returns to it at any time.

Up next

Next, read Edit SMS notifications.