Patient Portal Invite
Customize the message patients receive when they are invited to access the Patient Portal.
To configure Patient Portal invitation messaging:
Go to Settings > Messaging > Patient Portal.
Select Patient Portal Invite.
Edit the email subject, email body, and text body.
Use the available tags to personalize the message.
Keep the Patient Portal link included so the patient can access their portal.
Select Update Settings.
Complete Appointment
If a patient still has required paperwork to complete, the Complete Appointment section in Patient Portal Messaging controls the messages they receive about outstanding forms and consents for an upcoming appointment.
To configure Complete Appointment messaging:
Go to Settings > Messaging > Patient Portal
Select Complete Appointment.
Edit the message patients receive when they need to complete required documents.
Use the available tags to personalize the message, if needed.
Select Update Settings.
