Managing Patient Notification Templates

In Noterro, you can customize the emails, text messages, and phone calls sent to your Patient. This enables you to personalize notifications and provide relevant information to your Patients. This article will guide you through editing Patient Notification templates.

Editing Patient Notification Templates

To edit a Patient Notification template, such as an email or text message reminder notification, follow these steps:

1. Log in as the Admin.
2. Click the Gear icon (top right header).
3. Select Templates from the dropdown menu.
4. Scroll down to the Patient Notifications section.
5. Click on the Notification that you want to edit.
6. Make the necessary changes to the Email Subject and Email Body.
7. You can use Variables in the template to include specific information for each Patient.
8. Once you have made the desired changes, click Save.

Important Note: If you edit Notification Templates, you will be asked to verify your email address. To verify your email address, please send an email to Support@Noterro.com.

Using Variables in Notification Templates

Variables in the notification template allow you to insert specific information into a message sent to a Patient. For example, if a Patient's name is "Bob," and you would like to say "Hello Bob" in your message, you would use the variable of the Patient's first name.

Below is an example of what a variable looks like in the message:

"Hello {{Patient.FirstName}}, we look forward to seeing you at your appointment."

Different variables are available for different types of notifications. Below are examples of some available variables.

Adding Special Instructions to Notifications

Noterro allows you to add special instructions directly into email notifications for specific services or locations. This enables clinics to provide tailored, context-specific guidance in their Patient communications.

• For Services: Include instructions relevant to a particular service (e.g., "Wear something comfortable for this service").
• For Locations: Add location-specific instructions in notifications, such as “Come through the side door” or “Use buzzer code 123 to enter at the back.”

These instructions ensure Patients are prepared and informed about the location or service they are receiving.

Setting Reminder Default Settings

For both appointments and classes, you can control whether email, SMS, or phone reminders are enabled by default when booking an appointment. Here’s how to enable or disable reminder default settings:

1. Log in as the Admin.
2. Click the Gear icon (top right header).
3. Select Templates from the dropdown menu.
4. Scroll down to the Patient Notifications section.
5. Click on the Notification that you want to edit.
6. Check or uncheck the Reminder is enabled by default checkbox.
7. Click Save.

Important Note: If the reminder default settings are enabled, you can still disable the reminder on a per-appointment basis.

Sending Replies to Your Clinic’s Email Address

Replies to emails are sent by default to noreply@noterro.com. You can enable the Reply-To feature to override this to your clinic email instead. However, this may cause some emails to be marked as junk, so avoid using this feature if your Patients experience delivery issues.

To enable this feature, locate it at the bottom of the Templates page.

Important Note: If you're unable to edit or save changes to your Patient Notification Templates, please email support@noterro.com.