PATIENT MANAGEMENT PROGRAM
Default templates have been included to offer a starting point so you can create emails that are
appropriate for your office. Edit the body of each email template so the information represents your
clinic.
1.
To add Merge fields go to the Merge menu and select Initialize for Patient Merge. You will now see a
merge box in the upper right (1). This is where you select additional merge fields.
Be cautious and don’t overdo it. If you select merge fields that are not populated in a patient’s file the
field will be blank in the email.
2.
3.
Merge fields appear with red brackets, i.e. <>.
Don’t forget to change the office / doctor information.
Click File, Save.
You can make a template for each practitioner with different information. When you select that
practitioner for emails the template will be the default selection - we call this ‘sticky’.
Continue to edit/create other types of templates.
Remember when saving new templates that email templates names must begin with em_.Note: Merge
fields must be enabled (step 1) for templates to email. An error listing “file not a merge file” will result
from templates without merge fields enabled.
Email Appointment Reminders
Go to the Utilities menu, Email, Email Reminders. Choose the practitioner or Clinic.
The Email Reminders screen has six requirements:
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