Patient Notification Templates
Manage notification templates for Text, Email, and Patient Portal messages
Appointment - Reminder Email (Confirmed)
Subject: Reminder: {{appointment_type}} Appointment with {{provider_name}}, on {{appointment_date}} at {{appointment_time}} ET
Hi {{patient_first_name}},<br/><br/>Greetings from {{practice_name}}!<br/><br/>Your {{appointment_type}} appointment with {{provider_name}}, is on {{appointment_date}} at {{appointment_time}} ET.<br/><br/>{{if_telehealth_join_link}}<br/>Thank You<br/>{{practice_name}}<br/>{{practice_phone}}<br/>{{practice_email}}<br/>{{practice_website}}<br/>{{practice_address}}
Appointment - Notification Email
Subject: {{appointment_type}} Appointment with {{provider_name}}, on {{appointment_date}} at {{appointment_time}} ET
Hi {{patient_first_name}},<br/><br/>Greetings from {{practice_name}}!<br/><br/>Your {{appointment_type}} appointment with {{provider_name}}, is on {{appointment_date}} at {{appointment_time}} ET.<br/><br/>Confirm: https://medgre.net/2p8vszy4<br/>Join: {{if_telehealth_join_link}}<br/><br/>Thank Your<br/>{{practice_name}}<br/>{{practice_phone}}<br/>{{practice_email}}<br/>{{practice_website}}<br/>{{practice_address}}
Appointment No-Show Notification
Hi {{patient_first_name}}, you missed today's appt with {{provider_name}}. Call {{practice_phone}} to reschedule.
Appointment Cancellation Notification
Hi {{patient_first_name}}, your appt with {{provider_name}}, on {{appointment_date}}, has been canceled. Call {{practice_phone}} to reschedule.
Appointment - Reminder (Confirmed)
Hi {{patient_first_name}}, Your {{appointment_type}} appt with {{provider_name}}, on {{appointment_date}} at {{appointment_time}} ET. {{if_telehealth_join_link}}Questions? {{practice_phone}}.
Appointment - Notification
Hi {{patient_first_name}}, Your {{appointment_type}} appt with {{provider_name}}, on {{appointment_date}} at {{appointment_time}} ET. Confirm: https://medgre.net/2p8vszy4. {{if_telehealth_join_link}}Questions? {{practice_phone}}.
Patient Portal Password Reset Email
Subject: Password Reset Code – {{practice_name}} Patient Portal
Dear {{patient_first_name}},<br/><br/>We received a request to reset the password for your {{practice_name}} Patient Portal account.<br/>Please use the verification code below to reset your password:<br/>Password Reset Code: {{reset_code}}<br/><br/>Important: Your username is the email address on file with {{practice_name}}.<br/><br/>Next Steps<br/>1. Go to the Patient Portal: {{patient_portal_link}}<br/>2. Enter your email address as the username.<br/>3. When prompted, enter the password reset code provided above.<br/>4. Create a new password to complete the process.<br/><br/>If you did not request a password reset, please disregard this email. Your account will remain secure.<br/><br/>If you need assistance, please contact our support team.<br/><br/>Thank you,<br/>{{practice_name}}
Patient Portal Activation Email
Subject: Activate Patient Portal - {{practice_name}}
Dear {{patient_first_name}},<br/><br/>Welcome to the {{practice_name}} Patient Portal.<br/>Your account has been created successfully. Please use the details below to log in for the first time.<br/><br/>Login Information<br/>Username: {{username}}<br/>Temporary Password: {{password}}<br/><br/>Next Steps<br/>1. Visit the Patient Portal: {{patient_portal_link}}<br/>2. Enter your username and the temporary password provided above.<br/>3. You will be prompted to update your password (you may choose to skip this step).<br/>4. Enter your Date of Birth (DOB) to access your portal.<br/><br/>If you need any assistance or have questions, please contact our support team using the details below.<br/><br/>Thank you,<br/>{{practice_name}}<br/>{{practice_phone}}<br/>{{practice_email}}<br/>{{practice_website}}<br/>{{practice_address}}
Intake Form Notification Email
Subject: Action Needed: Complete Intake Forms for {{practice_name}}
Hi {{patient_first_name}},<br/><br/>Greetings from {{practice_name}}!<br/><br/>Please complete your intake forms for {{provider_name}} before your appointment:<br/>Intake: {{intake_link}}<br/><br/>Thank You<br/>{{practice_name}}<br/>{{practice_phone}}<br/>{{practice_email}}<br/>{{practice_website}}<br/>{{practice_address}}
Patient Portal Password Reset
{{practice_name}}: Use code {{reset_code}} to reset your patient portal password. Username = your email address. Portal: {{patient_portal_link}}. Questions? {{practice_phone}}.
Patient Portal Activation
Your {{practice_name}} Patient Portal is now active. Check your email to log in and complete your portal setup. Questions? {{practice_phone}}.
Intake Form Notification
Hi {{patient_first_name}}, please complete intake forms for {{provider_name}}, before your visit: {{intake_link}}. Questions? {{practice_phone}}.
Inactive/Declined Payment Card Email
Subject: Action Required: Update Your Payment Card Information – {{practice_name}}
Hi {{patient_first_name}},<br/><br/>Greetings from {{practice_name}}!<br/><br/>We attempted to process your payment, but it seems the card on file is either inactive or not working. To ensure uninterrupted service, please update your payment details at your earliest convenience. You can securely update your card information using the link below: {{payment_link}}<br/><br/>We appreciate your prompt attention to this matter. If you have any questions or need assistance, please don't hesitate to reach out.<br/><br/>Thank You<br/>{{practice_name}}<br/>{{practice_phone}}<br/>{{practice_email}}<br/>{{practice_website}}<br/>{{practice_address}}
Missing Payment Card Email
Subject: Action Required: Update Payment Card on File – {{practice_name}}
Hi {{patient_first_name}},<br/><br/>Greetings from {{practice_name}}!<br/><br/>We noticed that your payment card is not currently on file. To ensure uninterrupted service, please use the link below to securely submit your card details: {{payment_link}}<br/><br/>We appreciate your prompt attention to this matter. If you have any questions or need assistance, please don't hesitate to reach out.<br/><br/>Thank You<br/>{{practice_name}}<br/>{{practice_phone}}<br/>{{practice_email}}<br/>{{practice_website}}<br/>{{practice_address}}
Bill Notification Email
Subject: Action Needed: Bill from {{practice_name}} - {{patient_first_name}}
Hi {{patient_first_name}},<br/><br/>Greetings from {{practice_name}}!<br/><br/>Due Amount: {{bill_amount}}<br/><br/>Thank you for choosing {{practice_name}}. We want to inform you that your account has a remaining balance of {{bill_amount}}.<br/><br/>Bill Information:<br/>1. Bill Number: {{bill_number}}<br/>2. Patient Name: {{patient_first_name}}<br/>3. Balance Due: {{bill_amount}}<br/>4. Insurance Carrier: {{insurance_carrier}}<br/><br/>The amount due is the patient's responsibility after we filed with your insurance carrier.<br/><br/>Please click here to pay your bill: {{payment_link}}<br/>Through the link, you can also review your bill and update your insurance information if needed.<br/><br/>You may also pay by phone, in person, or by mailing a check. If mailing a check, please make it payable to {{practice_name}} at {{practice_address}}.<br/><br/>Thank you for your prompt attention to this matter. If you have any questions, please do not hesitate to contact us.<br/><br/>Thank You<br/>{{practice_name}}<br/>{{practice_phone}}<br/>{{practice_email}}<br/>{{practice_website}}<br/>{{practice_address}}
Inactive/Declined Payment Card
Hi {{patient_first_name}}, the payment card on file is not working. Please use this link to securely submit another card: {{payment_link}}. {{practice_name}}!
Missing Payment Card
Hi {{patient_first_name}}, your payment card is not on file. Please use this link to securely submit your card: {{payment_link}}. {{practice_name}}!
Payment Confirmation
Hi {{patient_first_name}}, this confirms your payment. Thank you for choosing {{practice_name}}!
Bill Notification
Hi {{patient_first_name}}, view and pay your {{practice_name}} bill: {{bill_link}}.
Patient Education Handout Email
Subject: Your Educational Handout – {{practice_name}}
Hi {{patient_first_name}},<br/><br/>Greetings from {{practice_name}}!<br/><br/>We are sharing some important information regarding your [medication/problem/lab results], as discussed during your recent visit. Please find the educational handout attached to this email for your review. This handout provides detailed insights to help you understand and manage your [medication/problem/lab results]. If you have any further questions or need clarification, please don't hesitate to contact our office.<br/><br/>Your health and well-being are our priority, and we're here to support you every step of the way.<br/><br/>Thank You<br/>{{practice_name}}<br/>{{practice_phone}}<br/>{{practice_email}}<br/>{{practice_website}}<br/>{{practice_address}}
Treatment Plan Review Request Email
Subject: Review Treatment Plan - {{practice_name}}
Hi {{patient_first_name}},<br/><br/>Greetings from {{practice_name}}!<br/><br/>Please review your treatment plan:<br/>Review: https://medgre.net/55utwbzr<br/><br/>Thank You<br/>{{practice_name}}<br/>{{practice_phone}}<br/>{{practice_email}}<br/>{{practice_website}}<br/>{{practice_address}}
Feedback Request Email - Checkout
Subject: Thanks for visiting {{practice_name}}
Hi {{patient_first_name}},<br/><br/>Thank you for visiting {{practice_name}} today.<br/><br/>{{provider_name}}, and our team would greatly appreciate it if you could take a moment to share your experience with us. Your feedback is invaluable in helping us improve and continue providing the highest standard of care.<br/><br/>Submit your review: https://medgre.net/bdfeefv5.<br/><br/>Your time & feedback are greatly appreciated.<br/><br/>Thank You<br/>{{practice_name}}<br/>{{practice_phone}}<br/>{{practice_email}}<br/>{{practice_website}}<br/>{{practice_address}}
Treatment Plan Review Request
Hi {{patient_first_name}}, please review your treatment plan: https://medgre.net/y7vjvja5. Questions? {{practice_phone}}.
Feedback Request - Checkout
Hi {{patient_first_name}}, thanks for visiting {{practice_name}}! {{provider_name}}, would love your feedback: https://medgre.net/bdfeefv5.