Customizing Patient Portal Emails

There are 4 email types:

Password created – The email that is sent to the patient when you first create their account.  It contains the link for the patient to create their password

Password Reset – The email that is sent to the patient when they click the forgot password button.  It contains the link for the patient to create a new password.

New Assigned Item – The email that is sent when the patient is assigned an item to complete

Assigned Item Reminder – This email is sent on the date specified when assigning the item.  It will be sent to the patient up to 4 times until the item is completed.

Available Variables:

  • Company Name
  • Patient Portal Provider Name
  • Patient’s First Name
  • Patient’s Last Name
  • Patient’s Email Address
  • Password Reset Link (Used with create password email and reset password email

 

Name Description Default Value
EMAIL_TITLE The email subject A note from [PROVIDERNAME]
PASSWORD_CREATED_BODY The body of the message sent when the patient’s portal access is first set up Dear [PATIENTFIRSTNAME],<br/> Your account to login to the [CLIENTNAME] patient portal has been created. To create your password, please click [PASSWORDRESETLINK]. You may then log on at https://portal.BackChart.com?pBCPLoginProvider=[PROVIDERNAME] using [PROVIDERNAME] as the provider name and [PATIENTEMAILADDRESS] as your username.
PASSWORD_RESET_BODY The body of the message sent when the patient clicks the forgot password link Dear [PATIENTFIRSTNAME],<br/> Your password to login on to the [CLIENTNAME] patient portal has been reset. To log on, please click [PASSWORDRESETLINK]. You will be required to enter a new password after doing so. You may then log on as normal at https://portal.BackChart.com?pBCPLoginProvider=[PROVIDERNAME] using [PROVIDERNAME] as the provider name and [PATIENTEMAILADDRESS] as the username.
REMINDER_BODY The body of the message sent on the date specified when assigning an item. Dear [PATIENTFIRSTNAME],<br/> [CLIENTNAME] has requested that you complete an item through the [CLIENTNAME] patient portal by [REMINDERDATE]. You can login to the [CLIENTNAME] patient portal here https://portal.BackChart.com?pBCPLoginProvider=[PROVIDERNAME] using [PROVIDERNAME] as the provider name and [PATIENTEMAILADDRESS] as the username.
EMAIL_FOOTER The footer of the messages. Thank you,<br/> [CLIENTNAME]<br/><br/>Please do not reply to this email.
EMAIL_REPLYTO The email address any replies from the patient are sent to
EMAIL_FROM The email address the email is sent from.Please note: if you would like the emails to come from you, you will need to provide your email server address, the email account, and the password for the account. noreply@backchart.com
EMAIL_SERVER Optional: Only needed if you would like the emails to come from your email address.
The address of your email server.
EMAIL_USER Optional: Only needed if you would like the emails to come from your email address.The username for the email server
EMAIL_PASSWORD Optional: Only needed if you would like the emails to come from your email address.The password of your email server

 

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