PatientNavigator – Templates
This feature is an add-on solution that requires setup by Eyefinity and may include additional cost. For information on how to get started, see our website.
PatientNavigator comes with default notification templates set to go out of the box; however, we highly recommend taking time to customize your templates.
Why?
Practices see better engagement when the messages have your voice and reflect your personal touch.
We suggest reviewing and personalizing the following template elements:
• Greeting style
• Practice name use
• Signature or closing
• Any special instructions (such as where to park, arrival time, cancellation policy, etc.)
A small amount of customization can go a long way toward building patient trust and consistency.
What do you want to do?
Customize a template
- From the Admin portal, click the Communication icon on the left side of your screen.
- From the Communication drop-down menu, select Message Templates.
- Click the pencil icon to edit a template and fill out the subsequent form fields.
- Click Save when finished.
To activate a template, select the Active check box.
Add a Template
- From the Admin portal, select the Communication icon on the left side of your screen.
- From the Communication drop-down menu, select Message Templates.
- Click Add Template and fill out the form fields.
- Click Save when finished.
To activate a template, select the Active check box.