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This section provides an overview on the Email and Text Message options in OptiMantra.
Emails
Email Templates can be used to create and customize emails to send out to clients. The emails can range from reminder emails, treatment plans or even an email Birthday emails for your clients.
You can also configure email templates to request to have them submit consent forms, complete questionnaires, log in to the patient portals, and more. In order to this, you must first create consent forms and questionnaire(s); that you will be including in your email templates to send out to clients.
To access email settings in OptiMantra, please open Settings > Communications > Email Templates.
Here, create your patient email templates.
Click on Add Email Template; you can also browse our Template Library for ideas or examples of templates to start from.
You can import our existing email templates or create as many templates as you'd like to accommodate different situations.
If you're just beginning, we recommend that you look at the Appointment Reminder email as your first template
- You will use this to set up reminder emails in the next section
- You can always come back and add more emails in the future
For each template (whether new or from the Library):
- First name your template with a recognizable name (like New Patient Welcome email)
- From this summary view at the top you can also access Keywords (placeholders; more on that below) and see the custom questionnaire and consent form links to embed them in your email
Start with basic set up: add a From-Name, Subject and Reply-to fields for your email template. You can, also, set up the Message, Footer, Preview, and Practitioners
In the message section, you can embed placeholders/keywords using the keywords drop-down to customize your messages for recipients:
- For example, to show patient's first name or nickname, pick placeholder FIRST_NAME_OR_NICK_NAME
In messages, you can also embed links to consent form or questionnaire(s)
- Click on the button
- Copy-paste the placeholder/keyword into the message body
For a more detailed overview of email and text templates, please watch the below video or read on below on how to get set up.
Two-way Texting
For more on our two-way and group texting add-ons, read more here: Two-way and group texting
Go to the next onboarding section: Setup reminder email and text messages