Email Template

Updated 1 month ago by Steven Garand

Emails based on a template (Email Template feature) can be sent manually at any time and are not tied to a workflow. Multiple Email recipients are allowed. The subject and body can contain placeholders such as ~patientName~ which are substituted for the actual patient name from the open order.
A placeholder for the abbreviation of the patient name (~patientAbrev.nn.nn~) must have the nn value replaced by the appropriate 2 digit numbers. The first nn number is the number of leading characters shown in the patients first name and the second nn number is the number of leading characters shown in the patients last name. Using ~patientAbrev.01.03~ for example would be replaced by the patients first initial followed by a space then followed by the first 3 characters of the patients last name. The number must always be 2 digits with a leading 0 if necessary and using the patient abbreviation placeholders with different numbers in the same email section is not allowed (example using ~patientAbrev.01.03~ and ~patientAbrev.03.03~ in the body of the same email will not work properly). Also using the Email template with this feature may not work properly if the patient has a space in the first or last name (the Email sent from the workflow will work properly with a space in the first or last name but note that a space in the name is counted as a character).

Options

Name: Unique Email Template name that identifies the template.

To Type Or Email: Allows both the selection of team member by description or a direct entry of an Email. Select as may recipients as needed in the pull down. For direct (static) emails, simply type the Email in the cell and hit the Return key.

Subject: The text entered in the email subject line.

  • To insert the order number in the email subject, use the following text: ~orderNumber~
  • To insert the patient name in the email subject, use the following text: ~patientName~
  • To insert an abbreviation of the patient name in the email subject, use the following text: ~patientAbrev.nn.nn~ (see related note above to replace nn with appropriate value)
  • To insert the referral source name in the email subject, use the following text: ~referralSource~
  • To insert the ordering physician name in the email subject, use the following text: ~physician~
  • To insert the primary insurance name in the email subject, use the following text: ~primaryInsurance~
  • To insert the referral source street1 in the email subject, use the following text: ~referralSourceStreet1~
  • To insert the referral source city in the email subject, use the following text: ~referralSourceCity~
  • To insert the referral source state in the email subject, use the following text: ~referralSourceState~
  • To insert the referral source zip in the email subject, use the following text: ~referralSourceZip~
  • To insert a new line in the email subject, use the following text: ~CRLF~

Body: The text entered in the email body.

  • To insert the order number in the email body, use the following text: ~orderNumber~
  • To insert the patient name in the email body, use the following text: ~patientName~
  • To insert an abbreviation of the patient name in the email body, use the following text: ~patientAbrev.nn.nn~ (see related note above to replace nn with appropriate value)
  • To insert the referral source name in the email body, use the following text: ~referralSource~
  • To insert the referral source street1 in the email body, use the following text: ~referralSourceStreet1~
  • To insert the referral source city in the email body, use the following text: ~referralSourceCity~
  • To insert the referral source state in the email body, use the following text: ~referralSourceState~
  • To insert the referral source zip in the email body, use the following text: ~referralSourceZip~
  • To insert the ordering physician name in the email body, use the following text: ~physician~
  • To insert the primary insurance name in the email body, use the following text: ~primaryInsurance~
  • To insert a new line in the email body, use the following text: ~CRLF~

Actions

  1. Add new Email Template
  2. Delete Email Template
  3. Update Email Template
  4. Save Email Template changes


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