How Do I Update My Clinic's Information To Ensure All Automated Emails Include The Clinics Email and Phone Contact?

This article will guide you through updating your enterprise or clinic contact information to ensure that all patient-facing emails contain the most current email address and phone number.

 

Such patient-facing emails include:

- Patient Portal verification or Activation Emails 

- Appointment Confirmation Emails

- Patient Notification Emails (e.g., reports sent from Doctors to Patients)

 

  1. From the home screen, select your name at the top right, then select Manage Clinic or Manage Enterprise.

    Notable Mentions: 

    - Select manage clinic if the clinic manages the patients at the individual level
    - Select manage enterprise if the organization manages the patients from the enterprise level


  2. Select Update Information.
  3. Update the clinics/ and/or enterprise information (include a number and email address), then click save.

    Notable Mentions: If you selected Manage Clinic in Step 1, you can include your clinic logo

  4. See example below of a patient facing email with the clinics and/or enterprise details in the body of the email.