Emails that are sent with consent can be set up in Consent Forms → Notification Templates.
Consent Communications Overview
- Consent clinic booking — notification of consent and request for admission
- Sent to hospital email/s, contacts selected at time of consent, clinic shared mailbox
- Lists: patient name, procedure name, surgeon name, hospital location, surgery date, and date of signature
- Attaches: signed consent form (used as the admission request form).
- Consent patient confirmation — notification of the patient that they have completed the procedure consent form. Surgery instructions can be included in this email.
- Sent to patient email
- Lists: procedure name, surgeon name, date signed, clinic name
- Attaches: signed consent form, referrals (if applicable)
- Additional patient documents — the email a patient receives when you send them documents from their patient record or the clinic library
- Sent to patient email
- Attaches: the documents you selected
- One template is used for every document email, whatever documents you send. See Sending additional documents to patients.
- Surgery date changed patient — notification to the patient of surgery date change
- Sent to patient email
- Lists: previous date, new date, hospital, procedure, surgeon
- No attachments
- Surgery date changed hospital — notification of date change to non-patient consent recipients
- Sent to whoever was notified of the consent
- Lists: patient name, procedure, surgeon, hospital, previous date, new date
- No attachments
How to edit notification templates
- Select the template from the list on the left.
- Turn on the Use custom payload toggle to use your own wording instead of the default.
- Edit the Subject line.
- Edit the Information text (the body copy inside the branded email).
- Click Save Template.
Only the subject and information text can be changed — headings, layout, links, attachments and footer are fixed.
Each template lists the merge fields you include. For example {patient_name}, {clinic_name}, {surgery_date} .
A preview shows the finished email.
To go back to the standard wording, turn Use custom payload off and save.
Branding the email
To set branding, select the header colour using the colour picker and press Save Colour.