How to Edit Your Patient Welcome Packet Email

  • Updated

This article will walk you through how to edit the default text in your Patient Welcome Packet email.

 

Step-by-Step Instructions

 

Step 1

 

From the home page, go into Settings.

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Step 2

 

In Settings, under System & Company Settings click General.

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Step 3

 

Click Reminders & Notifications, then find Welcome Packet Email under Appointment Email Content.

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Step 4

 

Edit the text inside the box and once you're finished, scroll to the bottom of the page and click Save.

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Done. Your Patient Welcome Packet email has now been customized!

 

Further Reading: How to Add or Edit Content in Email Reminders

 

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