Skip to main content
  1. Guides
  2. Home Exercise Programs (HEP...
  3. Customize the emails sent t...

Home Exercise Programs (HEP) on Embodia

Getting Started
Video tutorial: Welcome to HEP on Embodia
Legal: Business Associate Agreement
Adding patients
Importing patients
When do patients get email notifications?
Customize the emails sent to patients

Please note that if you are using Embodia for scheduling consults, the email templates customization does not include customizing the emails sent as part of a consult. To customize those emails, please refer to this help article.

By default, emails sent to patients use the default Embodia templates. However, you have the option to customize the templates to suit your needs. You can customize the email templates for a personal account (Individual membership) or for a clinic account (Clinic membership).


Individual membership

To get to the Email templates page, click on your avatar (initials or photo in the top right corner) and then on My email templates.

My email templates on Embodia

 

Clinic membership

To get to the Email templates page, log in as the clinic manager. Click on My clinic > Communication > Email templates.

Clinic email templates on Embodia

 

On the email templates page, you will see a list of all the email templates that can be customized:

Email templates on Embodia


On that page, you can also:

  • See if you've previously customized an email template; Templates using the Embodia default will show a status of Default template (box #1 in the image above), and customized templates will show a status of Customized template (box #2 in the image above);
  • Preview a template using a test patient's information by clicking on the preview icon (arrow #3 in the image above);
  • Edit a template by clicking on the edit icon (arrow #4 in the image above) - more info below;
  • If a template was previously customized, you can revert back to the Embodia default template by clicking on the trash icon (arrow #5 in the image above).

Before starting to edit templates, please make sure to:

  • Set your email communications settings as outlined here;
  • Set your brand styling as outlined here.

 

Editing a template

To edit an email template, click on the edit icon (arrow #4 in the image above) to go to the template editing page:

Editing an email template on Embodia

The template editing page will include:

  • A box listing all the variables available for use in this template (box #1 in the image above). We will go into variables in more detail below;
  • A field to change the subject line of the email template (field #2 in the image above);
  • Field to change the first (field #3 in the image above) and last (field #4 in the image above) part of the email template. The middle part of the email template is reserved for information that Embodia automatically adds. This part cannot be changed (examples of this include the credentials of the patient and links to access their account).

Once you modify the template, click on Preview to preview the changes. If all looks good, click on Publish to make your template available for use.

 

What are variables and how to use them?

Variables allow you to include placeholders in generic templates. These placeholders will then be dynamically substituted with the appropriate information when sending an email based on the template.

For example, say you are customizing the "Welcome email" template. The "Welcome email" is usually sent when a practitioner adds a patient and sends them a HEP program. For this example, we will assume the following:

  • Your practitioner account has the following personal information:
    • First name: Elie
    • Last name: Afif
  • The patient you added has the following personal information
    • First name: Jane
    • Last name: Doe

If you change the subject line of the email template to "Welcome to Embodia {{patient.first_name}}", when the actual welcome email is sent to Jane Doe, the {{patient.first_name}} variable in the subject line will be substituted with the patient's first name. So the email that the patient will receive will have a subject line of "Welcome to Embodia Jane"

If the first part of the email includes the following:

Hello {{patient.first_name}},

{{practitioner.name}}, your practitioner, is requesting you connect with them and start taking advantage of the benefits that Embodia provides for your rehabilitation.

When the actual welcome email will be sent to Jane Doe:

  • {{patient.first_name}} will be substituted with the patient's first name (Jane)
  • {{practitioner.name}} will be substituted with the practitioner's full name (Elie Afif)

So the email that the patient will receive will have the following as the first part of the email:

Hello Jane,

Elie Afif, your practitioner, is requesting you connect with them and start taking advantage of the benefits that Embodia provides for your rehabilitation.

 

Important: When adding variables to email templates, it is important to make sure no typos or extra spaces are introduced, otherwise, the content will not be properly substituted. You can check if the variables are being substituted correctly when previewing the change before publishing your changes.

 

What email template can I customize?

The following email templates are currently customizable on Embodia:

Back
© 2024 Embodia