Overview

This article covers customization of the email sent when a single form or assessment (not part of a package) is sent to a client.

Where to Find This Setting

To find the setting, follow these steps:

1. In the left sidebar, select Settings.
   
2. Select the Client Portal tab at the top.
   
3. In the left pane, select Single Form Email.
   

Default Behavior

• The template is disabled by default.

• The system-generated email is used.

• Fields are visible but read-only.
  

Enable and Customize the Template

1. Turn Template Enabled to ON.

2. Update the following fields as needed:

   • From Name: The name that appears in the client’s inbox as the sender of the email. 

   • Body Header Name: The sender name displayed within the email header and body. This helps clients easily recognize your practice in the email content.

   • Email Subject: The subject line of the email sent to clients. You can include merge fields to personalize the subject, such as the practice name.

   • Email Body: The message content sent to clients. Use the editor to format the text and include merge fields to personalize the message.

3. Use merge fields (for example, {Practice Name}, {Client Preferred Name}).

4. Click Save.
   

What You Can Customize

What You Cannot Customize

You can’t customize the following elements:

• The email sending address
  

• The registration button text or placement
  

• Footer and compliance language

Refer to the screenshot below to see which elements are not customizable.

Available Merge Fields

• Practice Name

• Site Name

• Assigned Principal Clinician

• Client Legal First Name

• Client Legal Last Name

• Client Preferred Name

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