Emails Sent to Patients
1. Reminder Email
When it’s sent: The day after a patient is approved but hasn’t finished their application.
What it does: Gives them a gentle nudge “You’re approved!” and encourages them to complete their application.
2. Follow-Up Email
When it’s sent: 7 days after the first reminder.
What it does: Shares more about why completing the application matters and what they can expect next.
3. Second Follow-Up Email
When it’s sent: 14 days after the previous email.
What it does: Reinforces the benefits of completing the process and may include helpful tips or incentives.
4. Final Reminder Email
When it’s sent: 30 days after the last email.
What it does: Offers one last reminder, emphasizing why it’s important to finish up and what the patient might miss if they don’t.
How to Enable Notifications
This setting is available only to users with Administrative privileges.
- From the dashboard, select the profile icon
- Click Settings
- Next, select Notifications
- Toggle Open Approval Reminders ON
- Click Update Settings
