How To Customize Your Patient Email Messages

Navigate to your RecallMax Dashboard from your Toolbar (Settings and Support-> Practice Management->View Dashboard Reports or click here to login directly. Note: Only practice administrators have access to the RecallMax Dashboards.

Select Patient Messages

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Select the message that you’re looking to change (1).

Then, click the Edit Wording button below. (2)

You’ll see a handy live preview of that message at the bottom of the screen (3).

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This is where you can select to;

  • Add Wording After Greeting (something urgent such as COVID related protocols)

  • Add Wording Before Signature ( parking lot construction or building elevator not working)

  • Add Wording After Signature (food bank drive)

Simply select the appropriate option and you’ll see a window appear in the preview and this where you’ll add your additional wording.

For this example, we’ll select Add Wording After Greeting (1) and add a note about COVID safety measures at the practice (2).

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Select Save, Cancel or Preview at the bottom of the page.

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Let’s say you wanted to add the same message to your One Week list. It’s easy! You don’t have to type in the same message again, we have a built in clipboard to lend a hand.

Select the One Week Message (1) and again, select Edit Wording (2).

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Again, you’ll click Add Wording After Greeting and this time, select the Copy From button

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Now a window pops up with the option to select the previously used, “Our office has re-opened and we are taking extensive measures to protect the safety of our patients (1).

You can also choose to replace what is currently in the text area or Append to to the end of existing text using the checkbox (2)

Clicking OK will paste that same message into this One Week message (3).

Click Save at the bottom and you’re done!

At this point, you can now add the message to your Two Week reminder!

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You can edit messages for the following lists; Day of Appointment, Reminder, one Week, Two Week, Save the Date, Due, Late. Overdue, Past Due, Reactivate, Survey and Short Notice messages. Birthdays are excluded.


As always, contact us for more information on these or any of our other features.

  • Phone: 1-800-651-8603 ext 1,

  • email: support@recallmax.com

  • Live text chat at www.recallmax.com


Stay safe and thanks for using RecallMax!