May 18, 2023

New & Enhanced Email Templates

Email is still a great way to communicate with your patients and we now have a fresh look for your templates.

For an informative video on these new Email Templates, please click here.

2) Here you’ll see the various message types available to edit (1) and a preview window (2). You can also enable and disable patient message types by selecting or deselecting the check boxes (3).

3) For this example, we’re going to change the Unconfirmed Reminder message Email template. We’ll select the Reminder message type (1), and the Unconfirmed option, (2) and then the Email Edit button (3).

4) You have the option here to Edit Wording (1) for your email message which is covered in more detail in the video tutorial, but for this example we’ll select the Edit Style button (2).

5) You’ll see that the current Template selection is Modern One Column (1) and the accompanying preview is visible on the left (2).

6) To customize the template, we’ll click the pulldown menu and select, Modern Two columns.

7) The preview window now displays the new two column template (1) and five different style customization options (2).

8) Here you’ll be able to edit and customize the different elements of your email template: Full Page, Header/Logo, Banner, Body/Buttons and Footer/Social Media/Disclaimer.

Pro Tip: Anytime you make a change to one of the style elements on the right, the preview window on the left updates automatically.

(9) In this step, we’re going to replace the default banner image (1) with a new image located on our computer. Click on Banner (2), Banner Images, New Custom (3) and then Choose File (4).

10) In the Open dialogue box, we’ll navigate to the new Banner image file and click Open.

11) The new banner image is now visible in the preview.

12) You can now click Full Page (1) and customize your Page Background, Content Background and Text Colors (2).

Pro Tip: After making text or background color changes, click anywhere outside the color picker window to see the update in the Preview window.

13) Next, we’ll click Header/Logo (1) and then Logo Image->Choose File (2) to upload a custom
logo (3). Here you can also select a new Background (4) and Line Color (5).

Pro Tip: At any point in time during your design creation, click the Preview button in the bottom left hand corner.

14) Next up, we’ll click Body/Buttons (1). This is where you can customize the background color and layout of the Right Column (2), the color and font of the Appointment Calendar (3).

15) Continuing in the Body/Buttons style element further down, there are options to customize the Confirm/Request Appointment Button (1), Form Required Button (2) and Custom Notes such as Remember Meds (3), if enabled.

16) And finally, we’ll customize the Footer/Social Media/Disclaimer style options. Here you can customize the Text and Background color (1), add your logo (2), Include Link to Practice Website (3), Customize your address (4) and even add Special Instructions (5).

17) Scrolling down further, you can customize your social media color and links (1) and add a Practice Disclaimer (2).

18) Click Save to apply your changes and that’s it, you’ve added new styles to your Unconfirmed Reminder Email messages!

19) Want to apply this new style to other patient Email messages? Click Save and Apply to Others (1) and the select the messages you would like to have the new template applied to (2).

(One Last) Pro Tip: Should you ever wish to reset your color selections and start again, click Reset to Neutral Colors (1) and all color formatting is removed (2).

To view a step by step video for these new features, please click here.

For more information on this or any of our features, please reach out to us.

• Phone: 1-800-651-8603 ext 1,

• email: support@getmaxassist.com

• Live text chat at www.getmaxassist.com

Thanks for using MaxAssist®!