Pilot provides default email templates for the following events:
Case Message Sent
Case Invoiced
Case Shipped
Case Closed
Credit Created
Payment Created
Statement Created
Custom
For each template, you can customize the subject and body. If you prefer, you can use HTML/CSS instead of the plain text body by enabling Advanced Mode. Variables can be used in the subject, body, and HTML template.
Variables
To access variables, wrap the variable in {{}}, so to get the patient name, you can do {{case.patientName}}. To get nested variables, you can do {{case.doctor.name}}.
For Case Updates, such as Case Message Sent, Case Invoiced, Case Shipped, and Case Closed events, the variables are:
caseNumber
patientName
dueDate
holdReason
customer
name
holdReason
doctor
name (use
{{doctor.name}})
office
name
clientPortalCaseUrl
Additionally, Case Message Sent hase the message variable for the content of the message.
For Credit Created event, the variables are:
credit
amount
creditNumber
reference
notes
creditDate
creditApplications (array)
amount
invoiceNumber
caseNumber
For Payment Created event, the variables are:
payment
amount
paymentNumber
paymentMethod
reference
notes
paymentDate
paymentApplications (array)
amount
invoiceNumber
caseNumber
For the Statement Created and Custom events, the variables are:
amountDue
dueDate
openingBalance
clientPortalPayUrl
organization
name
address(string)