About
The InteliChart Practice Portal is delivered with a collection of Page Templates that are used to communicate with parents/guardians via email, text, or on-screen in the Patient Portal. Each Page Template starts out as a System Template but can be copied to a Practice Template where the verbiage can be customized to meet the Practice's needs. Below is a list of the Page Templates that come with the InteliChart Practice Portal and a description for each. Click here to learn how to review and customize Page Templates for your Practice.
Page Templates & Descriptions
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|
Location (Folder > Subfolder) | Page Template | Description |
|---|---|---|
| App-Specific Access | Send Passcode Email | Email sent to the patient providing a Passcode giving the patient the ability to sign into third-party apps. |
| App-Specific Access | Send Passcode Text | Text sent to the patient providing a Passcode giving the patient the ability to sign into third-party apps. |
| Confirmations | Bill Pay (only available with Advance Bill Pay) | Email sent to the patient with payment details. |
| Confirmations | Medical Record Request Confirmation | On-screen text displayed in the Patient Portal when a parent/guardian submits a Medical Record Request. |
| Confirmations | Professional Account Confirmation | Email sent to employees when an account is created in the Practice Portal. This provides the link to activate the account. |
| Disclaimers > Appointments | Appointment Cancel Disclaimer | Pop-up disclaimer in the Patient Portal displayed when the portal user selects “Cancel Appointment”. |
| Disclaimers > Appointments | Appointment Request Disclaimer | Pop-up disclaimer in the Patient Portal displayed when the portal user selects “Request an Appointment”. |
| Disclaimers > Appointments | Appointment Reschedule Disclaimer | Pop-up disclaimer in the Patient Portal displayed when the portal user selects “Reschedule Appointment”. |
| Disclaimers > Appointments | Generic Appointment Request Disclaimer | Pop-up disclaimer in the Patient Portal displayed when the portal user selects “Request an Appointment”. When using Generic Appointment Request. |
| Disclaimers | Medical Record Disclaimer | On-screen text displayed in the Patient Portal when a parent/guardian is completing a Medical Record Request. |
| Disclaimers | Medication Refill Disclaimer | Pop-up disclaimer in the Patient Portal displayed when the portal user selects “Refill”. |
| Disclaimers | New Message Disclaimer | Pop-up disclaimer in the Patient Portal displayed when the portal user selects “Compose new message”. |
| Disclaimers | Referral Request Disclaimer | Pop-up disclaimer in the Patient Portal displayed when the portal user selects “Referral Request”. |
| Live Scheduling | Appointment Requested | Pop-up in the Patient Portal when the portal user selects “Request an Appointment”. When using the Live Scheduling feature. |
| Live Scheduling | Appointment Slot Taken | Pop-up displayed in the Patient Portal letting the portal user know that the appointment they are requesting is no longer available. |
| Live Scheduling | Live Appointment Successfully Scheduled | Pop-up displayed in the Patient Portal letting the portal user know that the appointment their appointment was successfully scheduled. |
| Messages | Account Unlinked Message | Email notification sent to a guardian alerting them when their child is reaching the age of maturity and the child account will no longer be accessible through their account. |
| Messages | Practice Portal Account Unlinked | Email notification sent to a guardian alerting them the Practice has manually removed the child association from their account. |
| Messages | Proxy Unlinked from Account Message - Patient | Email notification sent to the patient alerting them the Practice has manually removed the Proxy association from their account. |
| Messages | Proxy Unlinked from Account Message - Proxy | Email notification sent to the Proxy alerting them the Practice has manually removed their association on the patient's account. |
| Notifications > Appointments | Appointment Cancellation Notification Email | Email notification sent to the portal user when their appointment has been canceled. |
| Notifications > Appointments | Appointment Cancellation Notification Text | Text notification sent to the portal user when their appointment has been canceled. |
| Notifications > Appointments | Appointment Reschedule Notification Email | Email notification sent to the portal user when their appointment has been rescheduled. |
| Notifications > Appointments | Appointment Reschedule Notification Text | Text notification sent to the portal user when their appointment has been rescheduled. |
| Notifications > Appointments | New Appointment Notification Email | Email notification sent to the portal user when a new appointment has been created. |
| Notifications > Appointments | New Appointment Notification Text | Text notification sent to the portal user when a new appointment has been created. |
| Notifications > Forms | FormNotificationNonPortalUserEmail | Email notification sent to a non-portal user that they have forms to complete. Based on form delivery rules in place. |
| Notifications > Forms | FormNotificationPortalUserEmail | Email notification sent to a portal user that they have forms to complete. Based on form delivery rules in place. |
| Notifications > Messages | New Message Notification Email | Email notification sent to alert the portal user they have received a new message in their portal. |
| Notifications > Messages | New Message Notification Text | Text notification sent to alert the portal user they have received a new message in their portal. |
| Patient Accounts > PasswordResetConfirmation | Change Username - Staff to Patient | Email notification sent to the Patient Portal user that their Username has been changed. |
| Patient Accounts > PasswordResetConfirmation | Password Reset - Staff to Patient | Email notification sent to the Practice Portal user that their Username has been changed. |
| Patient Intake | These Page Templates are not currently used. | These Page Templates are not currently used. |
| Patient Schedule | These Page Templates are not currently used. | These Page Templates are not currently used. |
| Registration | Send Pin Email | Email notification the patient receives when a PIN is issued through the Practice Portal. This invites the patient to complete the registration process using the PIN sent. |
| Registration | Parent/Guardian Create Account | Email notification the parent/guardian receives when a PIN is issued through the Practice Portal. This invites the parent/guardian to complete the registration process using the PIN sent. |
| Registration | Parent/Guardian Existing Account | Email notification the parent/guardian receives when a PIN is issued through the Practice Portal. This prompts the parent/guardian to add a minor to their existing portal account. |
| Registration | Send Pin Text | Text notification the patient receives when a PIN is issued through the Practice Portal. This invites the patient to complete the registration process using the PIN sent. |
| Registration | Send Verification Question Email | Email notification the patient receives when the Practice uses a Verification Question to initiate registration. This invites the patient to complete the registration process using the Verification Question. |
| Registration | Send Verification Question Text | Text notification the patient receives when the Practice uses a Verification Question to initiate registration. This invites the patient to complete the registration process using the Verification Question. |
| Reminders > Appointments | Appointment Reminder Email | Email notification sent to patients to remind them of their scheduled appointment date and time. These notification preferences are set by the patient in the Patient Portal. |
| Reminders > Appointments | Appointment Reminder Text | Text notification sent to patients to remind them of their scheduled appointment date and time. These notification preferences are set by the patient in the Patient Portal. |
| Requests > Appointments | Appointment Cancellation Request | Email notification sent to the portal user to show the Appointment Cancellation request with reason, location, Provider’s Name, Appointment Reason, Date, and Time. |
| Requests > Appointments | Appointment Reschedule Request | Email notification sent to the portal user to show the Appointment Reschedule Request with reason, location, Provider’s Name, Appointment Reason, Date and Time, preferred appointment dates, and time. |
| Requests > Appointments | New Appointment Request | Email notification sent to the portal user to show the Appointment Request with reason, location, Provider’s Name, Appointment Reason, Date, and Time. |
| Requests > Documents | Document Request | Email notification sent to the portal user to show the Document Request with Requested By, For, Document Requested. |
| Requests > Medical Records | Medical Record Request | Message contents when a parent/guardian submits a Medical Record Request from the Patient Portal. |
| Staff Accounts | Password Reset Confirmation | Email notification sent to staff user that a password change request has been sent for their account and if they did not initiate the request to contact the Administrator. A link to reset the password is provided. |
