OP Practice Portal: Page Template Descriptions

About

The 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 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 AccessSend Passcode EmailEmail sent to the patient providing a Passcode giving the patient the ability to sign into third-party apps.
App-Specific Access
Send Passcode TextText sent to the patient providing a Passcode giving the patient the ability to sign into third-party apps.
ConfirmationsBill Pay (only available with Advance Bill Pay)Email sent to the patient with payment details.
Confirmations
Professional Account ConfirmationEmail sent to employees when an account is created in the Practice Portal. This provides the link to activate the account.
Disclaimers > AppointmentsAppointment Cancel DisclaimerPop-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.

DisclaimersMedication Refill DisclaimerPop-up disclaimer in the Patient Portal displayed when the portal user selects “Refill”.
Disclaimers
New Message DisclaimerPop-up disclaimer in the Patient Portal displayed when the portal user selects “Compose new message”.
Disclaimers
Referral Request DisclaimerPop-up disclaimer in the Patient Portal displayed when the portal user selects “Referral Request”.
Live SchedulingAppointment 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.
MessagesAccount Unlinked MessageEmail 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 > AppointmentsAppointment 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 > FormsFormNotificationNonPortalUserEmail
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 > MessagesNew 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 > PasswordResetConfirmationChange 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 IntakeThese Page Templates are not currently used.These Page Templates are not currently used.
Patient ScheduleThese Page Templates are not currently used.
These Page Templates are not currently used.
RegistrationSend 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 > AppointmentsAppointment 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 > AppointmentsAppointment 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 > DocumentsDocument RequestEmail notification sent to the portal user to show the Document Request with Requested By, For, Document Requested.
Staff AccountsPassword 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.