You can control how and when health plan notification emails are sent to pet owners. These settings are configured per clinic location unless stated otherwise.
The renewal reminder and expiration reminder emails are sent a set number of days before a subscription's end date. The timing is controlled by the Renew plans to upcoming status before X amount of days setting.
To set the reminder timing:
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Go to Settings > Clinic location > Health plan.
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Enter the number of days before the subscription end date that reminder emails are sent.
If the value is set to 0, reminder emails are not sent. In this case, only the renewal and expired emails are sent after the event occurs.
The failed payment email can be enabled or disabled, and the default body text can be replaced with a custom message.
To configure the failed payment email:
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Go to Settings > Clinic location > Health Plan.
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To enable the email, select Send email notifications about failed recurring payments. To disable it, clear the checkbox.
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To customize the body text, enter your message in the Email body text for failed recurring payments field.
Custom messages support the following placeholders:
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Client placeholders: name, email, and other client details
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Patient placeholders: name, species, and other patient details
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Department placeholders: name, address, phone number, and other department details
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Invoice placeholders: number, amount, and other invoice details
When a custom message is set, it replaces the default heading and body text of the email.
The term used in email subject lines and headings — for example, "Health Plan," "Wellness Plan," or "Care Plan" — is a global organization setting.
To update the health plan term, go to Settings > Organization and update the health plan custom term field.
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