Email Templates

We provide default email templates for the following events:

• Case Message Sent
• Case Invoiced
• Case Shipped
• Case Closed
• Credit Created
• Payment Created
• Statement Created
• Custom

You can overwite these email templates and you can also create your own email custom templates.

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 Invoiced, Case Shipped, and Case Closed events, the variables are:

• patientName
• doctor
  • name
• office
  • name

For Credit Created event, the variables are:

• credit
  • amount
  • creditApplications (array)
    • amount
    • invoiceNumber
    • caseNumber

For Payment Created event, the variables are:

• payment
  • amount
  • paymentApplications (array)
    • amount
    • invoiceNumber
    • caseNumber

For the Statement Created and Custom events, the variables are:

• statement
  • amountDue
  • dueDate
  • openingBalance
• organization
  • clientPortalPayUrl

For Case Message Sent event for the subject, body, and html, you can use the following variables:

• message
• caseNumber
• patientName
• dueDate
• holdReason
• customer
  • holdReason
• doctor
  • name
• office
  • name
• clientPortalCaseUrl