Email Defaults in DaySmart Vet are the default message that will be sent from your DaySmart Vet account, for a certain email type. They can be managed by going into Settings < Configurations < and clicking on View Email Defaults:
The 'Email' column is the type of email it is for, such as an Appointment Confirmation, Appointment Reminder or emailing an invoice to a client from your practice. The 'Subject' is what will populate the email's subject field and is hard coded into the email default. The 'Body' is the text of the email. The clinic can either use the System Default option for the Body, or make a letter template to attach to the Body of the email default. In order to attach a letter, first a letter will have to be made. See this link, Working with Letters, to view the article that will teach you how to make a letter template. Once you have created the letter you would like to attach, select the "pencil and paper" edit button on the far right of the applicable email default. Then select the applicable letter from the drop down list in the Body section. The email defaults will auto populate the email being sent from DaySmart Vet, dependent on the type.
See below for what each System Default says for specific email defaults.
Appointment Accept:
Dear {OWNER_FIRST_NAME},
We’re happy to confirm your appointment for {PATIENT_NAME} on {APPOINTMENT_DATE} {APPOINTMENT_TIME} for {APPOINTMENT_TYPE} with {PROVIDER}. If you have any questions, please call us at {CLINIC_PHONE} or email us at {CLINIC_EMAIL}. We look forward to seeing you then.
Thank you,
{CLINIC_NAME}
Appointment Confirmation:
Dear {OWNER_FIRST_NAME},
We are looking forward to seeing you and {PATIENT_NAME} on {APPOINTMENT_DATE} at {APPOINTMENT_TIME}. If you need to reschedule your appointment, please call us at {CLINIC_PHONE} or email us at {CLINIC_EMAIL}.
Thank you,
{CLINIC_NAME}
Appointment Decline:
Dear {OWNER_FIRST_NAME},
Thank you for requesting an appointment for {PATIENT_NAME} at {APPOINTMENT_DATE} at {APPOINTMENT_TIME}. Unfortunately, we will not be able to accommodate your request. If you have any questions, we can be reached at {CLINIC_PHONE} or {CLINIC_EMAIL}.
Thank you,
{CLINIC_NAME}
Appointment Reminder:
Dear {OWNER_FIRST_NAME},
We are looking forward to seeing you and {PATIENT_NAME} on {APPOINTMENT_DATE} at {APPOINTMENT_TIME}. If you need to reschedule your appointment, please call us at {CLINIC_PHONE} or email us at {CLINIC_EMAIL}.
Thank you,
{CLINIC_NAME}
Appointment Reschedule
Dear {OWNER_FIRST_NAME},
Thank you for requesting an appointment for {PATIENT_NAME} with {PROVIDER} at {APPOINTMENT_DATE} at {APPOINTMENT_TIME}. Unfortunately, due to a conflict we will need to reschedule your appointment. Our next available appointment is on [new selected date] at [new selected time] with {PROVIDER}. We’ve tentatively reserved this time for you. Please let us know if this time will not work for you. We can be reached at {CLINIC_PHONE} or {CLINIC_EMAIL}. We look forward to seeing you then.
Thank you,
{CLINIC_NAME}
Boarding Confirmation:
Dear {OWNER_FIRST_NAME},
{PATIENT_NAME}'s boarding reservation is confirmed for {BOARDING_CHECK_IN_DATE} {BOARDING_CHECK_IN_TIME} through {BOARDING_CHECK_OUT_DATE} {BOARDING_CHECK_OUT_TIME}. Check in is at {BOARDING_CHECK_IN_TIME}.
If you need to reschedule this reservation, please call us at (Clinic Phone Number) or email us at (Clinic Email).
Thank you,
(Clinic Name)
Boarding Reminder:
Dear {OWNER_FIRST_NAME},
This is a reminder that {PATIENT_NAME} is scheduled to be boarded with us from {BOARDING_CHECK_IN_DATE} through {BOARDING_CHECK_OUT_DATE}. Check in is at {BOARDING_CHECK_IN_TIME} and check out is at {BOARDING_CHECK_OUT_TIME}.
If you need to reschedule this reservation, please call us at {CLINIC_PHONE} or email us at {CLINIC_EMAIL}.
Thank you,
{CLINIC_NAME}
Certificate:
Dear {RECIPIENT_FIRST_NAME},
Below is a link to {PATIENT_NAME}'s certificate. If you have any questions, please call us at {CLINIC_PHONE} or email us at {CLINIC_EMAIL}.
Thank you, {CLINIC_NAME}
Checkout Documents:
Dear {RECIPIENT_FIRST_NAME},
Below is a link to your documents from today's visit. You can view these documents by clicking on the link below. If you have any questions, please call us at {CLINIC_PHONE} or email us at {CLINIC_EMAIL}.
Thank you,
{CLINIC_NAME}
Deposit
Dear {RECIPIENT_FIRST_NAME},
Below is a link to your receipt, which shows payments you have made to date. You can view your receipt by clicking on the link below. If you have any questions, please call us at {CLINIC_PHONE} or email us at {CLINIC_EMAIL}.
Thank you,
{CLINIC_NAME}
Estimate:
Dear {RECIPIENT_FIRST_NAME},
Below is a link to your estimate. You can view your estimate by clicking on the link below. If you have any questions, please call us at {CLINIC_PHONE} or email us at {CLINIC_EMAIL}.
Thank you,
{CLINIC_NAME}
Invoice:
Dear {RECIPIENT_FIRST_NAME},
Below is a link to your invoice. You can view your invoice by clicking on the link below. If you have any questions, please call us at {CLINIC_PHONE} or email us at {CLINIC_EMAIL}.
Thank you,
{CLINIC_NAME}
Letter:
Dear {RECIPIENT_FIRST_NAME},
Below is a link to your letter. If you have any questions, please call us at {CLINIC_PHONE} or email us at {CLINIC_EMAIL}
Thank you,
{CLINIC_NAME}
Labs:
Dear {RECIPIENT_FIRST_NAME},
Below is a link to {PATIENT_NAME}'s lab result. If you have any questions, please call us at {CLINIC_PHONE} or email us at {CLINIC_EMAIL}.
Thank you,
{CLINIC_NAME}
Medical Note:
Dear {RECIPIENT_FIRST_NAME},
Below is a link to Name of Medical Note (Date) If you have any questions, please call us at {CLINIC_PHONE} or email us at {CLINIC_EMAIL}.
Thank you,
{CLINIC_NAME}
Medical Reminder:
Dear {OWNER_FIRST_NAME}
Our records show that your pet will be due one or more of the following items:
{PATIENT_REMINDERS}
If you need to schedule an appointment, please call us at {CLINIC_PHONE}.
Sincerely,
{CLINIC NAME}
Patient History:
Dear {RECIPIENT_FIRST_NAME}
Below is a link to {PATIENT_NAME}’s medical file. If you have any questions, please call us at {CLINIC PHONE} or email us at {CLINIC_EMAIL}
Thank you,
{CLINIC_NAME}
Pre-visit Confirmation:
{PATIENT_NAME}’s appointment is starting soon (it’s scheduled for {APPOINTMENT_TIME} on {APPOINTMENT_DATE}. Please take a few minutes to review some important information before your visit.
Receipt:
Dear {RECIPIENT_FIRST_NAME},
Below is a link to your receipt, which shows payments you have made to date. You can view your receipt by clicking on the link below. If you have any questions, please call us at {CLINIC_PHONE} or email us at {CLINIC_EMAIL}.
Thank you,
{CLINIC_NAME}
Return:
Dear {RECIPIENT_FIRST_NAME},
Below is a link to your (Return #). If you have any questions, please call us at {CLINIC_PHONE} or email us at {CLINIC_EMAIL}.
Thank you,
{CLINIC_NAME}
Statement:
Dear {RECIPIENT_FIRST_NAME},
Below is a link to your billing statement. If you have any questions, please call us at {CLINIC_PHONE} or email us at {CLINIC_EMAIL}.
Thank you,
{CLINIC_NAME}