What are some examples of commonly used Patient Messaging templates?

For resources on how to craft your patient messaging templates, refer to our blog post: Ocean Tips: Best Practices For Effective Messages & Reminders.

To bold, underline or italicize text in the email body, use HTML tags. To include a hyperlink in the email body, use the following HTML tag: 

<a href="https://www.cognisantmd.com/">CognisantMD</a>

and replace the URL and text inside the <a> </a> tags with the words you would like to appear hyperlinked.

Click each heading below for examples of patient messaging templates. 

Email template with instructions to view secure message and complete forms

Subject: A message from [clinic name]

Email body:

This is a message from [clinic name]. Your physician would like you to complete a secure online questionnaire related to your health. Please follow the steps below:
- Click on “View Secure Message and Complete Questionnaire” below.
- You will be asked to enter your date of birth to validate you are the intended recipient on the message. Rest assured this information is being collected safely and securely.
- View your secure message. Click the checkbox "I have received this message" before clicking the "Next" button to complete all forms.

[weblink]

If you have any questions, please call the clinic at [your phone number]. 

Note: This is an outgoing email only. Please do not reply to this email. If you have any questions or concerns, please contact the office in the usual manner.

Email template with instructions for downloading an attachment

Subject: A message from [clinic name]

Email body:

This is a message from [clinic name]. Your physician would like you to download a document(s) related to your health. Please follow the steps below:

- Click on “View Secure Message” below.
- You will be asked to enter your date of birth to validate you are the intended recipient on the message. Rest assured this information is being collected safely and securely.
- View your secure message. You will see a button with a paperclip icon next to the title. Click on this button to download your file(s). If you are using a mobile device, consider opening this email when you are on a computer instead. 

[weblink]

If you have any questions, please call the clinic at [your phone number]. 

Note: This is an outgoing email only. Please do not reply to this email. If you have any questions or concerns, please contact the office in the usual manner.

Email template with instructions for providing a one-time text response back to the clinic

Subject: A message from [clinic name]

Email body:

This is a message from [clinic name]. Your physician would like to send you a message related to your health. Please follow the steps below:

- Click on “View Secure Message” below.
- You will be asked to enter your date of birth to validate you are the intended recipient on the message. Rest assured this information is being collected safely and securely.
- View your secure message. Click the "Reply" button. An area will appear for you to enter your response to your provider. Click the "Next" button to submit your response. 

[weblink]

If you have any questions, please call the clinic at [your phone number]. 

Note: This is an outgoing email only. Please do not reply to this email. If you have any questions or concerns, please contact the office in the usual manner.

Secure Messages

A few notes about the secure message portion of the email:

  • The secure message will be copied into your patients chart, along with a date and time stamp. The email body will not be copied into your patient's chart.
  • You may want to include instructions to check off the "I have received this message" in the secure message and the email body to help improve compliance.
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