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Knowledge Base for Patients

Patient Enrollment Email Customization

  • Trigger: sent to the patient after investigator creates a case to monitor patient’s progress
  • Customization: either system email or customized at the protocol version level for each circle/customer

Sections

Corresponding Clinician Articles
  1. Navigate to the Protocols and switch to the required custom modification
  2. On the left, select Patient Communication
  1. Select InvitePatientNewPatient in the dropdown list (and define the required language)
  1. On the right, you’ll find two customizable fields: Subject and Body where you are to insert the required texts. Below these fields, there are identical default fields Subject and Body where you can take the texts as an example.
Default Subject and Default Body below the customizable Subject and Body fields are there only for the reference and CAN’T be changed.

Current Default Patient Enrollment Email template (for reference):

Subject: Important: {{TeamName}} Requests Health Information Prior to Your Treatment

Body: {{TeamName}} would like to monitor your health progress using a secure, free and easy to use application. You will be able to report and visualize your own progress over time, which may help you and your healthcare team achieve an improved outcome.

[Enroll Today]

Benefits of Enrollment Include:

  • Simple, easy-to-complete health surveys available on your phone, tablet or desktop.
  • Personalized homepage with reminders, messages and results reported by your healthcare professional.
  • Live reporting of your relevant case information including health scores, images and/or treatment information.

Please direct all questions or comments to your healthcare provider. Replies to this email will not be seen.

  1. Add Subject and Body to the template and click SAVE.
email body must be in HTML format!
  1. To add an email in other languages, select the required language in the list and repeat the manipulations. Note that fields in the curly braces always stay in English!!!!
  2. After saving the template, it’s strongly recommended to send a test email to check if everything looks well and doesn’t require any changes to be applied. To send a test email:
  3. Click SEND EMAIL at the top right of the screen
  4. Enter your email and click SEND
  5. In your inbox messages find the email from notifications@incytesapp.co and look through the email