If your customer wants to use PI questions in Patient Communication, we recommend to configure the patients notifications sending to go out minimum 1 day after the case creation. This ensures that there is enough time for the PI question to be answered before the notification is sent out and dynamic fields in the template will not be sent as blank.

To prevent any issues with pulling PI data to the email, it is highly recommended to use this option exclusively for unilateral questions.

To include specific PI data in the email template, we utilize a dynamic field with a PI question tag.

For example,
        Question: What is your pet’s name?
        Answer: Buddy

So, by using the tag of this question in the email template, we pull the answer to the email and refer to the pet in the survey reminder.

Email Template in the admin panel:

You can assist us to help more pets like {{Question_563_51_1}}! Over the course of 3 follow-ups (90 days, 180 days, 365 days) we want to track {{Question_563_51_1}}’s progress after receiving the Therapy. The goal of these follow up surveys is to gather important data to measure your {{Question_563_51_1}}'s progress.

As the customer will receive it:

You can help us help more pets like Buddy! Over the course of 3 follow-ups (90 days, 180 days, 365 days) we want to track Buddy’s progress after receiving the Therapy. The goal of these follow up surveys is to gather important data to measure your Buddy's progress.

You can add PI questions as dynamic fields in the “Invite New Patient” Email (at the protocol level) and in the “Survey Reminder” (on the survey level).

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Invite New Patient Email

1. Navigate to the Protocols and select the required protocol from the list.
2. Click Patient Communication and select InvitePatientNewPatient in the dropdown list above the languages (this template is set by default when you come to the Protocol page).

3. Click the required language.

4. Put the info into the Subject field and  the email body using the PI dynamic fields if required. Click SAVE when ready.

Note: working with PI questions, use the following dynamic field format: {{Question tag}} ( e.g. {{Question_563_51_1}} ). You can find the question tag at the top right of the question field in the survey

*The selected question must be:

• A part of the customer’s protocol version (you can’t use a tag of the question from another customer’s version or root protocol — it won't work in template)
• Set In Use in the protocol/survey

*File questions are not supported

*You can’t add the tag of the question which is a part of a bundle

Survey Reminders

1. Navigate to the Protocols and select the required protocol from the listю.
2. Select the required survey for which you would like to design an email text. 
3. Click SHOW PATIENT COMMUNICATION in the Patient Communication field.
4. Put the info into the Subject field using the dynamic fields if required.
5. Type in (or paste from the source file) the email body using the dynamic fields if required.