Customize the SMS or email message for a specific form or packet.

How to Customize the Message:

  1. Navigate to the Form or Packet Settings:

    Go to the specific form or packet you wish to customize the message for.


  1. Select the "Custom Email and SMS invitation
  • Activate the custom invite for the specific form or packet.
  1. Edit the Message:

    Use the text editor to personalize your message. You can include specific details related to the form or packet, such as instructions etc.

  2. Save Your Changes:

    Once you’ve customized the message, save your changes. The personalized message will be sent to the patient whenever that form or packet is sent.

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