This guide shows you the preset email and SMS templates you can find in Therapy iQ.

IMPORTANT: Any custom email or SMS template you create for your practice will replace the default ones in TiQ. For more information about creating custom templates check these guides: How to Create Practice Email Templates / How to Edit or Create a Text Message Template

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Email Templates

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- Client 2FA Code Notification

Hello ${CLIENT_NAME}.

Your login validation code is: ${VALID_CODE}

Please note: This code will expire in 60 seconds

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- Client Forgot Password

Hi ${CLIENT_NAME},

A request has been received for you to create a new password for the Client Portal account associated with this email address.

To reset your password, click here:

${RESET_PASSWORD_LINK}

If you didn't make this request, or no longer need to reset your password, you can ignore this email.

Thank you

TherapyIQ Support

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- Client Portal Invitation

Hello ${CLIENT_NAME} ,

You have been invited to the secure client portal for ${COMPANY_NAME}.

The Client Portal should be accessed from a Google Chrome browser.

Please CLICK HERE to create your client portal password.

Once you successfully update your password, the page will refresh to allow you to login to your portal or CLICK HERE to be brought to the Client Portal Login Page.

Your Login Email Address is the Email Address you have on file with the practice.

To quickly access your Portal for future logins, bookmark this page.

Should you have any questions or concerns, please contact our office.

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- Client Signature Request

Hello ${CLIENT_NAME},

A staff member from ${COMPANY_NAME} is requesting your signature on the form titled: ${FORM_MODEL_LABEL}.

Click Here to Sign

Should you have an issue accessing this form, please contact our office at the number listed below.

Thank You,

${COMPANY_NAME}

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- Payment Receipt

Hello ${CLIENT_NAME} ,

You just paid ${COMPANY_NAME} a total of ${CLIENT_PAID}.

It may take a few moments for this transaction to appear in your account.

Your receipt is attached to this email.

Transaction Overview:

Merchant Information:

${COMPANY_NAME}

${COMPANY_ADDRESS}

${TODAYS_DAY}

Payment Summary

Payment Method: ${PAYMENT_METHOD}

Amount: ${CLIENT_PAID}

Service Type: ${SERVICE_TYPES}

Service Fee: ${CLIENT_RESP}

Thank You,

${COMPANY_NAME}

Treatment Team

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- Payment Invoice

Hello ${CLIENT_NAME} ,

You have received an invoice from ${COMPANY_NAME} for the amount of ${CLIENT_RESP} .

Click Here to Complete Payment

Should you have trouble viewing this invoice, please contact our office directly.

Thank you,

${COMPANY_NAME}

${COMPANY_ADDRESS}

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- Appointment Invitation

Hello ${PARTICIPANT_NAME},

Your appointment with ${HOST_NAME} at ${COMPANY_NAME} has been scheduled.

Your Appointment details are as follows:

${MEETING_NAME}

${MEETING_DATE}

Please contact our office if you have any questions.

${COMPANY_NAME}

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- Telehealth Invitation

Hello ${PARTICIPANT_NAME},

${HOST_NAME} from ${COMPANY_NAME} is inviting you to a Telehealth meeting.

Topic: ${MEETING_NAME}

Time: ${MEETING_DATE}

Click here to Join Telehealth Meeting

(this link expires a few minutes after the meeting begins)

Thank you,

${HOST_NAME}

${COMPANY_NAME}

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- Client Portal Notification

Hello ${CLIENT_NAME},

You have a new portal notification from ${COMPANY_NAME}.

Log in here to view your client portal.

${PORTAL_LINK}

Thank you,

${COMPANY_NAME}

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- Superbill

Hello ${CLIENT_NAME},

Your superbill is attached to this email.

Please contact our office should you have any questions.

Thank you,

${COMPANY_NAME}

${COMPANY_PHONE}

${COMPANY_ADDRESS}

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- Appointment Reminder

Hi ${CLIENT_NAME},

${COMPANY_NAME}

This is a reminder that you have an appointment scheduled with ${USER_NAME} at ${COMPANY_NAME} .

Your Appointment Details:

${EVENT_TTTLE}

${EVENT_DATE}

Please contact our office if you have a schedule conflict or are unable to attend this appointment.

Thank you,

${COMPANY_NAME}

${COMPANY_ADDRESS}

${COMPANY_PHONE}

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- Telehealth Reminder

Hello ${CLIENT_NAME},

This is a reminder that you have a Telehealth appointment scheduled with ${COMPANY_NAME} on ${EVENT_DATE}.

The invite link to your appointment can be accessed by logging in to your client portal.

Click Here to Log In

Please contact ${COMPANY_NAME} if you have any questions regarding this appointment.

Thank you,

${COMPANY_NAME}

${COMPANY_ADDRESS}

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- Appointment Cancellations

Hello ${CLIENT_NAME} ,

An appointment previously scheduled with ${COMPANY_NAME} has been cancelled.

Please reach out to ${COMPANY_NAME} at ${COMPANY_PHONE} should you have any questions.

Thank you,

${COMPANY_NAME}

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SMS Templates

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- Telehealth Reminder (SMS)

Hi ${CLIENT_NAME}, this is a reminder that your ${EVENT_TITLE} appointment with ${COMPANY_NAME} is for ${EVENT_DATE}.

To reschedule, call ${COMPANY_PHONE}

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- Appointment Reminder (SMS)

Hi ${CLIENT_NAME}, this is just a reminder that your ${EVENT_TITLE} appointment with ${COMPANY_NAME} is for ${EVENT_DATE}.

To reschedule, call ${COMPANY_PHONE}

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- Client 2FA Code Notification (SMS)

Hello ${CLIENT_NAME}

Here is your Portal login validation code:

${VALID_CODE}

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- User 2FA Code Notification (SMS)

Hello ${USER_NAME}

Here is your TiQ login validation code:

${VALID_CODE}