Notification templates

Every message our automations send

9:40 AM · demo clock

Showing 74 of 74 templates

Patient · 31

Visit reminders

Waitlist offers

Visit summary and follow-up

Missed visits

Intake

Coverage re-check

Billing

New-lead sequence

Referral outreach

Low-utilization campaign

Clinician · 21

New messages

Recredentialing

License, CAQH and malpractice

Required training

Payouts

Waitlist auto-fill

Prior authorization

Staff · 16

No-show call escalation

Prior authorization

Recredentialing

Payer contract renewals

Compliance reminders

Staff invites

Partner · 6

Referral received

Business associate agreements

Recredentialing with a plan

State expansion enrollment

Visit reminders: 48-hour email

Sent for youDone automatically

Trigger: Sent 48 hours before the visit

EmailPatient · Patients and people who asked for helpActive

{{visit_date}} → Thu, Oct 15
{{first_name}} → Alex
{{clinician_name}} → Dr. Maya Okafor
{{visit_time}} → 2:00 PM ET

Also sent by this automation

Email preview · sample values

From care@wellkeel.example

Subject Reminder: your video visit on Thu, Oct 15

Hi Alex,

This is a reminder of your video visit with Dr. Maya Okafor on Thu, Oct 15 at 2:00 PM ET.

You can join from your phone or computer up to 10 minutes early. If the time no longer works, you can pick a new one in a few taps.

Join or reschedule

You're getting this because you have a WellKeel account. Change what we send in Settings → Notifications. In crisis? Call or text 988.

Compliance check passed

Pass: Has a subject and a message
Pass: No diagnosis or care details
Pass: Only known variables

Emails never include diagnosis or care details. Sensitive details stay inside the signed-in account.