Reword the automatic messages patients receive
Set when visit reminders go out, reword your clinic's visit, message, order, payment, form and portal notices, or put Oben's wording back.
- Who can do this
- The clinic owner (staff who manage clinic settings can view the wording)
- Where in Oben
/settings/patient-portal/notifications
Each automatic message shows the exact wording patients get. You can reword most of them in your clinic's voice. Until you do, patients get Oben's wording.
Steps
- Open Settings, then Patient Portal → Notifications.
- For visit reminders, confirmations, moves and cancellations, go to Visit messages and choose the tab for the kind of visit: In person, Video, or Phone if your clinic offers phone visits.
- Under When reminders go out, set how long Before the visit each reminder goes and how it is sent. Select + Add a reminder for another.
- Under Wording, choose a message and change its wording. Check What the client sees, then select Save. Use Oben's wording puts Oben's back.
- For every other message, find it under What patients receive or Other messages patients receive and select Edit wording.
- Change the Message, and the Email subject where there is one. Select a placeholder such as `{clinic_name}` or `{sign_in_link}` to add it, check the Preview, and select Save wording.
- To go back, select Edit wording, then Reset to Oben's wording.
Good to know
- A visit tab you never saved shows what those visits get today.
- These messages never carry health details. Oben refuses wording that names a medication, dose, treatment, condition, test or result, or that types a web address instead of the link placeholder. When you save, Oben's AI also reads your wording (filled with sample details, never a patient's) and refuses it if it says anything about a person's health. If that check isn't available, the word-list check alone decides.
- Placeholders marked required must stay, for example the link and the visit time.
- Every video visit reminder carries the patient's own join link. If your wording leaves out `{visit_link}`, Oben adds it at the end.
- Texts can be at most 4 segments, including the opt-out line Oben adds.
- The booking confirmation, visit reminder, new secure message and new form are quoted as samples in your texting registration. Your wording is used the next time your registration is sent to phone carriers; changing it does not resend it.
- For the portal invitation, only the opening paragraph changes.
- Your assistant can also reword a message through the clinic connector. It asks you first, unless you set Messages and campaigns to Just do it in Settings → External AI, and you can undo the change.