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Resend a transactional email
Monique Clark avatar
Written by Monique Clark
Updated over 3 months ago

Resend transactional email to a different email address

Use this option if:

  1. Their email had a typo or other issue with prevented them from receiving it (hard bounce)

  2. You didn't have an email address on file for them

  3. They are having trouble receiving the email to the original email address

Start by adding the correct email address into their patient file in Cliniko and pressing save.

πŸ•’ Wait 5 minutes to allow Cliniko time to register this change into Peptalkr

Now refer to the table below on what to do:

Trigger type

What to do

Important to note

Appointment created

  1. Open the appointment in Cliniko

  2. Take note of the appointment details, then press

  3. Recreate the appointment with the same details to re-initiate the trigger.

The timing you have set for this trigger will still apply (e.g 1 hour, 5 mins and so on)

Before appointment

The same steps as above apply, however, you must:

  1. Edit your trigger and tick the include last minute bookings checkbox to ensure this sends even if the reminder was due to send in the past

  2. You can disable this setting again after your patient has received their fresh reminder if desired.

The timing you have set for this trigger will still apply. So if the reminder was due to send 2 days before the appointment, and you are completing this process after the 2 day mark, it won't send unless you enable include last minute bookings

After appointment (incl. recalls)

You cannot resend this email. Instead, we recommend using a medical alert to trigger the email manually to the patient.

Appointment marked DNA (incl. recalls)

You will need to unmark the appointment as DNA.

πŸ•’ Wait 5 minutes to allow Cliniko time to register this change into Peptalkr

Then mark it DNA again.

The timing you have set for this trigger will still apply (e.g 1 hour, 5 mins and so on)

Appointment cancelled (incl. recalls)

You will need to unmark the appointment as Cancelled.

πŸ•’ Wait 5 minutes to allow Cliniko time to register this change into Peptalkr

Then mark it DNA again.

The timing you have set for this trigger will still apply (e.g 1 hour, 5 mins and so on)

Invoice created

You cannot resend this email. Instead, we recommend using a medical alert to trigger the email manually to the patient.

Invoice paid

You will need to unmark the invoice as paid.

πŸ•’ Wait 5 minutes to allow Cliniko time to register this change into Peptalkr

Then mark it DNA again.

The timing you have set for this trigger will still apply (e.g 1 hour, 5 mins and so on)

Medical alert added to a patient

You will need to remove the medical alert from the patient.

πŸ•’ Wait 5 minutes to allow Cliniko time to register this change into Peptalkr

Then add the medical alert again.

The timing you have set for this trigger will still apply (e.g 1 hour, 5 mins and so on)

After a certain number of appointments

You cannot resend this email. Instead, we recommend using a medical alert to trigger the email manually to the patient.

πŸ’‘ If it's just the intake form link or feedback link you need to send again (and don't need to send all their appointment details/extra info again) - we recommend creating a simple email or SMS template with the relevant link and then create a medical alert based trigger for the purposes of resending it.

e.g.

Hi [patientfirstname], here's the intake form link again as requested:

[primarynpform]


Resend transactional email to the same email address

Use this option if:

  1. The patient cannot find the email and wants a fresh copy

So long as the original email was sent to them in the last 30 days, open the Delivery Log and search for their first name or email address in the search box, then locate the appropriate email.

Hover your cursor over the status circle, then click Resend.

The resend button, accessed via the status circle

You can resend sent and soft bounced emails, but not those that are in a queue or have been hard bounced.

If the email hard bounces - you will need to update their email address to a valid email in Cliniko, then go back up to Resend transactional email to a different email address

πŸ‘‰ When you resend transactional emails that originally had attachments, the email will be sent without the attachment. This is because attachments are not stored in Peptalkr for security reasons.

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