Communication for patients is done via email or SMS, for At-Home Phlebotomy orders. Customers have the following options when setting this up:
  • Default - Email and SMS communications are enabled.
  • SMS Only - Only SMS communication is enabled.
  • Disable - All communications from Vital are disabled.
Each option has a different set of content and status changes, depending on what triggered them.
You can enable or disable SMS and Email communications individually through the Vital Dashboard, under the Team Settings section.

Default Communications

SMS Messages

A table of the Order Status and default SMS is provided below:
Order StatusDefault Message
requisition_created”Hey patient_first_name, it’s time to book your at-home phlebotomy draw. You can book a slot using the following link booking_link.”
appointment_scheduled”Your appointment with the phlebotomist has been booked at date! You can reschedule or cancel using the following link booking_link.”
appointment_cancelled”Hey, your at-home-phlebotomy appointment at date for the team_name has been cancelled. You can rebook using the following link booking_link.”
draw_completed”Your at-home phlebotomy draw is complete! We’re delivering your sample to the lab for processing.”
completed”The lab has finished processing your blood sample, your results should be ready soon :)“
cancelled”Hey, your order for the team_name at-home-phlebotomy appointment has been cancelled. If this is by accident please contact support.”
SMS Texts are customizable, and can be enabled or disabled individually.

Emails

For emails, the following table describes what information each email contains for each Order Status:
Order StatusEmail Content Description
requisition_createdAn email with the booking link for Vital Booking Widget will be sent to the patient.
appointment_scheduledAn email confirming the appointment date and time will be sent to the patient, with the possibility of rescheduling or cancelling the appointment.
appointment_cancelledAn email confirming the cancellation of the appointment is sent, providing the possibility of scheduling a new appointment.
Emails can be white labelled and sent from your own domain.

Scheduling Appointments Before A Requisition Has Been Created

This feature is in closed beta.Interested in this feature? Get in touch with your Customer Success Manager.
If the ability to schedule appointments before a requisition has been created is enabled for your team, all appointment-related messages will be triggered by the appointment status, not the order status. All non appointment-related messages will be triggered by the order status e.g. requisition_created, draw_completed etc. (see above section).

SMS Messages

A table of the Appointment Status and default SMS is provided below:
Appointment StatusDefault Message
confirmed”Your appointment with the phlebotomist has been booked at date! You can reschedule or cancel using the following link booking_link.”
cancelled”Hey, your at-home-phlebotomy appointment at date for the team_name has been cancelled. You can rebook using the following link booking_link.”

Emails

For emails, the following table describes what information each email contains for each Appointment Status:
Appointment StatusEmail Content Description
confirmedAn email confirming the appointment date and time will be sent to the patient, with the possibility of rescheduling or cancelling the appointment.
cancelledAn email confirming the cancellation of the appointment is sent, providing the possibility of scheduling a new appointment.

Disable Communications

In this case, no communications will be sent from Vital. You have the ability to produce completely customized communications using the Webhook events described previously.