DOT PHRASE	PURPOSE
.PHLIST	Phone options for different service lines.
Bumps & Appt Changes
.BUMPAPPTCHANGE	Used to send Mychart message to a patient that appt has changed time/location/provider and SMS is not an option.
.BUMPTICKET	Used when creating a MyChart ticket after cancelling same-day bumps
.BUMPTICKETSP	Spanish Version of bumpticket
.CANCELRESCHEDULE	Used when the appointment is canceled and a ticket is sent to help with rescheduling
.bad	Used when advocates have tried to reach a patient with no answer regarding an appointment scheduled incorrectly online or through MyChart
PT CRM Request
.ADDHM	Health maintenance request appt already scheduled
.ADDMED	Adds additional meds for refill request
.CRMREPLY	Used for replying to CRM messages (Name/Sex Change or spelling errors, lodging, preferred pharmacy change, scheduling)
.CRMINS	Used for Pt CRM messages for insurance updates
Appointment Requests
.APPTTICKETPROVIDER	Used for replying to mychart request (providerleft, don't support, waitlist no appt, no template, ticket sent etc )
.APPTTICKETPROCESS	Used for replying to mychart when needs further process for request (order, referral, labs, vaccine etc )
.APPTSCHEDULE	Used when the patient has sent in a MyChart appointment request for an existing appointment for the same concerns/provider scheduled before the request was sent and the patient was added to the wait list
.MORANVISITINSTRUCTIONS	Used to send instructions for moran visits. (adult, child, contact, retina, post op, Iritits/uvetitis)
.ORTHOVISITINSTRUCTIONS	Used when sending tickets for ortho joint appts that requires paperwork. Mychart message explaining we will needed imaging brought to appt.
.TRIAGEMORAN	Used when a mychart appointment request for Moran as triage symptoms
.TRTMT	Used when a request for a specific medication or treatment (medication, treatment, consult for procedure, Spanish versions)
Inpatient Discharge Scheduling
.IPDISCHARGE	Used discharge Mychart message when appointment scheduled
.IPNOCONTACT	Used in CRM/Patient List to explain why we did not outreach to the patient to schedule apt with PCP after inpatient stay.
.IPPATIENTSCH	Used to document inpatient discharge scheduling when the patient already had a f/u scheduled.
.IPSCHPL	Used to document SMS text sent with scheduled appt for inpatient discharge scheduling.
.IPDISCHARGESP	Used for discharge Mychart Message when appt scheduled Spanish version.
.IPCRM	Used for CRM note updates for contacts
.bad	Used when advocates have tried to reach a patient with no answer regarding an appointment scheduled incorrectly online or through MyChart
Endoscopic Spine
.ENDOIMAGE	Used for Endospine image collection attempts
.ENDOIMAGEFAX	Used for when a fax request for images needs to be sent
.ENDOIMAGEFOLLOWUP	Used to document follow-up attempts for image collection
.ENDOTICKET	Used for Mychart message when ticket sent for Endospine
.UTR	Used when advocates have tried to reach a patient two times with no answer
Well U HRA
.HRAPCP	Used for WELL U HRA mychart message
.bad	Used when advocates have tried to reach a patient with no answer regarding an appointment scheduled incorrectly online or through MyChart
.UTR	Used when advocates have tried to reach a patient two times with no answer
Non Compliant Kidney
.NONCOMPLIANTCRM	Used to document contacts regarding communication for Non Compliant Kidney
.NONCOMPLIANTTICKET	Used to send Mychart message for Non Compliant Kidney explaining ticket was sent to scheduel
.NONCOMPLIAANTOOS	Used for Kidney Non compliant for out of state patients under 1 year post transplant
New American Scheduling
.NEWAMERICANREQ	Used to document in CRM work done for New American Scheduling.
Ortho Web Requests
.PMREMAIL	Used to document web requests for Ortho & contacts made
.bad	Used when advocates have tried to reach a patient with no answer regarding an appointment scheduled incorrectly online or through MyChart
Prescription Request
.RXLVM	Used for when VM left for rx request an appointment needs to be scheduled.
.RXREQUEST	Used for when RX refill requires an appointment and we have sent a scheduling ticket. Used for when RX refill requires an appointment for services we don't support to have them call to schedule.
.bad	Used when advocates have tried to reach a patient with no answer regarding an appointment scheduled incorrectly online or through MyChart
Waitlist
.PTWAITLISTOFFER	Used to send mychart message to offer a sooner appt
.PTDAILY	Used to document work done & instructions on SJHC PT waitlist
.PTWLREPLY	Used to document SJHC PT when the patient confirms the appointment.
.WLTICKET	Used for waitlist ticket
SSIR
.SSIRADDINFO	Used for a SSIR when additional information or action is needed from the patient.
.SSIRINFORM	Used when sending patient Mychart message related to SSIR to inform patient but that doesn't require action on their part. (referral needed, referral needs review, complete test/labs before appt, 2 appts same concern, TOC, no license for state, misc. )
.bad	Used when advocates have tried to reach a patient with no answer regarding an appointment scheduled incorrectly online or through MyChart
Registration
.WSVTRESIDENTDEFERRAL	Used when deferring an appt on Web Shceuled VT WQ due to reg missing attending
.REG	Used for when we need to update registration on an appointment
MAT Emails
.MATCOTIVITIEMAIL	Used for MAT

Custom Buttons

Warning Warning: Clearing your browser's cache will delete all your custom buttons and tags! Please be sure to export your data before clearing your browser's cache!

Tags:

Contextual Tags:
[Date] = Today's Date (MM/DD/YYYY)
[TIME] = Current Time (HH:MM AM/PM)

User Defined Tags:
[UID] =
[VARDATE] =
[VARPHONE] =

Custom Tags

New Tag Name:
New Tag Type:

Initiatives:

physical_therapy PT Wait List

info See Also: SMS: PT Wait List

Offer Builder:

event_repeat Start here for reschedule appointment offer:

1. Existing Date:

2. Existing Time:

3. *New Provider Name:

*Only select if new appt is with a different provider than existing appt. Otherwise, please leave blank.

4. Continue to Step 5.

calendar_add_on Start here for additional appointment offer:

5. Provider Name:

6. New Date:

7. New Time:

8. Choose Format:

SMS Options:

MyChart Message Options:

9. Click to Copy:

Please fill out above form to generate the communication you will send to the patient.

10. Add to CRM

with [PROVIDER] for [NEW DATE] at [NEW TIME]

event_busy No appointment available:

Copy to Wait List Message

info Note: UID moved to Tags section.

mail Email

contact_mail Contacts:

Mindee Miller

Templates Team

docs Email Templates:

Prisoner Bump Email

Radiology File Room Email

Templates Team Standard Reply

chat SMS

Warning Text Messages to patients should NEVER include emojis, abbreviated phrasing, slang to derogatory comments. All communication must be to University standard. If none of the below responses fit for the interaction you're having, please consult Kim or Mindee before responding.

quick_phrases Set WebText tool to UHealth General Number: 801-213-9500

ink_eraser Bump Text SMS Messages:

Future Manual Bump

Future Manual Bump (Spanish)

Canceled Appointment

Canceled Appointment (Spanish)

Same day & Short Notice Bump

Same day & Short Notice Bump (under 4 days) (Spanish)

video_chat Virtual Visit Change Texts:

MyChart Active (Appt Today)

MyChart Active (Appt Today) (Spanish)

MyChart Active (Future Appt)

MyChart Active (Future Appt) (Spanish)

Non-MyChart Active (Appt Today)

Non-MyChart Active (Appt Today) (Spanish)

Non-MyChart Active (Future Appt)

Non-MyChart Active (Future Appt) (Spanish)

coronavirus COVID InPatient Texts

COVID 2nd Dose Out Of State

No Availability - Mychart Active

No Availability - Inactive Mychart

medication RX Texts:

quick_phrasesSet WebText tool to RX Refill: 801-213-5090

Denied:

Denied - Office Appt

Denied - Office Appt (Spanish)

Denied - Lab

Denied - Lab (Spanish)

Approved:

Approved

Approved (Spanish)

Approved - Office Appt

Approved - Office Appt (Spanish)

Approved - Lab

Approved - Lab (Spanish)

Responses:

Thank You

Thank You (Spanish)

Wants to Schedule

Wants to Schedule (Spanish)

Apology

Apology (Spanish)

Web Scheduled Visit Texts

Template: WSV Reg - Text 1

Demographics don't match

Adult - MyChart Active

Identity Validated & Question 1

Question 2

Question 2 - Answer 1 (YES)

Question 3

Question 3 - Answer 1 (YES)

Final Message

Adult - MyChart InActive

Identity Validated & Question 1

MyChart Activation - Answer (YES)

MyChart Activation - Answer (NO)

MyChart Activation - Answer (NO) - CANCEL

Question 1

Question 2

Question 2 - Answer (YES)

Question 3

Question 3 - Answer (YES)

Final Message

Minor - MyChart Active

Identity Validated & Question 1

Question 2

Question 2 - Answer (YES)

Question 3

Question 3 - Answer (YES)

Question 4

Final Message

Minor - MyChart InActive

Identity Validated & MyChart Activation

Question 2

Question 2 - Answer (YES)

Question 3

Question 3 - Answer (YES)

Question 4

Final Message

Return Patient

Introduction

Accident Related

Accident Related - Answer (YES)

Final Message

Misc Texts and Responses:

Misc

SafeUT Resource

SafeUT Resource (Spanish)

Opt Out Text

Opt Out Text (Spanish)

Location Change

Location Change (Spanish)

Time Change

Time Change (Spanish)

Provider Change

Provider Change (Spanish)

Permanent Location Change

Permanent Location Change (Spanish)

Generic Response

MAT/Covititi

Responses

Thank You

Thank You (Spanish)

Correction

Wants to Reschedule

Wants to Reschedule (Spanish)

Apology

Apology (Spanish)

Misc

Misc reply

Complaint

Mildly offensive text

Harrassment

Repeated harrassment

Threats

Crisis

Medication Request

Medication Request (Spanish)

Confirm other Appt

Confirm other Appt (Spanish)

Provider request appt

Provider request appt (Spanish)

physical_therapy PT Wait List

info See Also: Initiatives: PT Wait List

Identity Verification Text (RESCHEDULE Appt)

Identity Verification Text (RESCHEDULE Appt) (Spanish)

Identity Verification Text (ADD Appt)

Identity Verification Text (ADD Appt) (Spanish)

Question 1 - Accept (Reply 1)

Question 1 - Accept (Reply 1) (Spanish)

Pt declines offer

Pt declines offer (Spanish)

Response received outside of offer timeframe

Response received outside of offer timeframe (Spanish)

Remove from Waitlist

Remove from Waitlist (Spanish)

inpatient Inpatient Follow Up

Initial Outreach

Initial Outreach (Spanish)

Response: CALL

Response: CALL (Spanish)

Text 1 - Response: Name & Zip Code

Text 1 - Response: Name & Zip Code (Spanish)

Response: OFFICE

Response: OFFICE (Spanish)

Response: VIRTUAL

Response: VIRTUAL (Spanish)

Response (1st offer): YES (Accept)

Response (1st offer): YES (Accept) (Spanish)

Response (1st offer): NO (Decline) - Same offer script but offering a different date/time.

Response (2nd offer): YES (Accept)

Response (2nd offer): YES (Accept) (Spanish)

Response (2nd offer): NO (Decline)

Response (2nd offer): NO (Decline) (Spanish)

If no response from initial outreach

If no response from initial outreach (Spanish)

nephrology Kidney Non Compliant

In Office

In Office (Spanish)

Virtual

Virtual (Spanish)

In Office (Lab Work Required)

In Office (Lab Work Required) (Spanish)

Virtual (Lab Work Required)

Virtual (Lab Work Required) (Spanish)

FOLLOW PROCESS BELOW FOR OUT OF STATE PATIENTS ONLY

Initial Outreach

Initial Outreach (Spanish)

Text 1

Text 1 (Spanish)

Text 1 - (Response: YES)

Text 1 - (Response: YES) (Spanish)

Response - Outside Facility

Response - Outside Facility (Spanish)

Text 2 - (Text 1 Response: NO)

Text 2 - (Text 1 Response: NO) (Spanish)

Response: (NO)

Response: (NO) (Spanish)

event_note Appt Notes

Call 34674 to remove hold

**CN correcting error**

*SMS sent re appt cancelation*

*SMS sent re appt time change*

*SMS sent re change to virtual*

*SMS sent re location change*

*SMS sent re provider change*

MAT/Cotiviti

construction Utilities

NOB/ROB Calculator

settings Settings

Enable button previews on hover.

info About

Outbound Clipboard Manager Created by Joshua Reeve and maintained by Care Navigation Outbound Team.
verified Last updated: 2/13/26
See what's changed

Notes:

phone Phone Number Reference

Dot Phrase Reference Tab

Custom Buttons

Tags:

Initiatives:

physical_therapy PT Wait List

Offer Builder:

mail Email

contact_mail Contacts:

docs Email Templates:

chat SMS

ink_eraser Bump Text SMS Messages:

video_chat Virtual Visit Change Texts:

coronavirus COVID InPatient Texts

medication RX Texts:

Web Scheduled Visit Texts

Misc Texts and Responses:

physical_therapy PT Wait List

inpatient Inpatient Follow Up

nephrology Kidney Non Compliant

event_note Appt Notes

construction Utilities

NOB/ROB Calculator

settings Settings

info About