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Edit or Delete Message Template

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Updated: 12/22/2023 | Views: 2961

Message Templates allow you to save time by creating, storing, and reusing messages that you send on a regular basis. Once created, you can send a template message to a patient group right away or schedule delivery for a future date and time. Set up and store as many email templates as you require -- from a thank you email to targeted marketing communications, every message is addressed from you and delivered to each recipient's individual inbox. If necessary, edit or delete the template when the message is no longer applicable for the practice.

Access Message Center

  1. Click the envelope icon. The messaging summary window opens.
  2. Click See All Messages. The Message Center opens.
 Platform_Messages_Access.png

Access Message Template

  1. Click Message Templates on the left menu. A list of current Message Templates opens.
  2. Click Edit to update or delete the template. The Edit Message Template page opens.
 Platform_MessageTemplate_Edit.png

Edit Message Template

  1. Make applicable changes to the message template:
    • To change the Template Name, enter or edit the new internal only name.
    • To change the Subject Line, enter or edit the new subject line.
    • To change the message, enter or edit the Body.
  2. Click Save when finished. A green confirmation message displays and the updated template displays in the Message Templates list.
 Platform_MessageTemplate_EditMessage.png

Delete Message Template

  1. Click Delete Template. The Delete Message Template confirmation window opens.
  2. Click Confirm. A green confirmation message displays and the template is deleted from the Message Templates list.
 Platform_MessageTemplate_Delete.png
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