Message Templates

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 message template 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.

You always navigate to the Messages window to create, duplicate, edit or delete a message template.

Navigate to Message Templates Navigate to Messages. The Messages window also known as the Message Center opens. Tip: For faster navigation, click Messages under the Navigation pane Shortcuts menu or press Shift+F12 on the keyboard. Click Message Templates under the Manage menu options. The Message Templates list displays.
New Message Template Navigate to Message Templates then click + New Template. The New Template details display. Enter the information. Template Name: For internal reference and only displays in the Message Templates list. Subject: The email subject that displays when the message is sent. Message Body: The message details. When finished, click Create Template. The new template displays in the Message Templates list. To see how the message appears to recipients, click Preview. Then, click X to close the window and return to the New Template details.
Copy Message Template Navigate to Message Templates then click the copy icon on the right side of the template name. The New Template details display. Make the necessary changes to the information. Template Name: "Copy of" is added to the beginning of the name. Edit the name as needed. Subject and Message Body: Edit the subject and message details as needed. When finished, click Clone Template. The new template displays in the Message Templates list. To see how the message appears to recipients, click Preview. Then, click X to close the window and return to the New Template details.
Edit Message Template Navigate to Message Templates then click the edit icon on the right side of the template name. The Edit Template details display. Make the necessary changes. When finished, click Update Template. The updated template displays in the Message Templates list. To see how the message appears to recipients, click Preview. Then, click X to close the window and return to the Edit Template details.
Delete Message Template Navigate to Message Templates then click the edit icon on the right side of the template name. The Edit Template details display. Click Delete Template. The Delete Template confirmation pop-up appears. Click Delete Template again to confirm the deletion which cannot be undone. The template is deleted from the Message Templates list.