Create and Manage Message Templates

Module: Admin App

Message Templates help standardize communication and save time by using predefined formats. This article guides you through creating and managing message templates efficiently.

How to Add a New Message Template

1. Navigate to Configuration > Messages > Templates.

2. Click the Add Template button.

3. Specify the following details:

• Name: Enter a name for your template.
• Location: Select the practice location.
• Body Message: Create the message you want to send to the patient.

Tip: You can also drag or click to use dynamic fields such as First Name, Last Name, Practice Name, Location, and Contact Number in your message.

4. Once all fields are specified, click Create to save the template for future use.

Note: The preview of the message is displayed in the preview pane.

How to Update an Existing Message Template

Here are the step-by-step instructions to update:

1.  Navigate to the Message Templates Screen.

2. Locate the template to be updated from the listing table. Click Configure. 

3. Make the required changes and click Update to save the changes or Cancel to discard the changes.

How to Remove a Message Template in the Admin App

1. Navigate to the Message Templates Screen.

2. Locate the template to be deleted from the listing table. 

3. Click Delete to permanently remove the template from the system.

Module: Agent App

How to Add a New Template in the Agent App

1. Navigate to the Profile icon and select Settings.

2. In the General Settings section, select Message Templates.

How to Add a New Template in the Agent App

1. Click the Add Template button in the top-right corner of the screen.

2. Provide the following details in the window that appears:

• Name: Enter a name for your template.
• Body Message: Create the message you want to send to the patient.

3. Click Create.

How to Edit an Existing Template in the Agent App

1. From the Message Templates screen, click the Configure button next to the template you want to configure or edit. 

2. Make the required changes and click Update to save them.

Note: As an agent, you can only configure the templates that you have created.

How to Delete an Existing Template in the Agent App

1. From the Message Templates screen, click the Delete button next to the template you want to delete.

2. When the confirmation dialog box appears, click Delete to confirm.

Your message templates are now ready! Start creating and managing messages efficiently. 

Support

Need further help? Contact [e-mail] or call [phone].