How to Edit an Email/Document Template

An Email/Document template can be edited by following the below steps: 

Go to the 'Communication' section > 'Email/Document Templates' > Select The Template you would like to edit > Select Pencil to edit. See below:

You will then have the option to edit the template name, the email subject and the content that you would like to appear on the email/document.

The icons that are located at the top of the text area will allow you to amend the text of the email/document, add in images, update the alignment, add in hyperlinks and add any tables if required. See below:

Patient tags can also be added, by selecting the + Add Tag highlighted below:

Once selected, you will get the dropdown as shown below:

Tags can then be selected and added to the template.

Please Note: If your template will be used for recalls it is very useful to tick the checkbox to mark the template as a recall template as this will allow you to report on how successful the recall template is.

Finally, once you are happy with your email simply select 'save' and this will update your email/document template.