How to Edit an SMS Template

SMS templates can be edited by following the below steps:

Go to the 'Communication' section > 'SMS Templates' > Select template > select pencil to edit. See below:

From within, you will then be able to update the template name and the information within the text message.

Patient tags are also located to the left of the text area. To add the tag to the template simply drag the tag into the template. These tags will make the communication unique to the patient that is receiving the template.  See the below example:

Please Note: If your template will be a recall template, selecting the checkbox to mark the template as a recall template is very useful as it will allow you to report on how successful your recall templates are. 

Once you are happy with your template, simply select 'Save' and this will add your SMS template.

For Email/Document Templates

Go to the 'Communication' section > 'Email/Document Templates' > Select + to create a new template > add in the required information. Similar to the SMS templates you can also copy and paste any tags to make the communication unique to the individual who is receiving it.