How to Create an Email/Document Template

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

Go to the 'Communication' section > 'Email/Document Templates' > Select + to create a new template. See Below:

You will then have the option to add in a template name, an 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 copying and pasting the tags that are located directly below the text area. These tags will make the email/document unique to the patient that is receiving it.  See below:

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 create your email/document template.