Templates: Difference between revisions

Templates (view source)

Revision as of 11:43, 31 August 2022

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Charlie Garner

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 ==Email Templates - How to setup Email templates?==
-) Go to Settings - Communication Setup -  [[SMS Templates|Email Templates]]
+) Go to Settings - Communication Setup -  Email Templates
 [[File:Email Templates.png]]
@@ Line 129: / Line 129: @@
 ==Letter Templates - How to setup letter templates?==
-) Go to Settings - Communication Setup -  [[SMS Templates]]
+) Go to Settings - Communication Setup -  [[Letter Templates]]
 [[File:Letter Templates .png]]
-) To add a new template click the add new template button at the bottom left of the window.
+) To add a new template click the add new template button at the bottom right of the window.
 [[File:Letter Templates 2.png]]
-) Adding New SMS Template window will pop up, inside this window you have:
+) Then choose an existing template to base your new template around (Pearl has a default template called PracticeTemplate.dot)
-*Template Name: This will be the name the template is known by on the SMS Template Setup window
+) Give your template a new name
-*0/160: You have 160 characters to type you SMS, if you go over that then it will send the message over two SMS messages (2 credits will be used), there fore be charged double the rate for each message you send.
+) Microsoft word will then open (if it doesn't immediately pop up, check the windows taskbar)
-*Merge Fields: You can input patient details / practice details without typing those details into every SMS sent.
+) You can edit anything on this page to suit your liking
-[[File:How to setup sms templates? 02.png]]
+* Add new merge fields in by clicking insert merge field drop down in the taskbar at the top
-) To add a merge field in, click on the relevant field from the list (or search) provided, click the top right where it says ‘Insert Field’
+[[File:Letter Templates 1.png|972x972px]]
-) You can see the message that the patient is going to receive by clicking on preview (The letter count is now accurate to what will be sent)
+) You can see the Letter that the patient is going to receive by clicking on preview results at the top
-) Once finished, click the save icon
+) Once finished, click file and save as. Close Word, when you are back in pearl you will notice your new template is saved into the list.
-[[File:Save Icon .png]]
+==Letter Templates - How to change my default templates?==
-==SMS Templates - How to change my default templates?==
+) Go to Settings - Communication Setup -  Letter Templates
-) Go to Settings - Communication Setup -  SMS Templates
+[[File:Letter Templates .png]]
-[[File:SMS Templates 1.png]]
 ) Click the View Default Templates button
-[[File:SMS Templates 2.png]]
+[[File:Letter Templates 3.png|669x669px]]
 ) The drop down menus show the default template that is set at the moment. Click the dropdown and pick from another template. Click save and close to confirm this change.
-[[File:SMS templates 3.png]]
+[[File:Letter Templates 4.png]]
-==SMS Templates - How to edit an existing template?==
+==Letter Templates - How to edit an existing template?==
-) Go to Settings - Communication Setup -  SMS Templates
+) Go to Settings - Communication Setup -  Letter Templates
-[[File:SMS Templates 1.png]]
+[[File:Letter Templates .png]]
 ) Click the edit icon
-[[File:SMS Templates 4.png]]
+[[File:Letter Templates 5.png|644x644px]]
+) Microsoft word will then open (if it doesn't immediately pop up, check the windows taskbar)
+) You can edit anything on this page to suit your liking
+* Add new merge fields in by clicking insert merge field drop down in the taskbar at the top
+[[File:Letter Templates 1.png|972x972px]]
-) You can edit any pre-existing text that is in the template on this screen. You can also add merge fields in from the right hand side, and change the template name at the top.
+) You can see the Letter that the patient is going to receive by clicking on preview results at the top
+) Once finished, click file and save. (don't click save as)  then it will save the changes you have made to Pearl.
-[[File:SMS Templates 5.png]]
-) Once you are finished, click the save icon
-[[File:SaveIcon.png]]
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