Templates: Difference between revisions

Templates (view source)

1,205 bytes added , 14:31, 30 August 2022

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-=SMS Templates=
+= SMS Templates =
 == SMS Templates - How to setup SMS templates? ==
 ) Go to Settings - Communication Setup -  [[SMS Templates]]
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 == Email Templates - How to setup Email templates? ==
+) Go to Settings - Communication Setup -  [[SMS Templates|Email Templates]]
+[[File:Email Templates.png]]
+) Click the + icon in the bottom right corner of the SMS Template Setup screen
+[[File:Email Templates 2.png]]
+) You can either create a brand new template or copy an existing template (click the drop down for more options as to which template)
+[[File:Email Templates 3.png]]
+) Adding New Email Template window will pop up, inside this window you have:
+* Template Name: This will be the name the template is known by on the SMS Template Setup window
+* Subject and Bcc: These work the same as sending an email and will appear in every email sent
+* Merge Fields: You can input patient details / practice details without typing those details into every Email sent.
+[[File:Email Templates 4.png|1147x1147px]]
+) To add a merge field in, click on the relevant field from the list (or search Merge Fields) provided, click the top right where it says ‘Insert Field’
+) you can attach files from the paperclip in the bottom left
+) You can see the message that the patient is going to receive by clicking on preview
+) Once finished, click the save icon
+[[File:Save Icon .png]]
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