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Templates: Difference between revisions
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* Template Name: This will be the name the template is known by on the SMS Template Setup window | * Template Name: This will be the name the template is known by on the SMS Template Setup window | ||
* | * An SMS can contain 160 characters (including spaces), if you go over that then it will send the message over two SMS messages (2 credits will be used), therefore be charged double the rate for each message you send. | ||
* Merge Fields: You can | * Merge Fields: You can automatically insert patient details. | ||
[[File:How to setup sms templates? 02.png]] | [[File:How to setup sms templates? 02.png]] | ||
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4) 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’ | 4) 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’ | ||
5) You can see the message that the patient is going to receive by clicking on preview (The letter count is now accurate | 5) You can see the message that the patient is going to receive by clicking on preview (The letter count is now accurate for that patient’s details) | ||
6) Once finished, click the save icon | 6) Once finished, click the save icon | ||
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[[File:SMS Templates 1.png]] | [[File:SMS Templates 1.png]] | ||
2) Click the View Default Templates button | 2) Click the View Default Communication Templates button | ||
[[File:SMS Templates 2.png]] | [[File:SMS Templates 2.png]] | ||
3) The drop down menus show the default template that is set at the moment. Click the dropdown and pick | 3) The drop down menus show the default template that is set at the moment. Click the dropdown and pick another template, Click save and close to confirm this change. | ||
[[File:SMS templates 3.png]] | [[File:SMS templates 3.png]] | ||
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[[File:Email Templates.png]] | [[File:Email Templates.png]] | ||
2) Click the View Default Templates button | 2) Click the View Default Communication Templates button | ||
[[File:Email Templates 5.png]] | [[File:Email Templates 5.png]] | ||
3) The drop down menus show the default template that is set at the moment. Click the dropdown and pick | 3) The drop down menus show the default template that is set at the moment. Click the dropdown and pick another template. Click save and close to confirm this change. | ||
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[[File:Letter Templates .png]] | [[File:Letter Templates .png]] | ||
2) Click the View Default Templates button | 2) Click the View Default Communication Templates button | ||
[[File:Letter Templates 3.png|669x669px]] | [[File:Letter Templates 3.png|669x669px]] | ||
3) The drop down menus show the default template that is set at the moment. Click the dropdown and pick | 3) The drop down menus show the default template that is set at the moment. Click the dropdown and pick another template. Click save and close to confirm this change. | ||
[[File:Letter Templates 4.png]] | [[File:Letter Templates 4.png]] | ||
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[[File:Letter Templates 5.png|644x644px]] | [[File:Letter Templates 5.png|644x644px]] | ||
3) Microsoft | 3) Microsoft Word will then open (if it doesn't immediately pop up, check the windows taskbar) | ||
4) 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 | * Add new merge fields in by clicking insert merge field drop down in the taskbar at the top | ||