How do I add a template for a Direct Message?
Adding a template for a direct message is a great way to save yourself time, if you repeatedly send the same kind of message. This might be particularly useful when sending a smart form to a patient for completion.
To add a template:
Create -> Message
Click on Send Direct Message and select a recipient from the available list
Once the message screen has opened, select Manage:
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Select New Template
Specify the name and body of the template
To insert variables into your message, select VAR and choose them from the dropdown list:
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Once you are happy with the content, click Save:
You will see a green Template Created banner and be taken back to the list of available templates, where you will see your new template in the list:
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To add a template:
Create -> Message
Click on Send Direct Message and select a recipient from the available list
Once the message screen has opened, select Manage:

Select New Template
Specify the name and body of the template
To insert variables into your message, select VAR and choose them from the dropdown list:
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Once you are happy with the content, click Save:
You will see a green Template Created banner and be taken back to the list of available templates, where you will see your new template in the list:
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Updated on: 20/06/2022
Thank you!