Articles on: Patient Communication

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:

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:

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:

Updated on: 20/06/2022

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