How do I add a template for a Direct Message?

Adding a template for Direct Messages is a great way to save yourself time, if you repeatedly send the same kind of messages! This might be particularly useful when sending a Smart Form to patients for completion.

To add a DM template:

1. Go to Create -> Message:

2. Select the Direct Message tab and click on the Send Direct Message button:

3. Select a recipient from the available list:

4. Once the message screen has opened, select Manage: 

5. Select New Template:

6. Specify the name and body of the template

7. To insert variables into your message, select VAR and choose them from the dropdown list:

8. Once you are happy with the content, click Save:

9. 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 added:

Updated on: 18/03/2025