Articles on: Patient Communication

How do I edit or delete a template for a Direct Message?

Templates for Direct Messages are managed from the Direct Message modal. To edit or delete an existing template:

Head to Create -> Message:



Go to the Direct Message tab. Click on the Send Direct Message button:



Select a recipient from the available list:



Select Manage:



Select the template you would like to change (or delete) from the list:



Make changes to the template - edit the title, content and/or variables, as required. Then, click Save:



Or to delete the template, choose Delete and then 'Are you sure?' to confirm:

Updated on: 17/03/2025

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