Articles on: Notes

How do I set up an email template for notes?

If you regularly send copies of notes out via email, you can quickly and easily set up Note Email templates to save yourself time.

To do this:

Open an existing note by going to the Notes tab of the Patient Summary and clicking on it

Select the email icon at the bottom right of the page:

Then click Manage Email Templates For Notes alongside the Select Templates dropdown:

Select + Add Template

Enter your template details. Format your template using the tools and variables available in the toolbar above

Read How to use the HTML Text Editor for more information on how to do this

Press the green Save Template button when you're happy

You'll then see the template listed on the Email Note Templates page, with options to Preview, Edit or Delete the template. Clicking Back to Message will return you to the email screen

When emailing notes, you'll then be able to use any of your saved templates by selecting one from the dropdown:

Email templates in WriteUpp have a limit of around 8,000 characters.

Top Tips:
If you have information on your practice on a webpage (like directions or pricing information) that you want adding to your email templates, then adding a link out to these pages can be a really easy way of limiting the amount of text you have to add to email templates.
If you are copying and pasting text from elsewhere, either from within WriteUpp or from a webpage/word document, you might pick up some stray HTML formatting, which will increase the number of characters used. To avoid this, you should either:
Paste the text into the notepad on your computer first then copy and paste the plain text into WriteUpp. You can then use the tools in WriteUpp to format your templates.
Compose your templates manually by typing text and entering variables directly into WriteUpp

Updated on: 02/02/2023

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