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 of the page:

Then click on the Manage Email Templates For Notes link alongside the 'Select Template' dropdown:

Select + Add Template

Enter the template details. You can 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 are happy

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

When emailing a note, select any saved template from the dropdown to use it:

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 including a link out to these pages is 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, and 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: 09/11/2023

Was this article helpful?

Share your feedback


Thank you!