To send templates via email or SMS you will need to create these templates in your content library and follow the steps below to send to patients. 


Please note: 

  • selecting the 'Template' drop down is choosing from the Content Library. These available for use on both Emails and SMSs, however SMSs will be converted to plain text. 
  • selecting from the 'SMS Template' drop down is choosing from the SMS Templates menu. These are only available for use with SMSs. 


Follow the steps in this article to save templates into the Content Library. 


Follow the steps in this article to save and send SMS Templates. 



Send from Patient Record


Step 1. Select a Patient from the Patient list -> from the action bar select Send Message -> either SMS or Email -> select the template from the content library -> Send


EMAIL



SMS



Send from Messages tab


Step 2. Select a Patient from the Patient list -> select Messages -> click on the 3 dots next to the message you want to reply to (either email or SMS) and open the sidebar menu -> select Reply -> select the template from the content library -> Send


EMAIL


SMS



Send from Prescription


Step 3. Select a Patient from the Patient list -> select Consultations -> click on the 3 dots next to the prescription you want to send and open the sidebar menu -> select either Email or SMS Prescription -> select the template from the content library -> Send


EMAIL


SMS


Send from Invoice


Step 4. Select a Patient from the Patient list -> select Finances -> click on the 3 dots next to the Invoice you want to send and open the sidebar menu -> select either Email or SMS Prescription -> select the template from the content library -> Send


EMAIL


SMS