Manage Templates

Location: Admin

Templates enable you to more quickly compose emails and patient portal messages by pulling in pre-defined text.

You need Admin privileges to complete this function.

To add a Template:

1.Click MENU > Admin > Templates.

2.Click New.

3.Enter the Title.

4.Check Active.

5.Enter the information to include in this template. Use the text editing tools to format.

6.Click Save.

To change a Template:

1.Click MENU > Admin > Templates.

2.Click on the template to change.

3.Enter your changes. Use the text editing tools to format.

4.Click Save.

To inactivate a Template:

1.Click MENU > Admin > Templates.

2.Click on the template to inactivate.

3.Uncheck Active.

4.Click Save.

	Text Editing Tools
	Bold the selected text.
	Italicize the selected text.
	Strikethrough the selected text.
	Underline the selected text.
	Undo.
	Redo.