Blast Configuration - Manage Templates

Location: Admin

This function lets you manage templates for common messages that you want to send. Using templates are optional but can save you time.

Add Template

1.Click MENU > Admin > Blast Configuration.

2.Click Templates tab.

3.Click New.

4.Select the type of template to create (Email, Patient Portal, Telephone, or Text).

5.Template Name - Enter a descriptive name for your template.

6.Subject - Enter a Subject.

7.Message - Enter your message text. Use the available variables to personalize the message.

•Email Templates - To format the message text, use the text editing tools.

•Phone Templates - To hear a preview of the message, enter a phone number then click PREVIEW.

•Text Templates - To see a preview of the message, click PREVIEW TEXT, then click OK.

8.Click Save.

Variables

[fullname] - The patient's first and last name (not available on text templates)

[firstname] - The patient's first name

[lastname] - The patient's last name (not available on text templates)

[practicename] - The name of the practice

[practicephone] - The practice telephone number

Text Editing Tools

Change a Template

1.Select the template to change.

2.Make the changes.

3.Click Save.

Inactivate Template

1.Select the template to inactivate.

2.Uncheck Active.

3.Click Save.