Creating and Managing Templates

Creating, sharing, and using templates within Automated Care Messaging

Kristi Aruja avatar
Written by Kristi Aruja
Updated over a week ago

A template is a file that serves as a starting point for a new message. You can think of it as a pre-built message that was created to help you with your wording on a certain topic.

When you log into the application, the first screen you are presented with will include some templates to help you get started. They are intended to help you standardize content and messaging across your organization.

Using a Template

To make use of one of your Organization or Facility templates, simply click on the template name from the main menu, select the recipients, edit the messaging as needed, and send your message!

Creating a New Template

  1. Click on the Compose (+) button located on the bottom right-hand side of your screen.

  2. Be sure to include a Template Name, Subject, Message (with Variables if needed), and set the Template Scope.

  3. Once you’re happy with your message, click Save on the bottom right-hand corner of your screen.

Note: This setting will only appear if you are a Facility or Organization Administrator.

Pro Tip: When copy-pasting from a Word document or PDF, we recommend you use the "Paste as plain-text" function (sometimes called "Paste and Match Style") by right-clicking in the message box in the Cliniconex ACM application. It will remove unnecessary formatting and linebreaks that can result in improper formatting and unwanted pauses when converted to a Voice call.

Template Scope

The Template Scope settings allow you to determine which users in your organization will have access to created templates. Organizational templates will be seen by all users, and Facility templates will only be seen by users assigned to their given facility.

Note: This setting will only appear if you are a Facility or Organization Administrator.

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