You can easily edit your existing message templates to better suit your evolving needs. For example, you can update the message body, add a default message recipient using Quick Action, etc.
Steps
1. From the main menu, click Settings > Templates.
The Template Settings window displays.
2. To view a list of existing message templates, click Message.
3. Click the desired message template to edit. The Edit Message Template window appears.
4. Edit or update the message template as follows:
Field | Description |
Template Name | Change or edit the name for your template. This name is shown under Message Templates and in other areas within CHR where you can use this template e.g. inbox. |
Message Title | Change or edit the title for your message. The title is shown in the inbox. |
Message Body | Change or update the message details. |
Insert Variable | Click to add instant and patient data variables to your message. To learn more, see Creating instant variables and Variables for use in message templates. |
Formatting toolbar | Click to format your text. The options are:
 |
Set Quick Action | (optional) Click to assign a default recipient for the message.  a. Enable the quick action. b. Give your quick action a descriptive name. c. Select a default recipient from the list.
💡 Tips:
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5. Once you've finished editing the message template, click Save.
For more information, see Using message templates
Created June 20, 2022