Messaging templates allow users to send messages faster and also help streamline the communications sent by practices.
How to create a Template
Here is a step by step guide on how to create a new template:
Click on New Message found on the left-hand side menu
Click Manage Templates
Click + New Template
On this page you will be able to create a messaging templates including:
Click on Template Category and select the most appropriate category from the drop down menu
Click on Title and type in your desired title for your template
Click on Shared With and select who you want to share it to from the drop down menu (We recommend sharing at a Practice level and making it available in either Connect/Toolbar or both)
If a questionnaire is required from the patient, toggle Patient Questionnaire and select the relevant questionnaire from the drop down menu.
Click on Additional SNOMED (if needed) and type in the information for SNOMED, SNOMED (Term) and Comment (Optional).
Click on Message Content and type your message to the patient, as you type the number of characters and credits used for the message will be displayed. If you type over 160 characters the AI feature will activate helping to streamline your message and remove excess wording
At the bottom of the page, click Save
How do I edit or delete a Template?
If you wish to delete or edit a Template you have created, please do the following steps:
Find the Template you wish to change from the main list and refer to the icons on the far right:
Click the Pen icon to edit it
Click the Trash icon to delete it
FAQs
Can you view other people's Toolbar templates?
You are not able to view other users My Templates (these are templates that are created on their toolbar).
If you have any questions or you feel that this article could be improved, please feel free to give us some feedback by emailing help@iplato.com.