🎞️ View video tutorial: Creating message and quick message templates
You can create and use message templates to automate and standardize your communications. You can use message templates for internal messages, patient messages and to be automatically sent via a pathway post action (refer to Configuring transitions for your Pathways). For example, you can create a template for the common message of sending reminders to an MOA about a patient follow-up appointment.
If you have French enabled in your CHR, you can add templates in both French and English. Once configured, message templates appear in your current language across all areas of the CHR. Both internal and patient messages are sent in your selected language.
You can add patient data and other data variables to your message templates so that when you are using it, information from the patient’s chart, as well as clinic and provider details, can automatically pull into your message.
📌 Note: Only users with the Templates : Messages permission can create or edit message templates. However, anyone can use them.
After you create message templates, all users can use them for messages and quick messages. For more information, visit:
Steps
1. From the main menu, click Settings > Templates > Message. The list of current message templates appears.
💡 Tips:
To edit a message template, click on the template in the list.
To delete an existing message template, click the x to the right of its name.
To copy an existing message template, click the copy icon to the right of its name. The duplicate template appears at the bottom of the list with the word copy at the end of its name.
2. To add a new template, click Add Template.
The New message template window appears.
3. Enter your message template details using the following table as reference.
📌 Note: If French is enabled in your CHR, you can enter the name of the template and the message subject and body in both English and French.
Field | Description |
Template Name | Enter a descriptive name for your template. This name appears under Message Templates and in other areas within the CHR where you can use this template, such as the inbox. |
Subject | Enter a title for your message. |
Message | Enter the message body. |
Variables | Click to add instant and patient data variables to your message. For more information, go to Adding data variables and Adding instant variables. |
Formatting toolbar | Click to format your text. The options are:
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Enable quick message | Optional. Enable this option to show this template in the Quick Message list while viewing an incoming fax or document.
📌 Note: You can add your primary assistant under your profile. Refer to Modifying your user preferences.
💡 Tips:
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4. Click Save. The message template is created and appears in the list.
💡 Tip: You can customize the order of the templates by dragging and dropping them in the list.
Updated November 17, 2025