Creating message templates
How to send messages faster with fewer clicks
Updated over a week ago

You can create and use message templates to automate and standardize your communications. You can use message templates for internal messages, patient portal 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.

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:


1. From the main menu, click Settings > Templates. The Template Settings window appears.

2. Click Message. A list of current message templates appears.

💡 Tips:

  • 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.

3. To add a new template, click Add Template.

The New Message Template window appears.

4. Enter your message template details using the following table as reference.



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.

Message Title

Enter a title for your message.

Message Body

Enter the message body.

Insert Variable

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:

  • bold

  • italicize

  • strikethrough

  • font color

  • bullet-style list

  • numbered list

  • insert table

  • outdent text

  • indent text

  • left-align text

  • center-align text

  • right-align text

  • justify-align text

Set Quick Action

Optional. Enable to show this template in the Quick Message list while viewing an incoming fax or document.

1. Under Enable, click Yes.

2. Give your quick action a descriptive name.

3. Select a default recipient from the list.

📌 Note: You can add your primary assistant under your profile. Refer to Modifying your user preferences.

💡 Tips:

  • If you want to send the message to the recipient with a single click, select Skip message dialog. If selected, when you use a quick action, the message is sent to the recipient without having to click Submit.

  • After you use a Quick Action message template, you can disable the Alert window by selecting the Do not show this dialog again option.

5. Click Save. The message template is created and appears at the bottom of the list.

💡 Tip: Customize the order of the templates by dragging and dropping them in the list.

Updated May 10, 2023

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