🎞️ View video tutorial: Creating message templates
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 (see 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.
⚠️ Important: Only users with the Templates : Messages permission can create or edit message templates. However, anyone can use them.
Once you create message templates, all users can use them for messages and quick messages. For more information, see:
1. From the main menu, click Settings > Templates. The Template Settings window displays.
2. Click Message. A list of current message templates appears.
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.
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.
Enter a title for your message.
Enter the message body.
Click to format your text. The options are:
Set Quick Action
(optional) Click to assign a default recipient for the message.
a. Under Enable, select Yes.
b. Give your quick action a descriptive name.
c. Select a default recipient from the list.
📌 Note: You can add your primary assistant under your profile. See Modifying your user preferences.
5. Click Save. The message template is created and appears at the bottom of the list.
💡 Tip: You can customize the order of the templates by dragging and dropping them to the desired position in the list.
Updated January 17, 2023