๐ŸŽž๏ธ View video tutorial: Creating message templates

You can create and use message templates to automate and standardize your communication. Message templates can be be used for both internal messages and patient portal messages. For example, sending a patient follow-up appointment reminder to an MOA.

โš  Important: Only users with template permissions can create message templates. However, anyone can use message templates.

Steps

1. From the main menu, click Settings > Templates.

The Template Settings window displays.

2. To start creating message templates, click Message. A list of current message templates is shown.

๐Ÿ’ก Tip: To delete an existing message template, click the x to the right of a template name.

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

The New Message Template window appears.

4. Input your message template details as follows:

Field

Description

Template Name

Input a descriptive 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

Input a title for your message.

Message Body

Input the desired message details.

Insert Variable

Click to add instant variables to your message. To learn more, see Creating 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) 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.
๐Ÿ“Œ Note: Your primary assistant can be added under your Profile. See Modifying your user preferences.

๐Ÿ’ก Tips:

  • If you want to send the message to the recipient with a single click, select Skip message dialog. With this option selected, when you use a quick action the message is sent to the recipient without having to additionally 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. Once you've input the message template details, click Save. The message template is created and shown in the list.

Updated March 22, 2022

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