Once you've created message templates, you can easily use them in your messages. This provides a quick and consistent way of managing your communications.

Use message templates for:

  • New or continuing internal messages

  • Incoming faxes and documents

  • New or continuing patient portal messages

⚠️ Important: Only users with the Templates : Messages permission can create message templates. However, anyone can use them.

Steps

1. Create your new message using one of the following methods:

The Message window appears. It is the same regardless of which type of message you are sending.

2. In the top-right corner, click Template and select the desired template.

The template is applied to your message.

📌 Note: Once you select a template, the Title is automatically added to your message. This comes from the Message Title field of the template.

💡 Tip: For ongoing conversations, the Template icon is greyed out. The same process applies, however, the title will not be used.

3. Enter your message details (recipient, attachments, or mark the message as urgent) and then click Submit. Your message is sent to the recipient.

Updated June 22, 2022

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