Summary
Every Email and SMS template stored within Patient Communicator is found by going to Settings>Message Settings>Email & SMS Templates.
You may make permanent changes to templates or create new templates from this location.
Remember that some file folders contain templates for specific notifications such as Confirmations, Reminders, Post Op, etc. Creating a new template to use in a notification must be done in the file folder for that notification.
Some templates are only found in Communication Center and are sorted into file folders by general subject for ease of access.
These include Direct, Promotions, Seasonal Greetings, etc.
View Templates
Click Select to view file folder where the templates are stored. The folders are sorted by type.
Choose Message Type
Once a Message Type file is chosen, click --New-- to find an existing template or create a new template within that Message Type file. Select a template to load for editing.
Edit Template
Email Editing
When making a permanent edit to an existing template, Patient Communicator recommends creating a duplicate of the template allowing the original to be kept for future use.
After clicking Duplicate, you will see the word Copy in the Template Name.
Duplicated Email Template
Rename your template and enter an appropriate Email Subject.
Patient Communicator uses keywords within your templates. Keywords are recognized by the % before and after the keyword. When used, the keyword will be automatically filled when the message is sent. You may insert keywords from the editor found on the screen.
Email Keywords and Document Editor
It is possible to edit the text content of any email message. Wording within the graphic content cannot be changed. Edits in the text content are made like any word processor with the assistance of the editor in the screen above.
SMS Editing
When making a permanent edit to an existing template, Patient Communicator recommends creating a Duplicate of the template allowing the original to be kept for future use.
After clicking Duplicate, you will see the word Copy in the Template Name.
Duplicated SMS Template
Rename your template in the Template Name field.
Patient Communicator uses Keywords within your templates. Keywords are recognized by the % before and after the keyword. When used, the keyword will be automatically filled when the message is sent. You may insert keywords from the editor found on the screen. Just click Insert Template Keyword.
Template Keywords
It is possible to edit the text content of any Sms message.
Note: All outbound Sms messages are limited to 160 character (includes spaces and punctuation).
There is a character counter at the bottom left of the window showing the current character count of your message.
This is approximate as the auto-fill creates an unknown amount of characters. If your message is close to 160 characters, send a test Sms to your cell phone. Just enter your cell phone number in the Test SMS Address field and click Test SMS. If your test message is delivered in full, you may save the message and use the template.
Any template used within a notification may be edited and tested directly within the Edit Template screen within the notification.
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