Click Settings > General.
In the Clinical Settings section, click the pencil icon next to Communication Templates.
Click Add Email or Add SMS depending on the means of communication you wish to use.
Set the title and description (and the subject line if creating an email template) and then set the status to Active in order to make the template available for use.
Enter the content of your template in the Content for form handler section. If creating an email template, you can format the text as well as insert images, tables and hyperlinks. You can also include dynamic terms which will populate once the final email or SMS is generated.
(Optional) Click Add File to attach a file. This file will automatically be sent as an email attachment whenever you use the communication template.
Click Submit to save your template.
You can edit an existing communication template by clicking Settings > General, then clicking the pencil icon next to Communication templates under Clinical Settings and selecting the template from the list.
Once in the Edit screen you can delete an unwanted template by clicking the red Delete button in the top right-hand corner of the page.
You can also archive a template that you may no longer be using but do not wish to delete.
Once you have archived or edited your template click Submit to save your changes.
If you are sending a patient intake form, your communication template will need to include the Online Form Link dynamic term. This is the link that patients need to click in order to complete their intake form securely online.
When creating the communication template, click the Dynamic Terms box and select Online Form Link from the drop-down menu.
Click Submit to save your changes.