Halaxy works best when it does your work for you, saving you time otherwise spent on admin and paperwork. Communication templates automate the creation and personalisation of emails, SMS messages, faxes (if available) and admin notes for your practice, instead of starting from scratch every time.
By creating and reusing templates, you can optimise your practice and get more time for patient care.
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Click Settings > General.
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Under the Template Settings section, next to Communication templates, click the
pencil icon.
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In the top right, click Create Template, then select one of the options:
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Admin note: Create an admin note template.
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Email: Create an email template.
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SMS: Create an SMS message template.
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Fax: Create a fax cover sheet.
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In the template editor:
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Enter a title and description for your template.
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Set the Status to Active in order to make the template available for use.
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Email only: Add a subject line. This is used every time this communication template is used.
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Admin Note only: Select the channel and category for the usage of this template.
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In the editor, enter the content of your message template. Use dynamic terms to automatically personalise the template with relevant information. For email and fax, you can format the text, and insert images and hyperlinks.
Example of dynamic terms in an email template to automatically personalise email content
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(Optional) Email and Admin Notes: Click Add File to attach a file to your template. This file is automatically sent as an email attachment whenever you use this communication template.
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Click Save.
When you archive a template, it is inactive and cannot be selected when sending emails but is not deleted. An archived template can also be unarchived for use again.
Whenever you communicate with a patient, contact or organisation, select the template you want to use in the Template dropdown.
Communication templates can be used for:
Click the links in the list above to view applications of communication templates.
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