Halaxy works best when it does your work for you, saving you time otherwise spent on admin and paperwork. Our communication templates automate the creation and personalisation of emails, SMS messages and faxes sent from your practice, instead of starting from scratch every time.
By creating and reusing templates for your tasks, 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 Clinical Settings section, next to Communication templates, click the
edit icon.
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In the top right, click on one of the buttons:
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Add Email: Create an email template.
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Add SMS: Create an SMS message template.
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Add Fax: Create a fax cover sheet.
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In the template editor screen:
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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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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, tables, and hyperlinks.
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(Optional) Email only: 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 send an email or SMS, select the template you want to use in the Template dropdown.
Communication templates can be used when sending:
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Fax messages (as fax cover sheets)
Click the links in the list above to view applications of communication templates.
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