Add Templates for Email/SMS/Notes
PrintSummary:
This Walkthrough will show how to Add Templates for Email/SMS/Notes.
Add Template:
- Navigate to Settings > Templates.
- Filter between Email/SMS/Notes to allow to View and Add for those Sections.
- Select Add New.
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- Add Name and Subcategory (if applicable). Then format the Template and Select Save.
- If you'd like to learn how to add a Subcategory, follow Creating Subcategories for Notes Templates
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Note: Adding Email Template will have Additional Section to Add Subject Line.
Note: Adding Email Template will also have options to add information that will pull from the Database.
Note: This Template will now be seen when:
- Selecting Add Clinical Terms
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- Clicking on Templates Dropdown.
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- If a subcategory is added, it will show up under that subcategory in the templates dropdown.
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