Add Templates for Email/SMS/Notes

Add Templates for Email/SMS/Notes

Summary:

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.

• 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

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

• Clicking on Templates Dropdown.

• If a subcategory is added, it will show up under that subcategory in the templates dropdown.