The Template feature allows practices to save the details of a broadcast message for future use.
Thirty templates may be created per “What are you sending?” type.
Creating a Template
Navigate to Tools | Patient Communications
Click Broadcast Message
Select from “What are you sending?” drop-down list
Fill out preferred delivery methods and delivery content
Click Save to open “Save Template” window
Type name of template
Click Save
Selecting and Using the Template
Navigate to Tools | Patient Communications
Click Broadcast Message
Select from “What are you sending?” drop-down list
Choose template from “Templates” drop-down options
Modify, if necessary, then click Send
