Engagement Templates allow you to create quick load messages to send in bulk or to individual patients. Watch this video to learn more about the Templates feature:
Previewing and Customizing Templates
Access Settings by clicking on the gear icon in the upper right hand corner
Go to the Templates tab
Access Direct Messages
Select the Down Arrow to view the existing templates
Select the Eye Icon to preview what it says
Click Copy to Custom in the template preview to create copy and update the template
Click into the text box to adjust content and add placeholders by selecting the Insert Placeholders drop down menu
Click Save when custom template is complete
Create New Templates
To create a template from scratch follow these steps:
Above the Custom list, select Create New
Select Category to determine which category the message will be stored in.
Here you can add placeholders by selecting the Insert Placeholders drop down menu
Click Create
Once you have created this template, it will appear in your Custom column. You can Edit or Archive these by selecting the Three Dot Menu
Now that you've customized and created Direct Message Templates, it's time to put them to use! Click here to learn how to send direct messages to your patients.