Engagement [Modento] 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

Create new Templates


Previewing and Customizing Templates:

Step by Step Instructions:

  1. Access Settings

  2. Go to the Templates tab

  3. Access Formatted Emails or Direct Messages

  4. Select the Down Arrow to view the existing templates

  5. Select the Eye Icon to preview

  6. Click Copy to Custom in the template preview to create copy and update the template

  7. Or select the Copy Icon from the Down Arrow menu to create a copy and customize

  8. Click into the text box to adjust content and add placeholders by selecting the Insert Placeholders drop down menu

  9. Click Save when custom template is complete


Create New Templates:

Step by Step Instructions:

To create a template from scratch follow these steps:

  1. Above the Custom list, select Create New

  2. Select Category and fill out the content fields

  3. Here you can add placeholders by selecting the Insert Placeholders drop down menu

  4. Click Create

  5. 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


For more information about Adding Placeholders, refer to the following article:

Did this answer your question?