Modento Templates will provide you with customizable Quick Load messages to deliver to patients as emails or direct messages. These will autofill with patient information and allow you to relay important information without the hassle of copying & pasting. Here is a short video going through the process to send Templates:

Sending Templates in Bulk from the Patients List

Sending Templates Individually from the Patients List

Sending Templates Individually from the Patient Chat


Sending Templates in Bulk from the Patients List

Step by Step Instructions:

  1. Go to the Patients tab

  2. Access list and select Check Boxes for all or some patients

  3. Click the Bulk Actions drop down list

  4. Select either Send Direct Message (SMS or Mobile App chat) or Send Formatted Email

  5. For Direct Messages, click the Load a Quick Message button

  6. Choose your Template

  7. Select Preferred Delivery Method (Email or Text)

  8. Press Send

  9. For Formatted Email, select the Templates drop down menu

  10. Hover over Category to select Template

  11. Press Send


Sending Templates Individually from the Patients List

Step by Step Instructions:

  1. Go to the Patients tab

  2. Click into the Three Dot Menu next to the patient initials

  3. Select Communication

  4. Select either Send Direct Message (SMS or Mobile App chat) or Send Formatted Email

  5. For Direct Messages, click the Load Quick Message button

  6. Select Template

  7. Select Preferred Delivery Method (Email or Text)

  8. Press Send

  9. For Formatted Email, select the Templates drop down menu

  10. Hover over Category to select Template

  11. Press Send


Sending Templates Individually from the Patient Chat

Step by Step Instructions:

  1. Go to the Patient Chat tab

  2. Click into the open chat

  3. Select Delivery Method Preference in the bottom left hand corner

  4. Select the Load a Quick Message button

  5. Select Template

  6. Press Send


For more information on adding and customizing Templates, refer to our Modento - Templates article:

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