Engagement [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:
Go to the Patients tab
Access list and select Check Boxes for all or some patients
Click the Bulk Actions drop down list
Select either Send Direct Message (SMS or Mobile App chat) or Send Formatted Email
For Direct Messages, click the Load a Quick Message button
Choose your Template
Select Preferred Delivery Method (Email or Text)
Press Send
For Formatted Email, select the Templates drop down menu
Hover over Category to select Template
Press Send
Sending Templates Individually from the Patients List
Step by Step Instructions:
Go to the Patients tab
Click into the Three Dot Menu next to the patient initials
Select Communication
Select either Send Direct Message (SMS or Mobile App chat) or Send Formatted Email
For Direct Messages, click the Load Quick Message button
Select Template
Select Preferred Delivery Method (Email or Text)
Press Send
For Formatted Email, select the Templates drop down menu
Hover over Category to select Template
Press Send
Sending Templates Individually from the Patient Chat
Step by Step Instructions:
Go to the Patient Chat tab
Click into the open chat
Select Delivery Method Preference in the bottom left hand corner
Select the Load a Quick Message button
Select Template
Press Send
For more information on adding and customizing Templates, refer to our Engagement [Modento] - Template articles: