Engagement Templates 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.
In this article, you'll learn about:
Watch this short video to learn more about how to send templates in Engagement:
Sending Templates in Bulk from the Patient Finder List
Click on the Patients dropdown in the Engagement left side menu, then choose Patient Finder
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 an Email Campaign
For Direct Messages, click the Load a Quick Message button
Choose your Template
Select Preferred Delivery Method (Email or Text)
Press Send
Sending Templates Individually from the Patient Finder List
Click on the Patients dropdown in the Engagement left side menu, then choose Patient Finder
Click into the 3-dot menu next to the patient initials
Select Communication
Select either Send Direct Message (SMS or Mobile App chat) or Send an Email Campaign
For Direct Messages, click the Load Quick Message button
Select Template
Select Preferred Delivery Method (Email or Text)
Press Send
Sending Templates Individually from Patient Chat
Click on the Patients dropdown in the Engagement left side menu, then choose Patient Chat
Click on the patient message to open the chat window
Click on the + Quick Message button and then select a template
Add any desired placeholders, images, or emojis
Choose to send the message via text or email, then click Send
