Formatted Emails will allow you to send quick load emails to patients individually or in bulk. Here is a short video discussing how to create and customize Formatted Email Templates:


Previewing and Customizing Formatted Emails:

Step by Step Instructions:

  1. Access Settings

  2. Go to the Templates tab

  3. Access Formatted Emails

  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 a copy and update the template

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

  8. Adjust formatting with the Menu Bar in the content field, add Images, and Placeholders. For more information about Placeholders, click here

  9. Click Save when custom template is complete


Create New Formatted Emails:

Step by Step Instructions:

To create a template from scratch follow these steps:

  1. Above the Custom list, select Create New

  2. Select Category

  3. Add a Title for the email template (only visible to your staff)

  4. Enter in a Subject for the Subject Line of the email

  5. Click Create

  6. 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 Sending Templates, refer to the following article:

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