Formatted Emails in Engagement [Modento] 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:
Access Settings
Go to the Templates tab
Access Formatted Emails
Select the Down Arrow to view the existing templates
Select the Eye icon to preview
Click Copy to Custom in the template preview to create a copy and update the template
Or select the Copy icon from the Down Arrow menu to create a copy and customize
Adjust formatting with the Menu Bar in the content field, add Images, and Placeholders. For more information about Placeholders, click here
Click Save when custom template is complete
Create New Formatted Emails:
Step by Step Instructions:
To create a template from scratch follow these steps:
Above the Custom list, select Create New
Select Category
Add a Title for the email template (only visible to your staff)
Enter in a Subject for the Subject Line of the email
Click Create
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: