Email a template to a patient
Save a message as a template and send it from the patient's card with a couple of clicks.
Table of Contents
Create the template first under Setup, Templates, using Create Template. Then:
Open the patient and start a new communication from the Messages tab.
Click Templates and choose yours, in grid or list view.
Check the Subject and Message, and adjust them for this patient.
Click Send, or set Send on with a date and time for later.
The email appears in the patient's messages with the time it went out.
Up next
Next, read Manage marketing preferences.