Need to create a custom template to send to a group of patients? Follow the steps below to draft a custom message.

Under Rx Confer, select Manage Workflows in the upper right hand side of your dashboard.

From here, click Add New Standard Workflow Template at the bottom of the page.

You'll then be presented with a screen where you can create your custom message.

Note: Where $(first_name) is presented, it will auto-fill with the patient's first name. If any portion of the 'first name' code is removed, the patient's name will not auto-fill within the message.

Once complete, the message template will populate on your Rx Confer page.

Have more questions? Click the link below, or call us at 877-959-7550.

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