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How do I create a Workflows message template?
How do I create a Workflows message template?
Written by Justin Whitener
Updated over a week ago

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

Under Workflows, select Manage Patient Workflows on 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 Workflows page.

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

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