This Walkthrough will show how to Add Templates for Email/SMS/Notes.
- Navigate to Settings > Templates.
- Filter between Email/SMS/Notes to allow to View and Add for those Sections.
- Select Add New.
- Add Name and Subcategory (if applicable). Then format the Template and Select Save.
- If you'd like to learn how to add a Subcategory, follow Creating Subcategories for Notes Templates
Note: Adding Email Template will have Additional Section to Add Subject Line.
Note: Adding Email Template will also have options to add information that will pull from the Database.
Note: This Template will now be seen when:
- Selecting Add Clinical Terms
- Clicking on Templates Dropdown.
- If a subcategory is added, it will show up under that subcategory in the templates dropdown.