Summary:


This Walkthrough will show how to Add Templates for Email/SMS/Notes.



Add Template:


  •  Navigate to Settings > Templates.
  •  Filter between Email/SMS/Notes to allow to View and Add for those Sections.
  •  Select Add New.




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.