How do I create SMS templates for the Surgery?
SMS messages can be sent out through the User Console, through the Clinical System and via the Phonebar
Templates can be created for your surgery. Templates are best used when sending an SMS from the Patient Overview Window in your Clinical System Integration
You can also Edit or Delete existing templates through the Configuration Console
Step by step guide
New SMS Template
Navigate to the Configuration Console via the SSO
Choose Integrations from the menu on the left hand side menu
Click View under SMS Templates
To create a new SMS template select the + New SMS Template button
Give your SMS Template a title
You can insert fields into your message, so you can address the recipient by name and add a surgery signature
Type the wording of your SMS into the Template box
The Preview box will show you the layout of your template, together with your populated auto prompts
There are NHS conditions which can be added to your templates
To add these to a template choose the condition from the drop down (alphabetically listed) and click Add condition
Once added a NHS information link will be included in your message
When you are happy with your SMS Template, click Save
You will see the green success notification at the top of you screen
For more information on SMS, see our Collection of Help Centre Guides here










