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SMS Templates

You can create standard SMS templates in the Configuration Console, for everyone to use when sending messages from the practice.

Updated over 7 months ago

How do I create/edit SMS templates for the Surgery?

SMS messages can be sent out through the User Console and through the Clinical System. Please our SMS guides.

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

Choose Integrations from the menu on the left hand side menu

Select the SMS Templates View

To add/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


Editing SMS Template

Navigate to the Configuration Console

Choose Integrations from the menu on the left hand side menu

Select the SMS Templates View

It will take you to the dashboard showing all of the SMS Templates that have been created for your Surgery

Find the template you would like to change and click on the Edit button

Make changes in the Template box, and preview those changes in the Preview box

When you are happy with your SMS Template, click Save

You will see the green success notification at the top of you screen


Deleting SMS Template

Navigate to the Configuration Console

Choose Integrations from the menu on the left hand side menu

Select the SMS Templates View

It will take you to the dashboard showing all of the SMS Templates that have been created for your Surgery

Find the template you would like to delete and click on the Delete button

You will be asked to Confirm the deletion

You will see the green success notification at the top of you screen

Please see our guides on sending SMS messages through the User Console and through Clinical Integration.

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