How do I create/edit SMS templates for the Surgery?
SMS messages can be sent out through via the Phonebar and User Console
SMS Templates can be created, edited and deleted via the Configuration Console to allow your staff to quickly and easily send out pre-prepared messages
Once these are configured, they can be selected and added to SMS Messages
Step by step guide
New SMS Template
Navigate to the Configuration Console via the Surgery Connect SSO
From here, select the Integrations Tab on the left hand side
Click View on the SMS Templates tile
To create a new SMS Template, click + New SMS template
Give your SMS Template a title by typing in the Name field
You can insert fields into your message, so you can address the recipient by name or add a surgery signature
Type the wording of your SMS into the Template box
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
The Preview box will show you the layout of your template, together with your populated auto prompts
When you are happy with your SMS Template, click Save
You will see the green success notification at the top of your screen
Editing SMS Template
When SMS Templates have been configured for your Service, they will be displayed on the Integrations SMS Templates screen
Find the template you would like to change and click on the Edit icon
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
To Delete a template, click the Delete icon
You will be asked to Confirm the deletion
You will see the green success notification at the top of you screen
For more information, see our collection of SMS Help Guides here















