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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 this week

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

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