An SMS template is a pre-written message format designed for efficient and standardized communication via text messages.
How to create:
- To begin, navigate to the Templates tab, on the left side of the screen, under Patient Experience.
- Once the Template tab opens, Select Manually Sent, then SMS.
- In the middle column (Select a template) Click Add Template
- Begin by naming your template as if it were a library.
- Then select Patient.
- Your Trigger should always be Manual.
- Next, you will type your message body.
- Ensure at the end of your message body you add the name of your practice and your business phone number.
- Next, Preview your template to ensure everything is accurate.
- Click save.
- Your templates will now be available to send On-Demand.