Create or edit an email template

To open an SMS Template for creation or editing
 
Go to System
Click on Options
Select Reminders
OR
In the Appointment Book
Click Reminders 
OR
From the Quick Access menu
Click Reminders
 
Click Edit Email Template
The Templates form will display
Whether an existing template is shown in this display will depend on the access point of the Edit Template form
Create or edit an email template
1

Template ID

1. Template ID
The unique identification number of the template
2

Template Name

2. Template Name
The name of the template
3

Template Type

3. Template Type
The type of template. This is either SMS or Email
4

Default email template

4. Default email template
Is this the default Email template?
Tick the box to set this template as the default. Only one template can be set as the default.
  • Templates can be assigned to a UserID(or Practitioner)
  • If no template is assigned then the default template will be used
5

Message Subject

5. Message Subject
The text to include in the subject line of the email.
6

Message Merge Fields

6. Message Merge Fields
These are the fields from myPractice that can be merged into the Email reminder sent. This allows the information in the message to be dynamic e.g. include the practitioner name for the specific appointment being reminded of
7

Template text

7. Template text
This where the text to be included in the message is formulated using a combination of static text and myPractice fields.
  • Click in the field to type in the static text
  • Click and drag fields to be included from the Message Merge Fields.
It is important that these fields are inserted into the text exactly as they are shown when they are dropped in, including the square brackets. If they are changed then the myPractice information will not merge in.
 
 
Example email:
8

Navigation Buttons

8. Navigation Buttons
These buttons are used to move forwards and backwards between the various SMS templates, add or delete a template and end or cancel editing the template.
Go to the Glossary to see more details on these buttons
9

OK button

9. OK button
Click OK to save the template and close the Templates form
10

Cancel button

10. Cancel button
Click Cancel to close without saving changes
11

Apply button

11. Apply button
Click Apply to save the template before moving to another one to make changes.