You are accessing documentation for myPractice version 4.
Support for this version of myPractice has ended. This documentation is available for reference only.
 
Please contact our support team on 1300 401 111 about upgrading to the latest version of BpAllied.
View the latest (V7) documentation here.
Version 4
×
Menu

Create or edit an SMS 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 SMS 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 SMS Template
1

Template ID

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

Template name

2. Template name
The name of the Template
3

Reminder Type

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

Default template

4. Default template
Is this the default SMS 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
Not used when creating an SMS template
6

Available Merge Fields

6. Available Merge Fields
These are the fields from myPractice that can be merged into the SMS 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.
8

Character Count

8. Character Count
This is the number of characters - letters, numbers, spaces and punctuation - used in the message. The count shown is the number in the message displayed on the screen.
  • If the information merged into a field placeholder e.g. [Date] is longer than that of the placeholder field then the character count will be more. For example: [Date], which is 6 characters long is merged as 16/07/2012, which is 10 characters long. The count would be 4 characters longer.
9

Navigation Buttons

9. 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
10

OK button

10. OK button
Click OK to save the template and close the Templates form
11

Cancel button

11. Cancel button
Click Cancel to close without saving changes
12

Apply button

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