Reminder Templates

To create or edit an Email or SMS template
 
Go to Data Maintenance
Click on Reminder Templates
 
Click in Click here to add a new row
OR
Click in the existing row to be edited, as per the example in Template Text below
Reminder Templates
1

Template Type

1. Template Type
The type of template. This is either SMS or Email
2

Template Name

2. Template Name
The name of the template
3

Default template

3. Default template
Is this the default 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
4

Message Subject

4. Message Subject
This is only relevant for Emails. This is the text to include in the subject line of the email.
5

Template text

5. Template text
This where the text to be included in the message is formulated using a combination of static text and Bp Allied fields.
  • Click in the field to type in the static text
  • Type in the Message Merge Fields exactly as they appear in the list.
 
 
Example email:
6

Character Count

6. 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.
7

Message Merge Fields

7. Message Merge Fields
These are the fields from Bp Allied that can be merged into the 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
 
It is important that these fields are copied into the message text exactly as they are shown including the square brackets. If they are changed then the Bp Allied information will not merge in.
 
The format of the date that is merged into the template is based on the default date format selected in Options > Documents.
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, Cancel & Apply

9. OK, Cancel & Apply
Click OK to save the template and close the Templates form
Click Cancel to close without saving changes
Click Apply to save the template before moving to another one to make changes.