Templates are what you send out to your patients i.e. appointment reminders, invoice reminders, receipts. Templates are split up into 4 options; SMS, Email, Letter and Print-Out.
Looking at the below image you are able to tell the difference by the symbol beside the template.
An email will have an envelope symbol, a letter will have a page symbol, a print-out will have a printer and an SMS will have a phone symbol.
When you first open your documents, it will look like this:
Templates can be edited and created for the following sections:
Appointments
Business
Case
Chase
Classes
Contact
Forms
Invoice
Client
Payment
Practitioner
Saved Card
Waiting Lists
Prescription


