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Templates Overview

Here is an overview of the different templates and the categories they can be created for within the system.

Written by John Allen

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

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