ClearCourse Health

This article is your glossary to find exactly what you're looking when it comes to all things Templates

Templates Glossary

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

Templates Overview

Discover the full list of merge fields available for personalisation when making documents in E-Clinic.

Full List of Merge Fields

How to Create Email Templates

This article will show you how to change the message your patients receive when you action a payment request

Customising your Online Payment Service (E-ClinicPay / Stripe) Request Communication

Discover how to create print out templates on your system

How to Create Print Out Templates

How to Create SMS Templates

How To Create A Letter Template

Discover how to delete unwanted templates within your system.

How to Delete Templates

John Allen

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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