If you'd like to write and save a one-off message template for future use, you can do so from any of the one-off messaging access points within Patient Engage. Here is one way:
To create and use one-off messaging templates
2. In the main navigation pane on the left, click General.
3. Under General, click Dashboard.
4. Click Contact Patients, and then click Appointment Date Range.
5. Under Template, click Write my own.
6. Under Subject and Content, type a subject and the content of your message.
Notes:
· Remember to include the business or a specific provider’s name for your office within the body of the message. Your patients will not be able to identify that the message is from your practice without your practice/provider name included.
· There is a 2,000-character limit for messages sent via email only; if you choose to send via text or a combination of text and email, you will need to keep your messaging to the 160-character limit for US users, and the 136-character limit for Canadian users. If you do not stay within the character limit, the template will not be available to send to patients. You can use Custom Tags to automatically fill in data and save characters.
· You can see the number of remaining characters used beneath the Contents field in italics.
7. Click Save New Template.
8. Under New Template Name, type a title in the field, and then click Save.
Note: Your new template will appear as an option in each Template drop-down menu.
9. Click Send to send your template message, if desired.