Email Templates

  1. Overview
  2. Settings
  3. Email Templates

The Email Template section is where you can create pro-forma emails and have the system insert information when you choose to send an email from the diary. To begin go to Settings, then click Email Templates on the lefthand menu.

If it is the first time you have created a template there will be none listed in the drop down menu. If you have created some they will be in that list. To edit one select it from the list and click Edit. To delete a template click Delete then select the template you want to delete from the drop down list and then click Remove.

To create a template click New. You will then be taken to this screen. Enter a title then begin typing your email template. To add a "placeholder" that will insert the relevant patient details select them from the drop down list.

Continue typing until you have finished, then click Save. To exit without saving click Back.

To edit a template click Edit then make the changes you wish, then click Save. To exit without saving click Back.