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Kareo Help Center

Message Templates

Updated: 05/28/2020
Views: 52

Message Templates allow you to save time by creating, storing, and reusing messages that you send on a regular basis. Once created, you can send a message template to a patient group right away or schedule delivery for a future date and time. Set up and store as many email templates as you require -- from a thank you email to targeted marketing communications, every message is addressed from you and delivered to each recipient's individual inbox.

You will always navigate to the Messages window, also known as the Message Center, to create, duplicate, edit or delete a message template.

Navigate to Message Templates

  1. Click Tasks & Messages > View Messages in the top menu. The Messages window opens.
    Note: The Messages window is also known as the Message Center.
    Tip_Icon.pngTip: For faster navigation, click Messages under the Navigation Shortcuts or press Shift+F12 on your keyboard.
  2. Click the Message Template tab. The Message Templates list opens.
Desktop_Messages_MessageTemplates_Navigate.png

New Message Template

  1. Navigate to Message Templates then click New Template. The New Template window opens.
  2. Enter the information:
    • Template Name: For internal reference and only displays in the Message Templates list.
    • Subject Line: The email subject that displays when the message is sent.
    • Body: The message details.
      • Click Preview to see how the message appears to recipients then click Close to return to the previous window.
  3. Click Save. The new template displays in the Message Templates list.
Desktop_Messages_MessageTemplates_New.png

Duplicate Message Template

  1. Navigate to Message Templates then click the drop-down arrow on the right side of the template name and select Duplicate. The New Message Template window opens.
  2. "Copy of" is added to the beginning of the Template Name. Make the desired changes to the name. 
  3. Make the desired changes to the Subject Line and Body.
  4. Click Save. The new template displays in the Message Templates list. 
Desktop_Messages_MessageTemplates_NewDuplicate.png

Edit Message Template

  1. Navigate to Message Templates then click Edit on the right side of the template name. The Edit Message Template window opens.
  2. Make the desired changes to the Template Name, Subject Line, and/or Body.
  3. Click Save. The updated template displays in the Message Templates list.
Desktop_Messages_MessageTemplates_Edit.png

Delete Message Template

  1. Navigate to Message Templates then click Edit on the right side of the template name. The Edit Message Template window opens.
  2. Click Delete Template. The Delete Message Template confirmation pop-up appears.
  3. Click Confirm to confirm the deletion. The template is deleted from the Message Templates list.
Desktop_Messages_MessageTemplates_Delete.png
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