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Kareo Help Center

Duplicate Message Template

The Duplicate feature allows you to copy a template and modify it to meet your needs without having to create a new one from scratch. 

Access Message Template

  1. Click the envelope icon in right of the top navigation bar. The messaging summary window opens.
  2. Click See All Messages. The Message Center opens.
  3. Click Message Templates on the left menu. A list of current Message Templates opens.
  4. Click the drop-down arrow and select Duplicate. The New Message Template window opens.
MessageCenter_Template_Duplicate.png
  1. "Copy of" is added to the beginning of the Template Name. Make desired changes to the name of the template.
  2. Make desired changes to the Subject Line and Body text.
  3. Click Save to record your changes. A green confirmation message appears and the new template displays in the Message Templates list. 
MessageCenter_Template_Duplicate_Save.png

 

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