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Kareo Help Center

Edit or Delete a Message Template

Message Templates can easily be edited or deleted when no longer needed from within the Message Center.

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 Edit next to the template name. The Edit Message Template window opens.

MessageCenter_Template_Edit.png

Edit Message Template

  1. Make desired changes to the Template Name, Subject Line, or Body text.
  2. Click Save to record your changes. A green confirmation message appears and the updated template displays in the Message Templates list.
MessageCenter_Template_Edit_Save.png

Delete Message Template

  1. Click Delete Template. The Delete Message Template confirmation window opens.
  2. Click Confirm. A green confirmation message appears and the template is deleted from the Message Templates list.
MessageCenter_Template_Delete.png

 

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