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Kareo Help Center

Edit or Duplicate a Message Template

Message Templates can easily be edited from within the Message Center. In addition, 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. 

Open the Message Center

  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.

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Edit a Message Template

  1. Click Message Templates on the left menu. A list of current Message Templates opens.
  2. Click Edit next to the template name. The Edit Message Template window opens.

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  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.

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Duplicate a Message Template

  1. Click Message Templates on the left menu. A list of current Message Templates opens.
  2. Click the drop-down arrow and select Duplicate. The New Message Template window opens.

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  1. "Copy of" is added to the beginning of the Template Name. Make changes to the name of the template, if desired.
  2. Make changes to the Subject Line and Body text, if desired.
  3. Click Save to record your changes. A green confirmation message appears and the new template displays in the Message Templates list. 

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