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Kareo Help Center

Duplicate Message Template

Updated: 10/13/2022
Views: 1056

Duplicate a message template to copy and modify it to meet your needs without having to create a new template from scratch.

Access Message Template

  1. Click the envelope icon. The messaging summary window opens.
  2. Click See All Messages. The Message Center opens.
  3. Click Message Templates. A list of current Message Templates opens.
  4. Click the Edit drop-down arrow and select Duplicate. The New Message Template page opens.

Duplicate Message Template

  1. The Template Name includes "Copy of" to indicate the template is a duplicate. If necessary, edit the name of the template.
  2. Edit the Subject Line and Body, if necessary.
  3. Click Save when finished. A green confirmation message displays and the new template displays in the Message Templates list.
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