Customize Your Patient Messages Template(s)

The Patient Messages editor will allow you create and save message templates, allowing you to have a collection of standard messages (with accompanying secure messages and/or forms) to send to patients.

You will want to create these standard message templates for more efficient and standard messaging.

  1. Open the Patient Messages window.

    • Select the tab that corresponds with the EMR that you use to learn how to open the Patient Messages window.
PS Suite Accuro OSCAR
  • If you are a PS Suite user, you can open the online messaging window by clicking the "Email Patient" button on the Ocean custom form or toolbar.
  1. Choose or edit and save your Patient Messages Template(s).

    • Once the Patient Messages window is opened, a default template is automatically displayed. Generally, a clinic's default template is very basic, with a simple message in the email (i.e. no secure message selected and no forms attached).
    • You can customize the subject header and email body to your liking and save it as your default template by selecting "Save as Default" from the dropdown menu that appears if you select "Templates" at the top right.
    • Once you've saved your default template, you can create additional templates, which can be saved and available for use via the dropdown menu. To learn more about template management, please refer to "Patient Messages Templates".
    • Optional alert settings and security/validation options can also be saved as part of a template. To see all configurable Patient Messages settings, please review "Patient Messages Settings".
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