Review Ocean's pre-made templates that are used with Patient Messaging or Patient Reminders, allowing you to get started right away.
Your Ocean site includes pre-made templates, allowing you to get started right away with your Patient Messaging & Reminders products. These default templates include information and wording that patients will see when they receive a secure message or reminder from your clinic.
You can choose to use these templates as they appear by default, or you can use them as a content guide that can be customized to suit your clinic's needs.
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Open the Template Manager within the Ocean Portal.
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In the top left corner of the Ocean Portal, select "Menu" and click "Templates". This brings you to the Template Manager.
Note: You must be an Ocean Site Admin to access the Template Manager.
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Review your list of templates.
- The Template Manager shows your Ocean site's templates that can be used with Patient Messaging & Reminders.
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- You will find two pre-made templates ("Default - Secure Message" and "Default - Appointment Reminder") that you can use right away - one for Patient Messaging, and one for automatic Patient Reminders.
- Press "Edit" next to one of the default templates to open the Template Editor.
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Review the default template content.
- The Template Editor displays each different component of your template, with a description of the functionality.
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- The contents of the pre-made templates can be used immediately, or you can use it as a content guideline for further customization.
- Once you are finished reviewing the contents, press the "Save" or "Cancel" button at the bottom of the page to return to the main Template Manager area.
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Review your global template settings.
- Email Friendly Name and From Address
- Shows how messages and reminders will appear when received by patients in their email inbox.
- Lock email body contents for non-admins
- Set this to 'Yes' if you would like to prevent users without Site Admin access from editing the email body when sending a secure message to a patient.
- Show Ocean logo in the Health Messenger header
- Control if the Ocean logo is displayed in the top left of the patient-facing Health Messenger (Patient Messages, eForms) experience alongside your Organization Name.
- Overdue Notifications
- Select your preferred behaviour for alerts of overdue patient responses and eForm completions.