How to Create a Template
Access Settings: Select the cog icon on the right-hand side of the toolbar and go into "Settings", this will open up a webpage to view your organisation settings.
Access Templates: Select "Templates" on the left and select "Create New Template"
Choose Your Scope: Choose where to save the template:
My templates: For your personal use only.
Workspace Templates: To share the template with your whole organisation.
Start Creating: Click "Create New Template" and select "Healthcare provider" as the type.
Drafting Your Template
Name & Category: Give your template a clear name and assign it to a category (e.g., "Referrals" or "Pharmacy") to keep things organised.
Write Your Message: Type the body of your email.
Use Auto-Fill Fields: Use the "+ Add patient detail" fields to pull data from the clinical record automatically. You can insert:
Patient phone number or address.
GP phone number or address.
Note: If this information is missing from the record, it will be left blank for you to fill in manually.
Add SNOMED Codes: You can attach specific SNOMED codes to the template. When you send the message, these codes will be saved back to the patient's medical record automatically.
Saving and Editing
Click "Save template" at the bottom of the page.
Your new template will now appear in your list when you message a professional from the toolbar.
You can return to the "Manage templates" page at any time to Edit or Delete your custom creations.
If you still have any questions or concerns, feel free to chat with us using the green message bubble in the bottom right-hand corner of this page. 👉