Here's how to create custom email templates 👇
Avoid writing the same email manually by creating your own custom Accumail templates to use repeatedly alongside our existing pre-written Accumail templates.
Select the cog icon on your toolbar and go to "Settings"
You will be taken to the Accurx settings page in your web browser. Select "Templates" on the left.
You can create the template for your personal use in the "My templates" tab or make it available for the whole organisation by selecting "Workspace Templates".
Once you've decided who the template is for, please select "Create New Template".
To create a professional template, select "Healthcare provider".
You can now start writing your template.
Firstly, you'll need to name the template in "Template name".
You can also create a custom category or assign it to help separate your templates.
Moving on to the body of the email, you can add the message you want to place into the template.
If you select a 'patient detail' field option, this means that when you select the template in the toolbar, we'll automatically fill it with information from the patient's record. If the record doesn't have that information, we'll leave it blank for you to fill in manually.
This includes:
Patient phone number
Patient address
GP phone number
GP address
⚠️ These options are only available in Accumail custom templates and not in patient SMS messaging templates.
(Everything that's in the grey box cannot be edited and will be added to the email body by default.)
You also have the option to undo and redo actions whilst drafting your template.
SNOMED Codes
🌟 You also have the option to add SNOMED codes to the template; they will be saved to the patient record when the email is sent. 🌟
As soon as you're happy with the template, please select "Save template" at the bottom of the page.
You'll be taken back to the Manage Accumail templates page. You can add further edits by selecting "Edit" or delete the template by selecting "Delete".
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. 👉