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Accurx Web: How to create an SMS template
Accurx Web: How to create an SMS template

How to save yourself time by creating custom templates in Accurx Web!

John F avatar
Written by John F
Updated over a week ago

You can create a new template message directly when messaging patients, which will be available for you right away. Here's how πŸ‘‡

Hint: Accurx will automatically include the greeting and sign-off, so no need for you to add those!

How to manage my templates?

Click on "Workspace" above your account, then select "Workspace settings" πŸ‘‡

Click "My Templates". Here you'll be able to create new templates and edit/delete existing ones.

How to manage my workspace's templates?

To create shared templates for your workspace or to edit/delete existing ones, click on "Shared templates". Here you'll also be able to create new templates and edit/delete existing ones πŸ‘‡

Please note that you will need to be an approved member of the workspace if you want to share your SMS template with the rest of the workspace on Accurx Web.

If you have any questions, please don't hesitate to get in touch with the support team by clicking on the green chat bubble in the bottom right-hand corner πŸ‘‰

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