Message templates are a great way to save time, and ensure that your messages are as concise and consistent as possible.
How to create a Message Template
1. On your Accurx Desktop click on your initials followed by 'Manage Organisation' 👇
2. This will open a web page, here click on 'Templates'👇
3. To view your own templates click 'My Templates' - these are only visible to you and cannot be accessed or edited by anyone else.
4. To view your organisation templates click the tab which has your organisation name e.g. The Accurx Practice Templates - these can be seen and edited by anyone in the organisation.
5. To create a new template click 'Create New Template'.
6. This will open the template creator for contacting patients; select "Patient". You can then name the template, write your message, assign the template to a category, and add a SNOMED code.
If the SNOMED code you're after isn't there 👇
7. Within this, you can also:
Allow patients to respond to your message with text and/or up to 5 photos - tick the box on "Default reply setting" as shown 👇
Group your templates by selecting an existing category from the dropdown under "Category". You can also select "Add category" to add a new template category.
Attach a document
8. Once saved, any changes should appear in your template dropdown list in Accurx Desktop:
Note: It is not possible to auto-populate information like a patient's NHS number to patient message templates.
Remember when writing your templates, every character counts! See more information on messaging and SMS costs here.
FAQ
Is creating templates limited to admin users?
Is creating templates limited to admin users?
No, any user can create their own message templates.
Are attachment/photo responses available for Batch messages or Questionnaires?
Are attachment/photo responses available for Batch messages or Questionnaires?
No, you can't request a photo or attachment reply from patients using Batch or custom questionnaires.
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. 👉