Message Templates

Create and manage reusable message templates for consistent patient communication.

Template Library

Access pre-approved templates organized by category:

• Appointment - Reminders, confirmations, cancellations
• Clinical - Test results, follow-up care, instructions
• Administrative - Billing, forms, general information
• Surveys - Patient satisfaction, health assessments

Creating Templates

Basic Template

1. Navigate to Settings > Templates
2. Click New Template
3. Select category and name
4. Enter message content
5. Submit for approval

Using Dynamic Fields

Insert merge fields for personalization:

Example Template

Hello {{patient.firstName}},

This is a reminder about your appointment with {{provider.name}} on {{appointment.date}} at {{appointment.time}}.

Please arrive 15 minutes early. If you need to reschedule, reply to this message or call us.

Best regards,
{{organization.name}}

Approval Workflow

Templates requiring approval:

1. Draft template submitted by staff
2. Review by designated approver
3. Approval or revision requested
4. Published to template library

Template Versioning

All template changes are versioned for audit purposes. Previous versions can be viewed but only the current approved version can be used for sending.