Introduction:
When emailing patients from the message hub a template must first be selected. The steps in this guide will demonstrate how to set up a template that will allow users to type in custom messaging to an individual patient.
Process description:
Users will go to the automated campaigns setup screen and enter in a new template that contains a merge tag allowing custom verbiage to be typed into an email.
Prerequisites:
Users will need have the security right "Utilities-Automated Campaigns Template Management" assigned to them to perform the steps in this guide.
Step-by-step instructions:
- Go to Utilities>Launch>Automated Campaigns
- From the Automated Campaign Dashboard, select the icon for "Templates"
- Click the "Add New Template" button
- Create a new email template, select the content box for "Text" and drag into the body of the template.
- Remove any default text entered, select the merge tag button, then select the option for custom verbiage.
Sending a custom email to the patient using the template:
- Select the patient
- Click the patient's email address from their patient overview to launch the message hub.
- Select the template you created for custom verbiage and press the send button.
- A window will launch allowing the user to type in a custom email message.
Tips and best practices:
The custom verbiage template will only work when messaging patients directly from the message hub. This merge tag will not function correctly if used inside of an automate campaign.