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Templates overview

The Templates feature allows you to create and manage predefined messages for Records, SMS and Emails, making communication faster and more efficient.

📍 Where to find this: Left navigation menu → Templates

🧭 How to access Templates

Click Templates in the left navigation menu.

The Templates section opens with three sub-sections — Record, SMS and E-mail.

Templates Menu

✅ What you can do in Templates

#	Page	What it covers
1	Record templates	Create text and image templates for procedures, notes and prescriptions
2	SMS templates	Create reusable SMS templates for booking appointment notifications
3	Email templates	Create reusable email templates for booking appointment notifications

💡 Click any page in the table above to go directly to its full guide in the Templates section.

Updated on: 06/08/2026

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