Text Message Templates

Learn how to use Chat Templates including, how to create, edit or delete a template, and how to access them in Chat.

Chat Templates can streamline communication by enabling you to create, save, and use standardized message templates. These templates can be personalized using merge tags to automatically insert patient-specific or practice-specific information. This will save time and reduce errors, enhancing the overall efficiency of patient communication.

By default, four default templates are preloaded for common use cases. These can be edited, and/or deleted as required.

• Book overdue Recall
• Fill open appointments
• Post-appointment follow-up
• Reschedule appointment

Learn how to accomplish the following within CareCru:

• Create a Template
• Edit a Template
• Delete a Template
• How to Use Templates in Chat

Create a Template

1. Go to Account Settings > Message Templates
2. Click Create Template 
   
   
3. Give your template a Title 
4. Add template content
   • Click Insert tag to add dynamic tags that Donna will substitute automatically when used
     
     
5. Click Save

⚠️Each template has a character limit of 320 characters to ensure concise communication.

💡Hover over the word PREVIEW on the table to review the contents of this message

Edit a Template

1. Go to Account Settings > Message Templates
2. Click on the three dots at the end of the row of the template you want to edit and select Edit
   
   
3. Update the Title and/or content of the template 
4. Click Save

💡Hover over the word PREVIEW on the table to review the contents of this message

👀See who created or last edited a template, along with the relevant timestamps.

Delete a Template

1. Go to Account Settings > Message Templates
2. Click on the three dots at the end of the row of the template you want to delete and select Delete
   
   
3. Select Confirm delete action
   
   
   • To delete more than 1 template > click on the checkbox of all templates you want to delete and select Confirm delete action
     
     

🚨Deleting a template permanently removes it from this list and cannot be recovered.

How to Use Templates in Chat

The list of templates created in the template management page can be accessed in chat by clicking on this icon. Templates can be searched by name for easy access. 

1. Go to the Chat feature
2. Open a patient's chat
   
3. Click on the Template button {  } on the bottom of the Chat
   
   
4. To see the preview of the template > hover over the template name
   
   
5. Click on the template name that you want to send
6. The template will be added to your chat, including any insert tags, which you can edit prior to sending as required.
7. If the template contains any placeholders, we will give you a warning and prevent sending the message till all the placeholders have been replaced.