Create Templates for the Message Type
Once the Message Type has been created, you need to create one or more SMS templates that can be sent out to patients.
- Template are sets of commonly used blocks of text that is used in a SMS message to a patient.
- Templates are version controlled - the latest version will always be used by default.
- Templates have to be Approved before they become live.
Create a new Template:
- Click Administration.
- Select Correspondence from the menu.
- Select Message Types sub-menu item, the Message Types screen will display.
- For the Message Type you just created, select Templates button.
- Select New button.
- Complete fields using the table below as a reference.
Field Description Code Code for the template Description Description of the SMS template Body SMS Message text, which can include substitution for:
patient first name, patient last name, appointment time, etcScript Via a drag and drop builder, you can specify what should happen when the patient replies to a SMS message. - Select Create Correspondence Template button.
- This will return you to the main screen, select Approve button to activate the changes.
Example body and scripting:
Hi {patient.given_name}, we are looking forward to seeing you tomorrow at {appointment.start_time} at. Please call 0123456789 if you CANNOT attend.
| Code | Description | Body | Script |
| SMS-REMINDER-SURG-A | SMS Appointment Reminder - Surgery A | Hi, this confirms your appointment on - Please Fast 12 hours before, reply Y to confirm or call 0882030550 | If: SMS message text matches ignoring case the text "Y" or if SMS message text matches ignoring case text "yes" Do: Set the appointment status to Confirmed by SMS (and) Mark the SMS message as read |
| SMS-REMINDER-SURG-B | SMS Appointment Reminder - Surgery B | Hi, this confirms your appointment on (appointment start_date) - Please Fast 24 hours before, reply Y to confirm or call 0882030550 | If: SMS message text matches ignoring case the text "Y" or if SMS message text matches ignoring case the text "yes" Do Set the appointment status to Confirmed By SMS (and) Mark the SMS message as read |
Substitution variables can be used in the body of the message - see below for more details. More information on using the drag and drop script builder is below.
