SMS Configuration 1: Create Message Types and Templates

Overview Message Types allow you to create different types of SMS for different situations. Templates can then be associated with a Message Type - it is a multi- step process: Step A: Create a Message Type Step B: Create Templates for the Mess...

Create a Message Type To create a  Message Type: Click Administration . Select Correspondence   from the menu. Select Message Types . The Message Types screen will display. Select the New  button at the top of the screen. Complete f...

Enable the Message Type Once you have set the default Template, you need to Enable the Message Type. This will make it appear for users to select as a Message Type. Click  Administration . Select  Correspondence  from the menu. Select  Messag...

Setting the Default Template to use  After adding the Template, you must set the default template for the Message Type. If this is not done, then the SMS will not appear in the list of available SMS messages to send to a patient. Click  Adminis...

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 p...

Updating a SMS Template Updating a Template If you wish to update a SMS message that is being sent to patients: Click  Administration . Select  Correspondence  from the menu. Click  Message Types . For the Message Type you just created, c...