Global ClinicGuides
← All screen guides
CRMAvailable

Templates

Message and prescription templates in one place, switched with the control at the top. Message templates hold reusable copy for any channel, including WhatsApp, and prescription templates control the final layout clinicians issue after a visit.

Open this screen View the manage relationships and follow-up walkthrough
01

What you can do here

Switch between template types

The segmented control moves between message and prescription templates, and remembers the section you used last. The retired WhatsApp templates menu item now opens here.

Message templates: channel-aware

Mark a message template for email, SMS, WhatsApp, web chat, or any channel, and give it a category so the team finds the right one quickly. Email templates can carry a subject line. Search by name or wording and filter by channel to manage a long list.

Message templates: tokens and live preview

Drop tokens like {{first_name}}, {{name}}, {{email}}, {{phone}}, and {{clinic}} into the body, or click a token to insert it at the cursor. A live preview beside the editor fills the tokens with sample values as you type, so you see the finished message without sending anything. Unknown tokens are blanked so a raw placeholder never goes out.

WhatsApp copy is an ordinary message template

Clinic numbers are connected by scanning a code, the way WhatsApp on a computer works, so there is no provider submission and nothing waits for approval. Mark a template for the WhatsApp channel, write it, and save it: it is usable straight away. Which messages actually go out on WhatsApp, and which connected number sends each one, is set in Settings, then WhatsApp.

Prescription templates: final layouts

Preview the code-backed prescription layouts and choose your default for the active clinic. The preference follows you across devices, and you can still choose another layout for one prescription. Templates format the final patient copy; they never fill clinical dosage or directions.

02

Follow these steps

Create a message template

  1. Select New template, pick a channel and category, and write the body with tokens.
  2. Watch the live preview fill the tokens with sample values as you type.
  3. Save it, and disable a template later to retire it without deleting its history.

Write a template for WhatsApp

  1. Select New template and set the channel to WhatsApp so the team finds it in the right place.
  2. Write the body with tokens and check the live preview, keeping clinical detail out of it.
  3. Save it. There is no submission step and no approval to wait for.

Choose a prescription default

  1. Switch to Prescription templates and select a layout to preview it.
  2. Choose Make my default to use it automatically for this clinic.
  3. Review or change the layout again when issuing an individual prescription.
03

Helpful habits

  • Use tokens rather than typing names, so a message is always addressed correctly.
  • Keep transactional and marketing copy clearly named; consent rules differ by message type.
  • Never put a result, a diagnosis or a dosage in WhatsApp copy; say that something is ready and link to the portal.
  • Give a WhatsApp template a category that matches what it is for, so the team picks the right one under pressure.
04

Tips

  • Only admins can create or edit templates; everyone with chat access can read and use them.
  • The message-template preview uses sample values; the contact-filled render happens when a message is prepared to send.
  • A WhatsApp template can be edited whenever you like; nothing is locked by a review.
  • A WhatsApp template only sends from a number connected in Settings, then WhatsApp.
Next