EncompassMessage – Templates
EncompassMessage comes with a number of templates set to go out of the box; however, we highly recommend taking time to customize your templates.
Why?
Practices see better engagement when the messages have your voice and reflect your personal touch.
We suggest reviewing and personalizing the following template elements:
• Greeting style
• Practice name use
• Signature or closing
• Any special instructions (such as where to park, arrival time, cancellation policy, etc.)
A small amount of customization can go a long way toward building patient trust and consistency.
What do you want to do?
There are four different templates you can choose from, and not all message types are supported for each. Read the information below to learn more about each type of template and when it would be best to use each one.
- Group Message - use to send a text or email message to a group of patients with a future appointment scheduled. Only text and email are supported under this category.
- Pre Saved Email - use when sending an email communication to a single patient. Only email is supported under this category.
- Pre Saved Reply - use when text messaging with a patient. Only text messaging is supported under this category.
- Schedule Notification - use for automated notifications to patients. This category supports text, voice, and email communication.
- From the Admin portal, select the Communication icon on the left side of your screen.
- From the Communication drop-down menu, select Message Templates.
- Click Add Template and fill out the form fields.
- Click Save when finished.
To activate a template, select the Active check box.
- From the Admin portal, click the Communication icon on the left side of your screen.
- From the Communication drop-down menu, select Message Templates.
- Click the pencil icon to edit a template and fill out the subsequent form fields.
- Click Save when finished.
To activate a template, select the Active check box.