NextGen Knowledge Center

Create a Message Template

If you chose New Template in the Build a Message section, then the following fields appear for defining the template:
Fields for defining a template

  1. Enter a template name.
  2. Select whether the template is reusable or non-reusable.
  3. Select the preferred practice location.
  4. Enter the template message in the template body fields.
    The first field is for the HTML body, and the second is for the text body. You can use the text formatting options in the template's toolbar.
  5. To insert placeholders for information, do the following:
    1. Place the cursor in one of the entry fields at a position where you want the placeholder to be inserted.
    2. Select an item from the list on the left.
    3. Select the double arrow to the left of the upper or lower text entry field.
      The selected item is added to the field, enclosed in ~ characters to show that it is a placeholder.
    The salutation of the message can be Dear ~PatientFirstName~ ~PatientLastName~,.
  6. Select Save Template.
Create a Message Template