Creating an Email Template

Email Templates allow you to quickly email various items in the system without having to retype your emails every time. The easiest way to think about an email template is that it will be the body of your email in which you may attach things like the medical record to. Email Templates can also be emails you wish to send to your entire client base that may not contain an attachment, such as a flyer or announcement.


  • Navigate to the Setting Menu (Gear Icon)
  • Click on Email Templates

  • Click Add a New Email Template

  • Give the email template a descriptive name, give it a subject (this will be the subject line to the email that your clients receive), and fill out the editor with the email you wish to send. Remember that you can personalize the email by using merge fields to enter client name, patient name, etc.
  • Click Save once you have finalized your email.

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