Email Templates

Intro blurb - create full email templates complete with subject, body and files already attached

Step by step for creating a template

Use 'Bindable Data Items' in your templates and have them replaced with real data when the template is generated.

Template use:

  • Right click patient/contact in the list
  • Right click appointment on the calendar
  • Right click an invoice in the list
  • Right click a matched email in the inbox
  • Right click a visit in any of the visit lists (patient history, visit history)