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How to create a new template

You are able to create a brand new SMS template to use in the iPLATO Toolbar.

Simply:

  • Login to the Toolbar
  • Select Templates from the drop-down menu by clicking on the ip button from the toolbar (the icon to the far left)

 

This brings you to the Templates section:

 

  • Select New Template at the bottom
  • Give your template a TITLE
  • Select an existing Category or write the name of a new category for your template
  • Write your message in the Message field
  • Use the grey button on the right to add Mail Merges that will add relevant details for the patient you are sending to.

  • Choose if you want to Allow Response

  • Choose if you want to Add an additional code that will be read-coded back to your clinical system every time you send this template.
  • Hit Save changes

Now it will be available as a selected template when creating a message.

Please Note: If changes need to be made to the template at a later point, you have the options to Update or Delete.