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 Template at later point, you have the options to Update or Delete.