Step 1: Click on the 'Settings' tab and then 'Manage Templates'
Step 2: Click 'Create New Template'. Now you are able to name a template and create the content. Using the three blue buttons you are able to insert the practice phone number, name, and a date picker into the body of the text.
Step 3: You can access your custom templates by clicking the black box with three lines. You are also able to edit your templates by clicking the 'Manage Templates'.
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