Making custom templates

Modified on Wed, 12 Jun 2019 at 11:26 AM

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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