Using a Patient Template

You can use a template to quickly send a mass notification, alert, or other message that is related to a patient.

  1. You can either create a new conversation and select the patient to associate with the patient template, or use a patient template with an existing conversation for which a patient context has been defined.
    • If you are creating a new conversation:

      1. In the panel that displays the list of conversations, click the New icon.

      2. From the pop-up menu that appears, select New Patient Template.

        The Start A Patient Template panel appears.

        Note: If your administrator has not granted you permission to view patient data, you see the New Location Template option instead. In this case, the behavior is the same, but you select a location instead of a patient.
      3. Select a patient or location from the list, or select a group and then select a patient or location.

    • If you are using a template with an existing conversation, click the Add link at the bottom left and select New Template.

  2. In the list of templates available to you, click the template that you want to use.

    In this list, Patient Events templates and Location Events templates appear if your administrator has made them available to you.

    Each template that is available to you displays a TO: field that lists the group that will receive the message generated from this template. If Select A Group is listed instead of a group name, you will specify the group that is to receive this message when you select this template.

  3. If Select A Group is listed in the TO: field for the template, select the group that is to receive the message generated from this template. If the template sends a message to a specific team member, select the team member.

  4. If the template includes fields to be filled in (for example, the type of patient assistance needed), in the screen that appears, fill in the fields to complete the template.

    The text displayed in the fields indicates what you need to type in.

  5. If the template contains message text that can be edited, click in the text field. Edit the text as needed, or type the new text that you want to include.

  6. Click Send to send the message or alert that you have built from the template.