Unlike Templates (Word) where communications are created/generated using Microsoft Word, Templates (AutoText) saves content for:
- The Appointment form - Comments field (can be TXT or RTF format)
- Prepayment messages (must be basic TXT)
- Progress Notes (can be TXT, RTF or DOCX format)
- Refunds
- Reminder/Recall Messages (must be basic TXT)
- SMS messages (must be basic TXT)
- Can be linked to Appointment Types
- Transactions (can be TXT or RTF format)
- Includes Remittance options.
Create an AutoText Template
- Select the Template Type
- Select Add on the sidebar
- Enter a name for the Template in Shortcut Text
- Select TXT, RTF or DOCX
- Enter the content of the Template inserting Bookmarks/Fields if required
- Save