Templates - Revision history

Charlie Garner at 15:46, 14 September 2022

2022-09-14T15:46:10Z

← Older revision		Revision as of 15:46, 14 September 2022
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	* Template Name: This will be the name the template is known by on the SMS Template Setup window		* Template Name: This will be the name the template is known by on the SMS Template Setup window

	* ~~0/160: You have~~ 160 characters ~~to type you SMS~~, if you go over that then it will send the message over two SMS messages (2 credits will be used), ~~there fore~~ be charged double the rate for each message you send.		* An SMS can contain 160 characters (including spaces), if you go over that then it will send the message over two SMS messages (2 credits will be used), therefore be charged double the rate for each message you send.

	* Merge Fields: You can ~~input~~ patient details ~~/ practice details without typing those details into every SMS sent~~.		* Merge Fields: You can automatically insert patient details.

	[[File:How to setup sms templates? 02.png]]		[[File:How to setup sms templates? 02.png]]
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	4) To add a merge field in, click on the relevant field from the list (or search) provided, click the top right where it says ‘Insert Field’		4) To add a merge field in, click on the relevant field from the list (or search) provided, click the top right where it says ‘Insert Field’

	5) You can see the message that the patient is going to receive by clicking on preview (The letter count is now accurate ~~to what will be sent~~)		5) You can see the message that the patient is going to receive by clicking on preview (The letter count is now accurate for that patient’s details)

	6) Once finished, click the save icon		6) Once finished, click the save icon
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	[[File:SMS Templates 1.png]]		[[File:SMS Templates 1.png]]

	2) Click the View Default Templates button		2) Click the View Default Communication Templates button

	[[File:SMS Templates 2.png]]		[[File:SMS Templates 2.png]]

	3) The drop down menus show the default template that is set at the moment. Click the dropdown and pick ~~from~~ another template. Click save and close to confirm this change.		3) The drop down menus show the default template that is set at the moment. Click the dropdown and pick another template, Click save and close to confirm this change.

	[[File:SMS templates 3.png]]		[[File:SMS templates 3.png]]
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	[[File:Email Templates.png]]		[[File:Email Templates.png]]

	2) Click the View Default Templates button		2) Click the View Default Communication Templates button

	[[File:Email Templates 5.png]]		[[File:Email Templates 5.png]]

	3) The drop down menus show the default template that is set at the moment. Click the dropdown and pick ~~from~~ another template. Click save and close to confirm this change.		3) The drop down menus show the default template that is set at the moment. Click the dropdown and pick another template. Click save and close to confirm this change.


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	[[File:Letter Templates .png]]		[[File:Letter Templates .png]]

	2) Click the View Default Templates button		2) Click the View Default Communication Templates button

	[[File:Letter Templates 3.png\|669x669px]]		[[File:Letter Templates 3.png\|669x669px]]

	3) The drop down menus show the default template that is set at the moment. Click the dropdown and pick ~~from~~ another template. Click save and close to confirm this change.		3) The drop down menus show the default template that is set at the moment. Click the dropdown and pick another template. Click save and close to confirm this change.

	[[File:Letter Templates 4.png]]		[[File:Letter Templates 4.png]]
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	[[File:Letter Templates 5.png\|644x644px]]		[[File:Letter Templates 5.png\|644x644px]]

	3) Microsoft ~~word~~ will then open (if it doesn't immediately pop up, check the windows taskbar)		3) Microsoft Word will then open (if it doesn't immediately pop up, check the windows taskbar)

	6) You can edit anything on this page to suit your liking		4) You can edit anything on this page to suit your liking

	* Add new merge fields in by clicking insert merge field drop down in the taskbar at the top		* Add new merge fields in by clicking insert merge field drop down in the taskbar at the top

Charlie Garner at 13:46, 2 September 2022

2022-09-02T13:46:32Z

← Older revision		Revision as of 13:46, 2 September 2022
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	=== <big><u>SMS Templates - How to setup SMS templates?</u></big> ===		=== <big><u>SMS Templates - How to setup SMS templates?</u></big> ===
	1) Go to Settings - Communication Setup - SMS [[Templates]]		1) Go to Settings - Communication Setup - SMS Templates

	[[File:SMS Templates 1.png]]		[[File:SMS Templates 1.png]]

Charlie Garner: /* SMS Templates */

2022-09-02T13:46:19Z

SMS Templates

← Older revision		Revision as of 13:46, 2 September 2022
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	=== <big><u>SMS Templates - How to setup SMS templates?</u></big> ===		=== <big><u>SMS Templates - How to setup SMS templates?</u></big> ===
	1) Go to Settings - Communication Setup - [[~~SMS~~ Templates]]		1) Go to Settings - Communication Setup - SMS [[Templates]]

	[[File:SMS Templates 1.png]]		[[File:SMS Templates 1.png]]

Charlie Garner: /* Email Templates - How to change my default templates? */

2022-09-02T13:42:46Z

Email Templates - How to change my default templates?

← Older revision		Revision as of 13:42, 2 September 2022
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	[[File:Save Icon .png]]		[[File:Save Icon .png]]

	=== '''<u>Email Templates - How to change my default templates?</u>''' ===		=== '''<u><big>Email Templates - How to change my default templates?</big></u>''' ===
	1) Go to Settings - Communication Setup - [[Email Templates]]		1) Go to Settings - Communication Setup - [[Email Templates]]

Charlie Garner at 13:42, 2 September 2022

2022-09-02T13:42:18Z

← Older revision		Revision as of 13:42, 2 September 2022
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	[[File:SMS templates 3.png]]		[[File:SMS templates 3.png]]

	SMS Templates - How to edit an existing template?		=== <u><big>SMS Templates - How to edit an existing template?</big></u> ===

	1) Go to Settings - Communication Setup - SMS Templates		1) Go to Settings - Communication Setup - SMS Templates

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	=Email Templates=		=Email Templates=

	==Email Templates - How to setup Email templates?==		=== <big><u>Email Templates - How to setup Email templates?</u></big> ===
	1) Go to Settings - Communication Setup - Email Templates		1) Go to Settings - Communication Setup - Email Templates

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	[[File:Save Icon .png]]		[[File:Save Icon .png]]

	==Email Templates - How to change my default templates?==		=== '''<u>Email Templates - How to change my default templates?</u>''' ===

	1) Go to Settings - Communication Setup - [[Email Templates]]		1) Go to Settings - Communication Setup - [[Email Templates]]

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	[[File:Email Templates 6.png]]		[[File:Email Templates 6.png]]

	==Email Templates - How to edit an existing template?==		=== <u><big>Email Templates - How to edit an existing template?</big></u> ===
	1) Go to Settings - Communication Setup - Email Templates		1) Go to Settings - Communication Setup - Email Templates

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	=Letter Templates=		=Letter Templates=

	==Letter Templates - How to setup letter templates?==		=== <u><big>Letter Templates - How to setup letter templates?</big></u> ===
	1) Go to Settings - Communication Setup - [[Letter Templates]]		1) Go to Settings - Communication Setup - [[Letter Templates]]

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	6) Once finished, click file and save as. Close Word, when you are back in pearl you will notice your new template is saved into the list.		6) Once finished, click file and save as. Close Word, when you are back in pearl you will notice your new template is saved into the list.

	==Letter Templates - How to change my default templates?==		=== <u><big>Letter Templates - How to change my default templates?</big></u> ===

	1) Go to Settings - Communication Setup - Letter Templates		1) Go to Settings - Communication Setup - Letter Templates

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	[[File:Letter Templates 4.png]]		[[File:Letter Templates 4.png]]

	==Letter Templates - How to edit an existing template?==		=== <u><big>Letter Templates - How to edit an existing template?</big></u> ===
	1) Go to Settings - Communication Setup - Letter Templates		1) Go to Settings - Communication Setup - Letter Templates

Charlie Garner at 13:40, 2 September 2022

2022-09-02T13:40:29Z

← Older revision		Revision as of 13:40, 2 September 2022
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	= SMS Templates =		= SMS Templates =

	== SMS Templates - How to setup SMS templates? ==		=== <big><u>SMS Templates - How to setup SMS templates?</u></big> ===
	1) Go to Settings - Communication Setup - [[SMS Templates]]		1) Go to Settings - Communication Setup - [[SMS Templates]]

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	[[File:Save Icon .png]]		[[File:Save Icon .png]]

	== SMS Templates - How to change my default templates? ==		=== <big><u>SMS Templates - How to change my default templates?</u></big> ===

	1) Go to Settings - Communication Setup - SMS Templates		1) Go to Settings - Communication Setup - SMS Templates

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	[[File:SMS templates 3.png]]		[[File:SMS templates 3.png]]

	==SMS Templates - How to edit an existing template?==		SMS Templates - How to edit an existing template?

	1) Go to Settings - Communication Setup - SMS Templates		1) Go to Settings - Communication Setup - SMS Templates

Charlie Garner at 11:43, 31 August 2022

2022-08-31T11:43:32Z

← Older revision		Revision as of 11:43, 31 August 2022
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	==Email Templates - How to setup Email templates?==		==Email Templates - How to setup Email templates?==
	1) Go to Settings - Communication Setup - ~~[[SMS Templates\|~~Email Templates]]		1) Go to Settings - Communication Setup - Email Templates

	[[File:Email Templates.png]]		[[File:Email Templates.png]]
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	==Letter Templates - How to setup letter templates?==		==Letter Templates - How to setup letter templates?==
	1) Go to Settings - Communication Setup - [[~~SMS~~ Templates]]		1) Go to Settings - Communication Setup - [[Letter Templates]]

	[[File:Letter Templates .png]]		[[File:Letter Templates .png]]

	2) To add a new template click the add new template button at the bottom ~~left~~ of the window.		2) To add a new template click the add new template button at the bottom right of the window.

	[[File:Letter Templates 2.png]]		[[File:Letter Templates 2.png]]

	3) ~~Adding New SMS Template window will pop up, inside this window you have:~~		3) Then choose an existing template to base your new template around (Pearl has a default template called PracticeTemplate.dot)

	*Template Name: This will be the name ~~the template is known by on the SMS Template Setup window~~		4) Give your template a new name

	*0/160: You have 160 characters to type you SMS, if ~~you go over that then~~ it ~~will send~~ the ~~message over two SMS messages (2 credits will be used~~)~~, there fore be charged double the rate for each message you send.~~		5) Microsoft word will then open (if it doesn't immediately pop up, check the windows taskbar)

	*Merge Fields: You can ~~input patient details / practice details without typing those details into every SMS sent.~~		6) You can edit anything on this page to suit your liking

	~~[[File:How to setup sms templates? 02.png]]~~		* Add new merge fields in by clicking insert merge field drop down in the taskbar at the top

	~~4) To add a merge field in, click on the relevant field from the list (or search) provided, click the top right where it says ‘Insert Field’~~		[[File:Letter Templates 1.png\|972x972px]]

	5) You can see the ~~message~~ that the patient is going to receive by clicking on preview ~~(The letter count is now accurate to what will be sent)~~		5) You can see the Letter that the patient is going to receive by clicking on preview results at the top

	6) Once finished, click the ~~save icon~~		6) Once finished, click file and save as. Close Word, when you are back in pearl you will notice your new template is saved into the list.

	~~[[File:Save Icon .png]]~~		==Letter Templates - How to change my default templates?==

	~~==SMS~~ Templates ~~- How to change my default templates?==~~		1) Go to Settings - Communication Setup - Letter Templates

	~~1) Go to Settings - Communication Setup - SMS Templates~~		[[File:Letter Templates .png]]

	[[File:~~SMS~~ Templates 1.png]]

	2) Click the View Default Templates button		2) Click the View Default Templates button

	[[File:~~SMS~~ Templates 2.png]]		[[File:Letter Templates 3.png\|669x669px]]

	3) The drop down menus show the default template that is set at the moment. Click the dropdown and pick from another template. Click save and close to confirm this change.		3) The drop down menus show the default template that is set at the moment. Click the dropdown and pick from another template. Click save and close to confirm this change.

	[[File:~~SMS templates 3~~.png]]		[[File:Letter Templates 4.png]]

	==~~SMS~~ Templates - How to edit an existing template?==		==Letter Templates - How to edit an existing template?==
	1) Go to Settings - Communication Setup - ~~SMS~~ Templates		1) Go to Settings - Communication Setup - Letter Templates

	[[File:~~SMS~~ Templates 1.png]]		[[File:Letter Templates .png]]

	2) Click the edit icon		2) Click the edit icon

	[[File:~~SMS~~ Templates 4.png]]		[[File:Letter Templates 5.png\|644x644px]]

			3) Microsoft word will then open (if it doesn't immediately pop up, check the windows taskbar)

			6) You can edit anything on this page to suit your liking

			* Add new merge fields in by clicking insert merge field drop down in the taskbar at the top

			[[File:Letter Templates 1.png\|972x972px]]

	3) You can ~~edit any pre-existing text~~ that is ~~in the template~~ on ~~this screen. You can also add merge fields in from~~ the ~~right hand side~~, and ~~change~~ the ~~template name at the top~~.		5) You can see the Letter that the patient is going to receive by clicking on preview results at the top

			6) Once finished, click file and save. (don't click save as) then it will save the changes you have made to Pearl.

	~~[[File:SMS Templates 5.png]]~~

	~~4) Once you are finished, click the save icon~~

	~~[[File:SaveIcon.png]]~~



	__FORCETOC__		__FORCETOC__

Charlie Garner at 16:02, 30 August 2022

2022-08-30T16:02:38Z

@@ Line 40: / Line 40: @@
 ) The drop down menus show the default template that is set at the moment. Click the dropdown and pick from another template. Click save and close to confirm this change.
 [[File:SMS templates 3.png]]
-== SMS Templates - How to edit an existing template? ==
+==SMS Templates - How to edit an existing template?==
 ) Go to Settings - Communication Setup -  SMS Templates
@@ Line 59: / Line 59: @@
 [[File:SaveIcon.png]]
-= Email Templates =
+=Email Templates=
-== Email Templates - How to setup Email templates? ==
+==Email Templates - How to setup Email templates?==
 ) Go to Settings - Communication Setup -  [[SMS Templates|Email Templates]]
@@ Line 77: / Line 77: @@
 ) Adding New Email Template window will pop up, inside this window you have:
-* Template Name: This will be the name the template is known by on the SMS Template Setup window
+*Template Name: This will be the name the template is known by on the SMS Template Setup window
-* Subject and Bcc: These work the same as sending an email and will appear in every email sent
+*Subject and Bcc: These work the same as sending an email and will appear in every email sent
-* Merge Fields: You can input patient details / practice details without typing those details into every Email sent.
+*Merge Fields: You can input patient details / practice details without typing those details into every Email sent.
 [[File:Email Templates 4.png|1147x1147px]]
@@ Line 94: / Line 94: @@
 [[File:Save Icon .png]]
-== Email Templates - How to change my default templates? ==
+==Email Templates - How to change my default templates?==
 ) Go to Settings - Communication Setup -  [[Email Templates]]
@@ Line 108: / Line 108: @@
 [[File:Email Templates 6.png]]
 == Email Templates - How to edit an existing template? ==
 ) Go to Settings - Communication Setup -  Email Templates
@@ Line 124: / Line 125: @@
 [[File:SaveIcon.png]]
 __FORCETOC__

Charlie Garner at 15:50, 30 August 2022

2022-08-30T15:50:01Z

← Older revision		Revision as of 15:50, 30 August 2022
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	[[File:Save Icon .png]]		[[File:Save Icon .png]]

			== Email Templates - How to change my default templates? ==

			1) Go to Settings - Communication Setup - [[Email Templates]]

			[[File:Email Templates.png]]

			2) Click the View Default Templates button

			[[File:Email Templates 5.png]]

			3) The drop down menus show the default template that is set at the moment. Click the dropdown and pick from another template. Click save and close to confirm this change.


			[[File:Email Templates 6.png]]
			== Email Templates - How to edit an existing template? ==
			1) Go to Settings - Communication Setup - Email Templates

			[[File:Email Templates.png]]

			2) Click the edit icon

			[[File:Email Templates 7.png]]

			3) You can edit any pre-existing text that is in the template on this screen. You can also add merge fields in from the right hand side, and change the template name at the top.

			[[File:Email Templates 8.png\|1177x1177px]]

			4) Once you are finished, click the save icon

			[[File:SaveIcon.png]]

	__FORCETOC__		__FORCETOC__

Charlie Garner: /* SMS Templates */

2022-08-30T14:31:15Z

SMS Templates

@@ Line 1: / Line 1: @@
-=SMS Templates=
+= SMS Templates =
 == SMS Templates - How to setup SMS templates? ==
 ) Go to Settings - Communication Setup -  [[SMS Templates]]
@@ Line 61: / Line 62: @@
 == Email Templates - How to setup Email templates? ==
 __FORCETOC__