Templates

SMS Templates

SMS Templates - How to setup SMS templates?

1) Go to Settings - Communication Setup - SMS Templates

2) Click the + icon in the bottom right corner of the SMS Template Setup screen

3) Adding New SMS 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

• 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 automatically insert patient details.

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 for that patient’s details)

6) Once finished, click the save icon

SMS Templates - How to change my default templates?

1) Go to Settings - Communication Setup - SMS Templates

2) Click the View Default Communication Templates button

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.

SMS Templates - How to edit an existing template?

1) Go to Settings - Communication Setup - SMS Templates

2) Click the edit icon

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.

4) Once you are finished, click the save icon

Email Templates

Email Templates - How to setup Email templates?

1) Go to Settings - Communication Setup - Email Templates

2) Click the + icon in the bottom right corner of the SMS Template Setup screen

3) You can either create a brand new template or copy an existing template (click the drop down for more options as to which template)

3) 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
• 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.

4) To add a merge field in, click on the relevant field from the list (or search Merge Fields) provided, click the top right where it says ‘Insert Field’

5) you can attach files from the paperclip in the bottom left

6) You can see the message that the patient is going to receive by clicking on preview

7) Once finished, click the save icon

Email Templates - How to change my default templates?

1) Go to Settings - Communication Setup - Email Templates

2) Click the View Default Communication Templates button

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.

Email Templates - How to edit an existing template?

1) Go to Settings - Communication Setup - Email Templates

2) Click the edit icon

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.

4) Once you are finished, click the save icon

Letter Templates

Letter Templates - How to setup letter templates?

1) Go to Settings - Communication Setup - Letter Templates

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

3) Then choose an existing template to base your new template around (Pearl has a default template called PracticeTemplate.dot)

4) Give your template a new name

5) 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

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 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?

1) Go to Settings - Communication Setup - Letter Templates

2) Click the View Default Communication Templates button

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.

Letter Templates - How to edit an existing template?

1) Go to Settings - Communication Setup - Letter Templates

2) Click the edit icon

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

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

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.