Compose a variety of email templates that can be used throughout the software.
Access to the Workflow tab is limited to Owner, Admin and AR Manager user profiles.
- Compose custom email templates that can be used throughout the software. Customize the content depending on the type of contact who will be receiving the communication; insurance, adjuster, self-pay customer, etc.
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Take advantage of the Merge Fields to auto-populate customer, billing contact, payment, and invoice information directly into the email.
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Automatically attach documents, invoices, and statements to the email template.
1. Navigate to Actions and choose Emails.
2. Go to Templates.
3. Select + Create Template.
Pro Tip: Clone an existing email template so you don't have to start from scratch
4. Type the Template Name and Category.
- To assign the email to an existing category, start typing a category name and select it.
- To create a new category, click + Add New and enter the name of the category you want to add.
5. Enter the email subject and select an option from the Merge Fields list to create a customized Email Subject.
6. Compose the body of the email.
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Use the different options found in the Merge Fields list to personalize your message.
7. Select any attachments you want to automatically attach when the message is sent.
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Documents pull from the Customer Details page.
8. Once you are done, click Save.
9. You will now see the new email template under the category you've selected or created.
