Add & Manage Email, Text, and Remarks Templates

Let’s explore how to add and manage templates for emails, texts, and remarks. These templates are saved in the system and can be used in the corresponding areas without creating them from scratch, helping users save time.

To view and manage all templates, follow the navigation path below.

• Navigate to the System Menu > select Practice Settings > Templates.

Add New Templates

Explore this video for an in-depth walkthrough.

 
1. Email Templates

To add email templates, perform the steps below.

• Select the Email tab and click + Add.

• Enter the Template Name.
• Select the Template Type as Direct or Bulk. 
  • Direct Templates will be available for use across +Message and Correspondence.
  • Bulk Templates will be available for use across Opportunity Miner, Recall, Reschedule Queue, and Short Call List.
• Enter the Subject.
• Fill in the Contents you want in your template.
• Click Save.

2. Text Templates

To add text templates, perform the steps below.

• Select the Text tab and click + Add.

• Input the Template Name.
• Select the Template Type as Direct or Bulk.
  • Direct Templates will be available for use across +Message, IRIS and Correspondence.
  • Bulk Templates will be available for use across Opportunity Miner, Recall, Reschedule Queue, and Short Call List.
• Enter the Message.
  • Click the Image icon to insert an image.
  • Click the Emoji icon to add an emoji.

Note:

• The MMS feature is available upon request. Users can email [e-mail] to have it enabled.
• Users can upload up to 10 images in JPEG, JPG, PNG, or GIF formats, with a maximum file size of 5 MB.

3. Remark Templates

The remark templates can be used in the Remarks section on the claim forms. To add remark templates, perform the steps below.

• Select the Remark tab and click + Add.

• Enter Name.
• Select the Note Type. The remark can be intended for pre-authorization or a claim. 
• Add Contents for the remark template. 
• Click Save.

Manage Templates

Watch this video for a concise summary.

To edit a template:

• Select the required Template category tab (Memo, Email, Text, or Remarks).
• Click the required template.

• Click Edit.

• Make the required changes.
• Click Save.

To delete a template:

• Select the required template(s).
• Click Delete.

• Click Proceed on the warning modal.

Manage Permissions

Watch this video for a step-by-step explanation.

To enable permissions,

• Navigate to the System Menu > select Practice Settings > Administration > Profiles.

• Click Manage Permissions for the intended profile.

• Select Practice Settings.
• Under Template Settings, select the permissions as suited to your requirements:
  • View Memo Templates or Add/Edit Memo Templates
  • View Email Templates or Add/Edit Email Templates
  • View Text Templates or Add/Edit Text Templates
  • View Remark Templates or Add/Edit Remark Templates
  • Delete Memo Templates, Delete Email Templates, Delete Text Templates, or Delete Remark Templates.
• Click Save.

• On the Confirm Action modal that appears, click Yes to proceed.

• A toast notification appears on the top right stating, 'Profile updated successfully'.

Practices can use this simple guide to add or manage templates for email, text, and remarks in CareStack!

Click here to explore the complete list of permissions and their descriptions.