Engage - Customize Your EasyFill Templates

EasyFill sends text messages to clients alerting them to openings in your schedule. Customize these messages for your practice.

1. Click Engage from your PracticeQ toolbar.
2. Click Templates → EasyFill.
3. Under the Manage Settings heading, you will see four message templates:
   1. Approval Template
   2. Denial Template (this is only available if Notify Denial is toggled on in your EasyFill settings)
   3. Request Single Template
   4. Request Multi Template
4. Click on each template to view the wording.
5. If desired, edit the message in the text box. 
6. Add or remove Variables as needed. Note: Do not remove the Month Day or the HH:MM,AM/PM variables, as they pull the appointment date and time.
7. Review the message preview on the right and click SAVE.

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To learn more about Engage and how you can add it to your PracticeQ account, click here.