Engage - Build Your Template Library

Engage provides default templates for quick messaging. Personalize the defaults or create your own!

Create a Message Template

1. Click Engage from your PracticeQ toolbar.
2. Click Templates → Patient Communicator.
3. You will see a list of default templates. To view/edit a default template, click its title. 

   

4. To add a new template, click Create new template. 
5. In the editing window that opens:
   
   1. Name the template
   2. Enter the template message 
   3. Add Variables, if desired, to pull in client and practice information
6. Confirm that the Preview on the right looks correct.
7. Click SAVE.

Send a Templated Message

1. Select Patient Communicator from the Engage toolbar.
2. Click Start Conversation.
3. Select the contact and open the message thread.
4. Click the three line icon and select your desired template from the list.
5. The templated message will populate in the message box; edit as needed.
6. Click SEND.

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