SMS Workflow Event Templates are pre-configured messages that you are able to send to Debtors and Patients. These templates are designed to streamline repetitive tasks, such as sending appointment reminders, payment notifications, follow-ups, or health-related alerts, saving time and reducing the risk of human error.Â
By standardising messages through SMS Workflow Event Templates, the Practice ensures that communication is consistent, professional, and compliant with operational and legal requirements.
💡Please Note: These templates are set up per Entity, allowing each Practice to tailor messages to its specific operational processes, Patient engagement needs, and workflow requirements.
Web App:
Roadmap:Â NBÂ > B Settings - S Settings > T Entity Settings > P Workflow Event Templates > DM Choose event Type to Add Template for... > SMS > B Add Template - S Workflow Event Template