Email Workflow Event Template

Email Workflow Event Templates are pre-configured emails that help streamline your Practice’s email communication, making it faster, more efficient, and less prone to errors. These templates are ideal for repetitive tasks such as sending referral letters, appointment reminders, follow-ups, or official notifications, allowing you to focus on Patient care rather than manual messaging.

By standardising emails through Email Workflow Event Templates, the Practice ensures that all communication remains consistent, professional, and compliant with both operational and legal requirements, while maintaining a polished and reliable standard across all recipients.

💡Please Note: These templates are set up per Entity, allowing each Entity to customise emails to its specific operational needs, recipient types, and workflow requirements.

Web App:

Roadmap: NB > B Settings - S Settings > T Entity Settings > P Workflow Event Templates > DM Choose event Type to Add Template for... > Email > B Add Template - S Workflow Event Template

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