Create and Manage Email Templates

This article will help you create, manage and use eBroadcast templates which can help speed up the process of creating and sending broadcasts. You will want to prepare your custom template before you create your broadcast.

Note: The New Invoice and eClaims Insurer Response templates are used to populate the Subject and Body of the email and only applies when you email invoices or eClaims Insurer Responses to patients and other recipients. These templates can be modified, however, they cannot be deleted. See the How to Email Invoices article or the Print and Email Responses section of the Create and Submit a Claim to an Extended Health Insurer for more information.

To perform the following procedures, open eBroadcast, then select Templates.

Create New Template

1. Click Add Template.
2. Click edit (top-left) and name your template.
3. Enter the Subject and body, and attach any documents you may want the template to include.
   Tip: You may create your template based on an existing template by clicking Apply template.
4. Click Save.

Edit Template

1. Double-click on a template or click Edit (far-right).
2. Make changes, then click Save.

Delete Template

Note: The New Invoice and eClaims Insurer Response templates cannot be deleted.

1. Click Remove (far-right).
2. Click Yes when prompted.

Rename Template

Note: The New Invoice and eClaims Insurer Response templates cannot be renamed.

1. Double-click on a template or click Edit (far-right).
2. Click edit (top-left) and rename your template.
3. Click Save.