To create a Letter template in Healthengine Recalls, navigate to Recalls and select ‘Templates’ in your Practice Admin. Once there, click the 'Letter’ tab.
Under your Active Templates, you'll see the option to click 'Create New Template' and be directed to the ‘Create Template’ screen where you can create a custom template.
In the ‘Name’ box, type in a name that will make the SMS template easily identifiable for future usage.
In the ‘Content’ box, add the body text of the recall letter. You can use the recommended 'relevant code' to add message content that will prefill the letter with information specific to the patient - this will save you from manually customising each Letter recall you send.
Once you are happy with the template, click ‘Save Template’. If you wish to cancel the template creation at any time, you can do so by clicking the ‘Cancel’ button.
Adding a Logo
If you wish to add a logo to your custom letter template, navigate to 'Preferences' in the Recalls menu on the left-hand side. Once you scroll down to the bottom of the Preferences screen, you can upload a Header and Footer file under 'Letter settings'.
Editing a Letter Template
To edit a Letter template in the Healthengine Recalls system, navigate to the Templates section of Recalls and select the template you wish to edit.
You will be directed to the ‘Edit Template’ screen where you can change the template as needed - once done, ensure you click the 'Save Template' button for your edited template to be updated immediately.
Deleting and Archiving Letter Templates
To delete or archive a Letter template in the Healthengine Recalls system, navigate to the Templates section of Recalls and select the template you wish to remove. Beside the 'Save Template' button you'll see the 'Archive Template' and 'Delete Template' buttons, select the button corresponding to your practice needs.
Archived templates won’t appear in the ‘Choose template’ drop down list when sending a Letter recall and can be re-added to Active Templates at any time by selecting the template and clicking ‘Save Template’. Deleted templates cannot be re-activated as they are permanently removed from your Recalls system.
Healthengine's Pre-Made Recalls Templates
To help your practice save time, Healthengine has created pre-made Letter templates to use in your Recalls system! To use one of these templates, simply select the 'Templates' tab in the Recalls section of your Practice Admin.
From here, click the 'Add HE default template/s' button then select the default Letter templates you'd like to add before pressing 'Add Templates' - this will add the chosen templates to your 'Active Templates'.
If you experience any issues or need assistance with making changes, reach out to our friendly Healthengine Support Team via phone, chat or email firstname.lastname@example.org