How to Create an SMS Template Follow

To create an SMS template in HealthEngine Recalls, navigate to the ‘Templates’ link at the top left of the Recalls tab in Practice Admin.


 Click on the ‘Add template’ button. You will be directed to the ‘Create Template’ screen, where you can now create a custom template.


In the ‘Name’ box, type in a name that will make the SMS template easily identifiable for future usage, e.g. for a blood test recall template, an ideal name would be ‘Blood Test’.

In the ‘Content’ box, add the body text of the recall message. You can use the recommended 'relevant code' to add message content that will prefill the message with information specific to the patient when you create an SMS recall, saving you having to manually customise each SMS 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.

That’s it! You have now successfully created an SMS template.

If you have any questions or concerns about this process, please contact our friendly Support staff by emailing with your query.


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