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Creating SMS Templates
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Select Configure > SMS Templates (if you cannot see this, you will need higher security)
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Enter a unique Code for the new SMS template.
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SMS templates can be created/edited under Configure->SMS templates
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From here you can either choose an existing template using the Select an Email Template button
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or create a new one by clicking the +1 button
If creating a new template enter a code
Type a description of the Template (e.g. Appointment Reminder)
The 'Truncate To' field controls the maximum length of SMS messages to be created, and how many SMS credits you are charged for each one, based on its length.
Each SMS is 160 characters. Any characters after the limit will be truncated and will not be sent. The message does not take merge fields into account so make sure there are enough characters to cater for any merge information you have requested.
In the large white box, type the text to appear in the SMS message.
The total character count, and the number of SMS messages it represents, will appear below the box.
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If you need to source information from the EXACT database when you use the template (Patient Name/appointment info etc) you can use merge fields. To add merge fields, click the View Merge Fields button at the bottom of the screen. This will display the Letter Merge Fields window:
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To get the merge field into the document, use the clipboard as follows:
Highlight the merge field(s) that you require (you can hold down SHIFT for multiple selection)
Press CTRL-C on the keyboard, or click the Copy Field(s) to Clipboard button to copy the field(s) to the clipboard
Position the mouse cursor in the document or template at the point where you want the merge field(s) to be inserted
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NOTE: Due to the variable length of text inserted by a merge field, the character count will not accurately indicate the total character count, but provides only an indication of message size. |
5. The 'Truncate To' field controls the maximum length of SMS messages to be created, and how many SMS credits you are charged for each one, based on its length.
If you accept the default, or if SOE is not your SMS provider only one message of no more than 160 characters will be created. Any characters after the limit will be truncated and will not be sent.
If you wish to send a message of more than 160 characters, click the drop-down button to choose the maximum number of messages to send. For instance, if your message is close to the 160-character limit, and has merge fields included, then select 2 SMS's from the drop-down. This means if the message does happen to go over 160 characters in length, the recipient will still be sent the full message, unless it exceeds 306 characters, in which case it will be truncated.
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Press CTRL-V or RightClick>Paste to insert the clipboard content.
You can also type the merge field out manually in the format of [patient.dentistname]
When you have finished editing the template, click the button to save it.
Example:
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Editing SMS Templates
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Deleting SMS Templates
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Select "SMS Templates" from the Configure menu.
Click the template selection button.
3. Click on the template you wish to delete and click ok.
4. Click the delete button at the top of the screen and confirm the prompt.
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