Broadcast templates are messaging templates with pre-set text to make sending common messages quickly within Updox.
Step1: From within Updox, click Menu - Admin - Broadcast Configuration. You must be an Updox Admin to access this option. Click on Templates, then ‘New’.
Step 2: Choose which message delivery that you’d like to create a messaging template. For this example, we will choose ‘Email’.
Step 3: Name the message template, provide a Subject, and type the message body in the Message field. Ensure ‘Active’ is checked when you are ready for it to be used, and click ‘Save’.
Step 4: Using variables will pre-populate your text with the information that is in Updox. For example, if your practice name is ‘Updox Family Practice’, the above example would end with:
Updox Family Practice
Variables are a great way to personalize the message for your patients and your practice.
Tip: Templates that are ‘Active’ will be available under ‘Message Template’ when sending a Broadcast.
Tip: Text Broadcast templates must be under 140 carriers to comply with carrier rules. Preview is available on both text and phone templates.