Communication Templates

Portal Management — reusable SMS and email messages for patients and clinics

Ask Copilot:

Edit on the right, watch the preview update.

Pick a template from the list to load it into the editor. Drop in {{variables}} from the chip helper — they resolve to real data when the message sends, and the Preview shows exactly how it'll read with sample values. Save updates this template, Duplicate forks a copy to tweak, and New starts from blank.

Patient messages6

Template name

Channel

SMS keeps it short and has no subject line; Email adds a subject and supports longer bodies.

Message body

152 characters · 1 SMS segment(s)

Insert a variable

Preview

Text message

Hi Maria, your Biest 2.5 mg/g Cream (RX-700114) is ready at 1QRx Pharmacy. Pick up by Fri, May 30. Questions? Call (407) 555-0100.

Sample values · Maria Alvarez · RX-700114 · Biest 2.5 mg/g Cream. Unresolved tokens render as-is so you can spot typos.

Last edited 2026-05-27 · S. Carrow