Designing a CKD Invite Letter/SMS Template

To design a recall template letter or SMS template:

1. From the Practice Lists screen, click Merge Templates .
2. The Letter Templates screen, shown below, allows you to manage the list of letter and SMS templates you have created.

   

   The next step is to design the letter template or SMS template. To do this:

   • See Creating a New Recall Letter Template.
   • See Creating a Recall/Healthcare Invite SMS Message Template.