Customise mail templates

Go to [Settings] > [Communication] > [Email templates]. Click the icon  next to a template to modify the template.

Select the title and sending address for the template at the top. The 'Dynamic' option ensures that the practitioner's email address is used. The title is only shown within Crossuite itself, the subject of the email will be visible to the patient. Add a document or image as an attachment with the 'Attachments' option at the bottom of the page. Click 'Modify' to adjust the content of the email.

Within the email itself, various framed fields or auto-fields are displayed. These fields are automatically filled in using the data of the patient, the appointment, or the practitioner.

These auto-fields are also available for the subject of the email. Click on the text in the subject to find the auto-fields on the left.

When entering text, click on 'Merge Tags' to select these auto-fields.

Once you have applied the changes, close the screen using the cross in the top right corner. The changes are automatically saved here. Click 'save' at the bottom to apply the changes, or click 'save as' to save this as a new template.

Certain email templates must still be selected in the corresponding setting to be used as a default email. For example, for Finances, this is set in Settings -> Finances -> Invoicing -> Print & mail.

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