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Preview SMS Templates in Automation

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Centaur Training

In this article you will find the following:

    When creating/editing SMS templates you can preview the content before sending the SMS.  

    1. Go to Location Management > Automation tab

    2. Click Appointments tab > Reminders sub-tab 

      1. Click the Edit mceclip0.png icon to create or edit a template 

    3. Click the Template menumceclip0.png

    4. Click Preview SMS 
      mceclip1.png 

      1. Select Location from the drop down list 

      2. Select Provider from the drop down list

      3. Click which message to preview:

        1. Simple Patient Message

        2. Family Message (include Recipient)

        3. Family Message (exclude Recipient)

      4. Click Preview

      5. Click Close

      6. Repeat for all other Automation types  

     

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