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Email Templates

Email templates allow you to create reusable email content for common communications, saving time and ensuring consistency across your practice's patient communications.

Accessing Template Management​

Select Setup > Manage E-mail Document Templates or Setup > Manage E-mail Signature Templates from the menu.

Template Types​

InSched supports two types of templates:

Document Templates​

Full email body content used for the main message. Examples:

  • Post-consultation follow-up
  • Pre-surgery instructions
  • Post-surgery care instructions
  • Appointment reminder
  • Marketing communications

Signature Templates​

Email signature blocks appended to the end of messages. Examples:

  • Provider signature with credentials
  • Practice contact information
  • Office hours and location
  • Legal disclaimer

Managing Templates​

The Template Management dialog provides:

  • Template List - Shows all saved templates of the selected type
  • New - Create a new blank template
  • Import from File - Load a template from a file on disk
  • Import from Letter - Convert a stored letter document into an email template
  • Rename - Change a template's name
  • Edit - Open the template in the RTF editor for modification
  • Delete - Remove a template

Creating and Editing Templates​

Templates are created and edited using InSched's built-in RTF (Rich Text Format) editor, which provides:

Formatting Tools​

  • Font selection (typeface, size, color)
  • Bold, italic, underline, strikethrough
  • Paragraph alignment (left, center, right, justified)
  • Bulleted and numbered lists
  • Tables
  • Headers and footers

Merge Fields​

Templates can include merge fields that are automatically replaced with patient-specific information when the email is sent:

  • Patient name, date of birth, address, phone
  • Appointment date and time
  • Provider name
  • Procedure information
  • Practice information

This allows a single template to generate personalized emails for each patient.

Additional Features​

  • Search and replace
  • Spell checker and thesaurus
  • Page setup and margins
  • Print preview
  • Styles and themes

Using Templates​

When composing an email or configuring email send options:

  1. Select a Document Template from the available list for the email body
  2. Select a Signature Template from the available list for the email signature
  3. The template content is merged with patient data and combined into the final email
  4. Preview the result before sending

Snippets​

For shorter reusable text blocks (not full templates), InSched supports snippets - pre-written text fragments that can be quickly inserted into any text field. Snippets are managed through the snippet editor.