Attaching an Email Template to a Vision+ Practice List

Vision+ Email Merge/Recall (6:23)

To use email templates in Vision+, for example, Seasonal Flu Vaccination Programme, that are downloaded from Download Web Files, you must attach the required email template to the relevant Vision+ practice list. This process is the same as attaching letters and SMS templates.

Note - You do not need to do this for mail merging Patient Groups or QOF/QAIF pathways.
  1. From the Windows Notification Area, right click Vision+ Vision+ Icon in Notification Area and select Practice Reports:

  2. Select Practice Lists:

  3. Select Attach Merge Template .
  4. Next, from the User Protocols screen select the Vision+ pathway you want to apply the email template to and select Attach :

  5. The Letter Templates screen displays. Select Email :

  6. Select the email template, you want to attach to the pathway, from the list provided and then select Open:

    Note - This list only displays email templates as defined by the file type.
  7. The email template is now added to the Letter Templates screen for the selected Vision+ pathway:

  8. Select OK to close. You can now select the email template when sending an email for this Vision+ pathway.
    Note - You must do this for each new email template you create and each new/updated Vision+ practice list.
You can now recall your patients by email, see Recalling Patients by Email for details.
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