Creating an Email Template

Before you send emails to patients you must set up an email template, to do this:

1. From the Windows Notification Area, right click Vision+  and select Practice Reports:

   

2. Vision+ Practice Reports opens by default on the QOF/QAIF page:

   

3. Select Merge Templates .
4. The Merge Templates screen displays, select Email to create a new email template:

   

5. The New Email Template screen displays:

   

   Complete as follows:

   • Name - Type a name so that you can distinguish your template type in the Merge Templates screen. The patient does not see this text when they receive the email.
   • Description - Add the email content. This is what is included in the email to your patient(s).
   • Add Mail Merge Field - The following merge fields are available:

     

     • Notes Kept At
     • Title
     • Surname
     • Forenames
     • DOB
   Training Tip - Set the email subject line and signature in Settings, see Settings - Email.
6. Select OK to save the email template to the Merge Templates list.
7. Select Close to close the Merge Templates screen.