How to Change Your SMS and Email Templates in Healthbridge Nova

Follow these steps to create or modify SMS and email templates in Healthbridge Nova.

Step 1: Access Template Settings

  1. Log in to Healthbridge Nova.
  2. Click on the ‘Admin’ tab from the main menu.
  3. Select ‘Settings’ from the left-hand panel.
  4. Click on ‘SMS and Email Templates’.

Step 2: Create or Edit a Template

To Create a New Template:

  1. Click on:
    • ‘New Email Template’ to create an email template.
    • ‘New SMS Template’ to create an SMS template.

 

To Modify an Existing Template:

  1. Locate the template you want to edit.
  2. Click on the pencil icon next to the template.

Step 3: Customize the Template

  1. Update the following fields:
    • Template Name
    • Template Description
    • Add variables within the message for personalization.

Step 4: Preview and Save

  1. Click ‘Preview’ to check how the message will appear.
  2. Once satisfied, click ‘Save’ to apply the changes.

Your SMS and email templates have been successfully updated in Healthbridge Nova! 

 

Click below to watch a quick tutorial