Creating a Message Template

After creating a cohort (as outlined here), the next step is to set up your message template. This is the message that will be sent to your patients during the automations step, whether via e-mail, SMS, or secure portal message.

Step 2: Create a Message Template

If you don’t already have a message template ready, you’ll need to create one:

1. Go to Engage > Message Templates.

2. Click + Add Template.

3. Write your message:

• Create a Name and Subject line for your template.

• Personalize using placeholders (e.g., {Patient.first_name}).

4. Click Save.

You’ll use this template in the next step.

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