A template saves you a lot of time and effort.
A template is a file that serves as a starting point for a new document. When you open a template, it is pre-formatted in some way.
if you find yourself creating similar documents over and over again, use a template so that you won't have to format your documents each time you want to make a new one. Simply select the template and start from there.
Use an estimate template to:
- ensure that all written communication with patients is consistent,
- add your branding and contact details,
- ensure that all patients receive the correct information for them.
Creating an estimate template
To add or edit any template, you need to have level 4 permissions.
To locate your Templates go to Settings > Templates.
We STRONGLY recommend that you start by duplicating one of the existing templates and making changes as required
To create a new estimate Template, select New Template.
We STRONGLY recommend that you start by duplicating one of the existing templates and making changes as required. Select Copy existing Template and select from the list. This will add all the formatting without you having to edit the Styles.
Add the Template name.
Add the Greeting into the Salutation field.
Create your message, using the available data tags.
We STRONGLY recommend that you do NOT Edit the Template Style unless you are familiar with CSS. If you need help with the Template, please contact Dentally Support.
If you want details in the Footer, add them into the Footer field.
If you want to add Terms and Conditions, add them into the Terms field.
When you are happy with your Template, remember to Save it.
Using an Estimate Template
Once created, you can choose from different templates when you produce the estimate. For help with creating an Estimate go to the Creating an estimate webpage.
Removing an Estimate Template
If you do not wish to use a particular template any more, you can remove it from the list of available template options by going to the Settings > Templates menu, editing the Estimate Template and setting its 'Active' status to 'No'.