Template Maintenance

Regardless of which type of Template you are creating, you will always have to come to the Template Maintenance screen first.

Here you need to select the Branches, Type and Method of your Template, as well as all the Merge Codes you wish to include.

Template Types

There are 5 Templates Types within Optisoft.NET. These are:

Standard - For use within the Patients Module

Recall - For use within the Recall Module

Notification - For use within the Appointment Module

Enclosure Insert - For use within the Recall Module but specifically for use with Enclosures. Templates of this Type can only be of Method 'Letter'.

Cash - For use within the Cash Module. Templates of this Type can only be of Method 'Receipt'.

Template Methods

There are 5 Template Methods within Optisoft.NET. These are:

Letter

Email

SMS

ToDo

Label

Merge Codes

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