This article explains how to create or manage an email template for the Email Invoice function in the Manage Statement module.
Creating a new email template is simple with TherapyPM!
Here's how you can create a new email template:
- Navigate to Billing > Patient Statement.
- Click the Manage Statement(s) tab.
- Click the Envelope icon (top right corner).
- The table of Email Templates will appear. Click on the Add Template (top right corner).
- Type the email template body.
- To edit or view the newly created email template, you can use the two icons as shown in the image below.