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:

  1. Navigate to Billing > Patient Statement. 
  2. Click the Manage Statement(s) tab.
  3. Click the Envelope icon (top right corner). 
  4. The table of Email Templates will appear. Click on the Add Template (top right corner).
  5. Type the email template body.
  6. To edit or view the newly created email template, you can use the two icons as shown in the image below.