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Clients
- Using the record system
  - How to use the Registration Portal
  - Making a Notes & Files record
  - How to add a Client
  - Your Clients in the MERIDIQ solution
  - How to Merge duplicates
  - Update the Client’s information
  - Export a Client’s record
  - Do you want to send information to a Client?
  - How do you upload images of the Client?
  - How can you create Before/After images?
  - Approve the client's Personal Consent
  - How do you add a client Procedure record?
  - How does the client sign a Letter of Consent?
  - How do you add a quick note about the client?
  - How do you view/edit a client's Booking Records?
  - How do you view/edit a client's Booking Records?
  - How do you add a Questionnaire to a client?
  - How do you copy a Procedure record?
  - How do you verify a Client?
  - How do you add Next of Kin?
  - How to select what fields to show in the Clients list view?
  - How to send Questionnaires, Letters of Consent, or Files manually to the client's e-mail?
Record System
- Using the record system
  - How to use the Registration Portal
  - Configure the Record System
  - How do you create or edit a Letter of Consent?
  - Customize your own Questionnaires
  - Before and after pictures consent
  - Submit Draft - Submit and Sign
  - Creating Text Templates
  - Download and/or view the Client Questionnaire
  - Add decimals and text in images
  - Change the Registration Portal Language
Booking System
- Using the booking system
  - Where can you view your or your colleague's Bookings?
  - Create a Booking manually
  - How to create your Services
  - Configure your Booking Page
  - How to share your Booking Page with your clients
  - How do you create a Schedule?
  - How to create Categories for your services
  - Configure your Booking System
  - How to add your Private Time Booking
  - How to Add Double Bookings for a Practitioner
  - How to Drag and Drop Bookings in Booking View
  - Change the Booking Portal Language
  - Service Schedule
  - Direct links to Categories and Users
  - Connect Questionnaires and Letters of Consent (LoC) to a Service
  - How to Create a Group Booking
  - How to hide your bookable service in the booking portal
SMS
General Settings & Billing
- General Settings
  - General Settings
  - Billing
  - Date Format
  - Client Import
  - Booking Import
New Functions
- New stuff
  - New Features
More

Creating Text Templates

How to add Text Template

Last updated on April 4, 2023

Templates

Templates help you create Client Records in a faster and more standardized way. It allows you to create a template for a specific procedure and when you later create a record for that procedure you can easily select the relevant template and the text you have written in the template will appear in the procedure text box.

Clicking on ‘Templates’ on the menu bar will lead to the Templates page

You can add additional templates by clicking on ‘ADD’ on the right side or by editing existing templates by clicking the edit Icon.

Note: You can activate, inactivate, or edit templates. Templates can be created for each service you provide.

You are required to fill in the necessary information.

Click on the ‘Submit’.

You can also add Text Templates (Which you already added in the system) when creating a Procedure.

You can also add Text Templates (Which you already added to the system) while creating Notes & Files.

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Submit Draft - Submit and Sign Download and/or view the Client Questionnaire