wawa fertility

How do I create and use note templates?

Use blueprints to automate and group the sending of action items to patients.

How do I create and send blueprints?

Variables can help speed up and pre-fill information in your notes and letters.

Pre-fill information with Variables

You can add drop-downs to letters and note templates

How do I use drop-down menus in templates?

Snippets make it easy to reuse common pieces of text across notes, letters, and other text fields

Creating and using snippets

Tobias Otto

Kiera Frances Martin

Learn some helpful tips for setting up automation tools and templates for added efficiency in your operations.

Communication Tools and Templates

Create a custom design with text, images, and links

Find answers and get help from Intercom Support and Community Experts

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