Saving an Email Template

You can save email templates in DrChrono's Send Email feature for future use.

Note: DrChrono prohibits sharing PHI (protected health information) via the Send Email feature.

1. Go to Patients > Send Email.

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2. Write Out Your Email. Make sure to fill out the Email Subject. This gives your template a name. You can view a preview of your email on the right. When you have completed your message, click Save Template. Send_Email_Template_Enlarged.png

4. The Email Template will be saved. Select the template from the Load from Template menu and it will autofill the body of the email.


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5. If you'd like to make changes to an existing template hit Save Template after making changes to an existing template. You can also Save as New Template if you'd like to keep the original template and the template you made changes to.

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