ThriveLabIT Message Templates
Domain: Communications & Support | Type: Custom (active)
Full reference: CRM Modules Guide
What is it?
Library of reusable message bodies for staff outbound communications. Staff selects a template when composing SMS, SHM, or email messages to patients — avoiding free-form text errors and maintaining consistent messaging.
Who Manages Templates
William Canizalez owns the IT Message Templates module. Ask him for:
- Available templates catalog
- Template updates or corrections
- Adding new templates
Template Types
| Type | Used For |
|---|---|
| SMS Templates | Outbound SMS via Twilio (appointment reminders, follow-ups) |
| SHM Templates | Secure Health Messaging replies |
| Email Templates | Patient email outreach |
How Staff Uses Templates
- Open message compose window (SMS or SHM)
- Select template from IT Message Templates
- Template body auto-populates
- Staff edits variables (name, date, etc.) as needed
- Sends
Template vs Workflow Automation
| IT Message Templates | Workflow-triggered Messages | |
|---|---|---|
| Trigger | Manual — staff selects template | Automatic — rule fires on event |
| Control | Staff has choice | Automatic, no staff action needed |
| Use case | Custom outreach, replies | Appointment reminders, onboarding sequences |
Related Modules
- SMS Messages — Templates used for SMS outreach
- Chats — Templates used for SHM replies
- Patient Messages — All sent messages logged here
Full reference: CRM Modules Guide