How to: Set and Use Chat Categories
Template Categories allow you to organize your Chat Templates. To learn more about Chat Templates and their functionality, please visit How to: Set Chat Templates. Template Categories can be customized to meet your organizations needs, some common options are by location, theme, or topic. To learn more about creating and using Chat Template Categories, please follow the steps below.
Enable and Create Chat Template Categories
Before the message template categories will appear in chat, the function Add Template Category must be enabled.
- Click Settings
in the top menu bar.
- Choose Chat
as your Setting type.
- Check the box for Add Template Category.
- Press Add Category
to add a new template category.
- In the box that appears, type the name of the category you would like to add.
- Optional: From the Select drop-down menu, choose which locations (clinics / offices) will have access to the category and the templates associated with it. This allows you to limit the view of specific templates to a particular location.
Note: By default, the category will be available to all locations if no selection is made.
For more information about location clinics or offices, visit: How to: Create or Edit a Clinic / Office- Repeat steps 5 and 6 until you have added all of your categories.
- Select Update
to finalize your changes.
- These Categories are now ready to be applied to a chat template.
Note: For a category to appear, it must first be applied to the template. To learn more visit: How to: Set Chat Templates
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