In the Send Mass Email window, click Setup Templates.

Create custom templates to send to patients, or use a default template added by Open Dental. All templates can be edited and are HTML capable.

• New Template: Create a new email template. See below for details.
• Import: Import an HTML file to use.
• Edit Template: Edit the currently selected template.
• Copy: Make a copy of the currently selected template.
• Examples: Click to add pre-loaded examples. The following window will open.
  
  Highlight the template wanted, then click Add to add it to the Saved Templates list.

Clinic: Use the clinic dropdown to only view templates specific to the selected clinic.

• To add a template for a specific clinic, that clinic must be selected in the Main Menu of Open Dental.

Create or Edit Templates

Click New Template to add a new email template, or click Edit Template to edit an existing template. The Mass Email Template window will open.

• Template Name: Enter the name of the template.
• Subject: Enter the subject as seen in the recipients inbox. Use Subject Fields to insert data (e.g. patient name or office information).
• Plain Text Body: Enter the email as plain text. Do this before adding HTML. Enter Body Fields to insert data (e.g. patient name or office information).
• Delete: Click to delete the selected template.
• Edit HTML Body: After the Plain Body Text has been added, click to add HTML to the email. See HTML Email.
  • If attaching Images to the HTML email, they must be no more than 500kb in size. Images can be in .bmp, .cur, .gif, .jfif, .jpeg, .jpg, .ico, .pjp, .pjpeg, .png, .svg.

Click OK to save.