Whenever you want to send an email to a patient from your practice THROUGH Teamio - whether it’s through Automation Workflows, or Patient Follow-ups, you’ll need to create Email Wiki Templates for each message you’d like to send.

The actual email text or the body of the email is based on templates.

Here’s a video that’s going to cover the following:

• How to create an Email Template on Teamio Wiki
• How to send a test email to a test patient on Open Dental, so you can see how it looks on your mobile device, or on a desktop before the real email goes out to patients.

https://youtu.be/RfS6UiFr0Wo