Communication Templates

Overview

Communication templates in Welkin allow care teams to send consistent, pre-written messages to patients without composing each message from scratch. Templates support dynamic variables to personalize messages with patient-specific information.

Accessing Templates

From the Communication Center, click the Templates icon when composing a message. You can also manage templates from the Care Portal settings or via Designer.

Using a Template

1. Start composing a new message (email, SMS, or other channel)

2. Click the Templates or Insert Template button

3. Browse or search for the template you want

4. Click the template to insert it into your message

5. Review the populated message, modify if needed, and send

Template Variables

Templates can include variables that are automatically replaced with patient-specific data, such as:

• {{patient.first_name}} – replaced with the patient's first name

• {{patient.appointment_date}} – replaced with their next scheduled appointment

• {{care_team.name}} – replaced with the sending clinician's name

Available variables depend on your organization's configuration.

Creating Templates

Templates are created and managed in the Welkin Designer. To create a new template:

1. Log in to Designer

2. Navigate to Communication Templates

3. Click + New Template

4. Select the channel (Email, SMS, etc.)

5. Write the template content using variables as needed

6. Save and publish the template

For Designer configuration, see the Designer documentation.