Email Templates

Email Templates are reusable subjects and messages for onboarding, reminders, post-visit follow-up, and administrative communication. They are separate from SOAP templates, which control generated clinical notes.

Find and organize templates

Search template names, subjects, and message text. Filter to Favorites, Onboarding, Reminders, Post-visit, or Admin, and sort by Most used, Recently used, or A–Z. Select the star to add or remove a favorite.

Favorites belong to the current user. Usage changes only when a message is sent, so opening a template or abandoning a draft does not affect its ranking.

Create or edit a template

Choose New template, then add a name, optional category, subject, and body. The body supports markdown for bold, italics, and bulleted lists. Use Write to edit and Preview to check the rendered message.

You can also duplicate an existing template and edit the copy. Noctune warns before discarding unsaved changes.

Add merge fields

Type { at the cursor to open the searchable field menu. The editor displays a recognized field as a labeled chip.

Group	Available values
Patient	Patient’s name, species, breed
You	Your display name
Practice	Practice name, phone, email
Date	Today’s date

Preview uses example values to show the finished shape. An unrecognized or unresolved field appears in amber.

Insert into a message

From the library, choose Insert into message. You can also choose Templates inside a new message or reply.

When inserted:

the subject fills only when the current subject is empty
the body is appended without replacing text you already wrote
sender, practice, and date fields resolve from the active workspace
patient fields resolve when a recipient matches an owner email on a patient record
Undo restores the draft to its pre-insert state

Before sending, Noctune identifies fields it could not resolve. Correct the recipient or source record, edit the message, or explicitly choose Send anyway. Sending anyway leaves that field text in the delivered email.