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Hints & Tips

Templating – A Quick Guide

By February 13, 2024February 26th, 2024No Comments

Good communication with your patients is vital to improving their experience of your GP practice and ensuring better health outcomes. Making sure that patients are aware of your practice information and services will also increase their engagement and reduce the number of queries that your practice team receive.

We’ve developed our Envisage Templating feature to enhance your patient communication by allowing you to quickly and easily share a range of information about your practice using your Envisage Waiting Room TV screens, but what exactly is Templating and how does it work?

What is Templating?

Templating is an innovative feature available with the Envisage Waiting Room TV system that allows you to create a variety of eye-catching slides that can be displayed on your waiting room screens.

There are a range of templates available with Envisage and all of them are predesigned – all you need to do is add your text and images. This means that they can be created in minutes, and no design experience is required to create professional looking and engaging content.

All templates can be fully branded to your practice, including your logo and brand colours if required, and you can make unlimited changes to them.

What can I display?

Access to Templating is included with every Envisage system. There are more than 20 different templates available, and these will allow you to promote a range of information to your patients. This includes:

  • Promoting your additional services and clinics – such as flu vaccinations, smoking cessation clinics and home visits.
  • Making patients aware of your opening hours, out of hours services and other practice information.
  • Sharing information about your practice team – including their names, job titles and images if required.
  • Promoting your Facebook, Instagram, and X (Twitter) profiles.

There are also a selection of blank templates available that you can upload your own images and graphics to in order to promote or highlight anything else you wish!

Templates can be updated as many times as you require, and any changes are displayed instantly on your Envisage screens. This ensures that your messages are always up-to-date and relevant.

How does it work?

The Templating feature can be accessed via the CodaSign interface that is included with every Envisage system. All you need to do is follow these three easy steps:

  1. Choose the template design you want to use from the selection available.
  2. Enter the information that you want to display on the template.
  3. Add the new template to your playlist.

Your waiting room TV screens will update instantly. Any further changes you make to existing templates will be made automatically without having to update the playlist.

If you run into any problems, our dedicated support section has a range of content to answer your queries, and if this doesn’t resolve your issues, get in touch with our technical support team directly who will be happy to help.  

More information

For more information about using Templating, and the other features available with Envisage, please contact us here or call our sales team on 0114 243 3896.

If you are an existing Envisage customer and need any help using the templating feature, then please contact our technical support team on 0114 399 0010, or email: