Saved Messages

Quickly reply to common inquiries by saving your frequently-sent messages to use again and again.

Creating a Saved Message on the Mobile App

Saved message creation and search on mobile from Spruce Health on Vimeo.

PLEASE NOTE: Saved Messages on mobile can only be created from messages that have been sent in the past.  If the message you want to save has never been sent before, create an internal Team Conversation and draft and send the message before moving on.

  1. Find the message you have sent that you'd like to save
  2. Press and hold on the message
  3. Select “Save Message” from the menu that appears
  4. Give the Saved Message a title and decide it you want anyone on your team to be able to access it. 
  5. Tap the “Save” in the upper right hand corner. 

Creating a Saved Message on the Web

How to create a saved message on the Web App from Spruce Health on Vimeo.

How to create a saved message - three ways!

From a message you've already sent:

  1. Find the message you have sent that you'd like to save
  2. Click the three vertical dots next to the date of the message
  3. Select 'Save Message' from the menu
  4. Enter the title for your Saved Message
  5. Click the 'Save' button

From the Saved Message icon:

  1. Click the Saved Message icon (the speech bubble with a star on it) or type a space and then a dot " ."
  2. Select "Create" from the menu that pops up

From the Settings page:

  1. Navigate to Settings and click on "Saved Messages"
  2. Click "Create" to make a new saved message

You can share the Saved Message with everyone on your team by toggling 'Save to Team' to the 'on' position (blue). This will allow everyone on your team to use the Saved Message. If you do not toggle this option on, only you will be able to use the Saved Message.

Using a Saved Message

Saved Messages are easy to insert just by typing " . " You can even insert multiple Saved Messages into one reply. Think of them like snippets. You can combine several to create a tailored message for your patient, all in a few keystrokes.

  1. While writing in the message compose area, leave a space and then type a period " . " A menu of Saved Messages will pop up. Keep typing to search for the Saved Message you want to use. Alternatively, you can press the icon of a starred speech bubble to pull up the menu.
  2. Select the Saved Message you'd like to use from the list.
  3. The text of the Saved Message will appear in the message compose area, and any attachments that are part the Saved Message will appear as attachments. You can then edit and add to the message before sending.

Tip: Title your saved message with no spaces so that it is easier to search with "." later! Don't worry, your recipient won't see your title. 

Editing a Saved Message

  1. While composing a message, press the icon of a starred speech bubble and select "Manage Saved Messages"
  2. Select the Saved Message you’d like to edit from the list
    1. On iPhones swipe left of the message and tap edit
    2. On Android press the three dots and select edit from the menu
    3. On the web click the three little dots then select edit. 
  3. Edit the message title or body
  4. Press the save button to save your changes

Any teammate with access to a Saved Message can edit or delete it.

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