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Canned replies are used to save time when you want to send patients similar messages and do not want to type the same thing over and over again.  Examples include text and email messages for:

Save typing with reusable text and email templates for missed appointments, rescheduling, directions, review links and reactivation

What are canned replies used for in text and email messages?

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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