{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/35b0828b035b42be8019e7cf1d960271\" frameborder=\"0\" width=\"1920\" height=\"1440\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1440,"width":1920,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1440,"thumbnail_width":1920,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/35b0828b035b42be8019e7cf1d960271-c68d0ea349bba4c4.gif","duration":2506.48,"title":"Document and Calendar Templates + Appointment Reminders","description":"This Loom explains how to build and standardize document templates first, then configure appointment scheduling and reminder workflows in the app. It covers document template tools such as headers, text boxes, tables, dropdowns, file blocks, and drawing blocks, emphasizing the use of variables and snippets so staff do not manually type patient or owner details. The presenter also outlines key template settings like required fields, number of signatures, sharing with RDVMs, and the option to lock templates to prevent changes. For appointments, the Loom describes four connected building blocks: appointment types, staff groups, time slot templates, and reminder rules, including how reminders can send emails and text messages at set times and how messages are previewed and tested."}