What you'll accomplish
By the end of this guide, you'll have a shared Google Doc containing 15-20 professionally written, AI-polished patient communication templates — covering the most common portal messages, phone scripts, and patient instructions your team sends. Everyone on the team pulls from the same document, keeping communication consistent and reducing time spent writing from scratch.
What you'll need
- A free Google account (for Google Docs + Drive)
- ChatGPT, Claude, or Gemini (free version is fine)
- 60 minutes to build the initial library
- Cost: Free
How-To Guide: Build a Team-Wide Patient Communication Template Library
Step 1: Create a shared Google Doc for your template library
Go to docs.google.com → "Blank document." Title it: "[Practice Name] — Patient Communication Templates." Click "Share" (top right) → enter your office manager's email and any MA colleagues → set to "Editor" so they can add templates too.
What you should see: A blank document shared with your team.