Correspondence Data Tags/Merge Fields

 

Data tags can be used to automatically insert data into patient correspondence. To use a data tag simply include the tag, surrounded by square brackets, inside of your patient communication.

When you are writing a new template for your correspondence, you should fine that they data tags are available to view. You can highlight from the list, copy and paste into your correspondence.

When the correspondence is saved and printed or sent, the relevant data will be pulled in and replace the tag.

Below are the data tags that we currently support. If you require something that’s not on the list then please contact support.

Patient Tags

  • [patient_id] - The patient’s ID
  • [patient_title] - The patient’s title
  • [patient_first_name] - The patient’s first name
  • [patient_last_name] - The patient's last name
  • [patient_address] - The patient’s address on a single line
  • [patient_address_long] - The patient’s address on a multiple lines
  • [patient_phone_number] - The patient’s preferred phone number
  • [patient_email] - The patient’s email address
  • [patient_date_of_birth] - The patient’s date of birth
  • [patient_dentist] - The name of the patient's preferred dentist
  • [patient_doctor] - The patient’s doctor’s name and address
  • [patient_next_appointment] - The date and time of the patient’s next appointment. If the patient doesn’t have an appointment, no future appointments will be displayed
  • [patient_next_exam] - The date and time of the patient’s next exam appointment
  • [patient_next_scale_and_polish] - The date and time of the patient’s next scale & polish appointment
  • [patient_last_appointment] - The date and time of the patient’s last appointment
  • [patient_last_exam] - The date and time of the patient’s last exam appointment
  • [patient_last_scale_and_polish]- The date and time of the patient’s last scale & polish appointment
  • [patient_last_fta_appointment]- The date and time of the last appointment that the patient did not attend
  • [patient_account_balance] - The patient’s account balance
  • [patient_custom_field_1] - The data stored in the first patient custom field
  • [patient_custom_field_2] - The data stored in the second patient custom field

Practice Tags

  • [practice_name] - The name of your practice.
  • [practice_phone] -  Your phone number.
  • [practice_address_line_1] - The first line of your address.
  • [practice_town] - The town where your practice is located.
  • [practice_postcode] - Your postcode.

Treatment Plan Tags

  • [treatment_number] - The ID of the treatment plan.
  • [total] - The total amount of the treatment plan.

Appointment Tags

  • [appointment_time] - The start time of a patients appointment
  • [appointment_practitioner_name] - The name of the practitioner John Smith
  • [appointment_practitioner_name_formal] - The formal name of the practitioner, e.g. Dr J. Smith

Other Tags

  • [date_today] - Today’s date