What Is A Tag

Tags are used to fill in relevant information into templates to assist the practice with time efficiency and to save having to write and remember important information into the letters/SMS/Documents ect. 

When creating a template the tags will appear with a square bracket Eg: [PatientFirstName] When you see these in your templates the information relating to that particular tag will fill into the template based on the patient information when you are creating it. 

In the example below the tags are indicated in red in the template before the letter is created

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Once the letter is created these fields have now filled in based on the patient. Tags indicated in red. 

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Tags are found on the left panel in the following locations. 

Document templates (Settings >> Document Templates)

SMS templates How to Set Up Appointment SMS Notification

Email Notification How to Change Patient Portal E-mail Notification

 

 

 

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