Using Tags to Prefill templates

Tags are used to pre-populate relevant information into templates from, such as:

  • Patient Details
  • Recipient Details
  • Appointment Details
  • Clinical Information, such as consult notes and current medication (letters only)
  • Voice Recognition dictation (letters only).

Users with Practice Admin role can create templates using tags for the practice.

 

Documents and Clinical Letters

1. Go to Settings > Document Templates.

2. Select from the below tags located on the left of the editor

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Email and SMS Notifications

1. Go to Settings > Notifications

2. Select from the below tags located on the left of the editor

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Patient Portal Welcome email

1. Go to Settings > Notifications > New Patient Notification

 2. Select from the below tags located on the left of the editor

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Adding Tags to templates

Tags will appear on the left side of the template creator. When tags are added into the template, they will appear with a square bracket around them Eg: [PatientFirstName].

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Please be mindful of spacing between fields when adding tags (for example, adding a space between [DoctorSalutation] and [DoctorFirstName].

 

Related Articles

How to Set Up Appointment SMS Notification

How to Change Patient Portal E-mail Notification

Adding a Signature to your template

 

 

 

 

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