Using Tags to Prefill Templates

Brief Overview 

Tags are used to pre-populate relevant information into templates from various places in Clinic to Cloud, such as:

  • Patient details
  • Recipient details
  • Appointment details
  • Practice and Provider details
  • Clinical Information, such as consult notes and current medication 

This article shows you the different places you can use tags to streamline your workflows.

 

Instructions

Email and SMS Notifications

For Email: 

1. Go to Settings > NotificationsAdd New Email Notification Template.

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

EmailSMS._Email_Tags.png

For SMS: 

1. Go to Settings > NotificationsAdd New SMS Notification Template.

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

EmailSMS._SMS_Tags.png

 

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.

PatientPortal._Tags..png

 

Documents and Letters

1.  Go to Settings > Template Library > New Template Library.

2.  Select a template to Edit or click Create to start a new one.  

3.  Select from the below Tag categories located in the Toolbar of the editor.

DocsLetters._Tags.png

 

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.

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

 

1. When creating a Template with Tags, it will look like this:

AddingTags._Template_Creator.png

2.  When using the template to create a Letter, it will look like this: 

AddingTags._Letter.png

 

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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