Add personalisation to your patient communications to make them stand out and help patients recognise the communication as being for them.

Merge Fields

Personalisation options are available by using merge fields.

When creating emails, SMS or letters in Presentation Manager, click the Merge Fields option/s to access all available personalisation options.

Communication Personalisation Options

Your options are categorised into the following areas;

• Patient Contact Details
• Family
• Appointments
• Recalls
• Patient Information
• Patient References
• Provider
• Practice
• Specialist
• Doctor
• Miscellaneous
• Smart Sections

💡 Tip: To find out the specifics of each category, click the merge fields button when creating a communication to browse all of your available options.

Adding Merge Fields to Templates

💡Tip: Use merge fields where possible, including practice information. This means that any future changes to the practice information or providers will update all of your templates instantly.

For emails and SMS,

1. Click View Merge Fields.
2. Locate the merge field you wish to add to your communication.
   • Scroll down the full list or select the drop-down menu to filter the list.
3. Click the required merge field, then click Copy Field To Clipboard.
4. Position your mouse cursor in the template where you need the merge field inserted.
5. Click your Right-mouse button and select Paste to insert the clipboard content.
6. Repeat with any other merge fields.

For more detailed information on creating email or SMS templates, see the Creating Email Templates or Creating SMS Templates help articles.

For Letters,

1. All available merge fields are located in the Merge Fields tab.
2. Click the + character to expand the list for each category.
3. To add the merge field to your document;
   • Double-click the required merge field to add it to your document.
   • Or click and hold your mouse cursor over the required merge field, then drag and drop the merge field into position.
   • You can also click once to select a merge field and then press the Add >> button.
4. Repeat with any other merge fields.

For more detailed information on creating letter templates, see the Creating and Editing Letter Templates help article.

💡 Tip: Merge fields will not display patient information until the communication has been created within a patient record or via automation. Templates will only display the merge field code, for example, [patient.firstname] or <<patient.firstname>>.

Changing How Dates are Displayed

The default date format [general.date] merge field can be altered to display in a different format. To change this to display a full date (eg Tuesday 28 February 2023) copy and paste the following merge field text to your email templates:

• [general.date:opt=DOWONLY,FULL] [general.date:opt=DAYONLY,FULL]
• [general.date:opt=MONTHONLY,FULL] [general.date:opt=YEARONLY,FULL]

If you do not wish for the full date as above, include/exclude the relevant merge fields as listed below: