Add merge field placeholders by typing in curly braces around numbers, e.g. {{1}}. When you add a placeholder, a drop-down appears below the template where you can select the live data to replace it with. See example below:
Possible merge fields to choose from are:
PATIENT NAME: the selected patient
CLIENT NAME: the selected client
CLIENT FIRST NAME: the selected client's first name
CLIENT LAST NAME: the selected client's last name
CLIENT TITLE: the selected client's title
CLIENT POSTCODE: the selected client's postcode
PRACTICE NAME: your clinic's name
PRACTICE WEBSITE: Your clinic's website as entered in Digital Practice admin, clinic details screen
PRACTICE PHONE: Your clinic's phone number as entered in Digital Practice admin, clinic details screen
PRACTICE EMAIL: Your clinic's email address as entered in Digital Practice admin, clinic details screen.
CLIENT BALANCE: the selected client's outstanding balance
CUSTOM - define your own, e.g. ‘Breed’, ‘Date’ etc.
When sending a template, if a patient hasn’t been selected yet or there is missing data in the client PMS record, the team mate can manually enter the information - see below:
