Merge Tags for Forms

Merge Tags are simple codes you can place in a document or template to auto-populate patient and practice information. These tags allow you to automatically personalize your emails, texts, and forms.

Below you'll find a list of Merge Tags you can use in your forms.  For more information about how to add them, see Personalizing Forms with Merge Tags.

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iPad Form Merge Tags

If you're creating or editing a form just for use on an iPad, you can use any of these Merge Tags:

Information Added Merge Tag to Use Source
Practice Name [[PRACTICE]] Pulls from the Practice Tab of Global Setup
Patient's First Name [[FIRST]] Pulls from your Practice Management Software
Patient's Last Name [[LAST]] Pulls from your Practice Management Software
Today's Date [[TODAY]] Pulls from the iPad's Time & Date Settings

 

Online Form Merge Tags

If you're creating or editing a form for use online, you can use any of these Merge Tags:

Note: When using Merge Tags for an online form, create a separate copy of the form for online use. The Merge Tags that work on an iPad aren't the same as the ones that work online.  Once you've made your edits, contact us to make the form available online for you.  
Information Added Merge Tag to Use Source
Practice Name [[PRACTICE]] Pulls from the Practice Tab of Global Setup
Practice Phone [[PHONE]] Pulls from the Practice Tab of Global Setup
Practice Email [[EMAIL]] Pulls from the Practice Tab of Global Setup
Practice Address [[ADDRESS]] Pulls from the Practice Tab of Global Setup
Notice of Privacy Practices [[HIPAAURL]] Pulls from the Online Tab of Global Setup
Today's Date [[TODAY]] Pulls from the Computer's Time & Date Settings
Tip: For more about creating Online and iPad Forms, see Creating a Basic Custom Form.

 

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