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Merge Tags for Automated Text Messages

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Angela Ortner

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

Note: YAPI does NOT support merge tags for texts sent manually to individual patients except for appointment reminders sent from the Appointments tab in the Patient Finder. YAPI also does not support merge tags for texts sent from the Practice Online Portal (POP). 

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Merge Tags for Automated Appointment Reminder & Premedicate Texts

Note: Save the Dates and automated Reply to Confirmation texts are considered a different type of automated text from appointment reminders.  For merge tags you can use in the Save the Dates (that automatically send to patients when they make an appointment), see Merge Tags for Save the Dates below.  For Reply to Confirmation texts that automatically send when a patient confirms via text, see Merge Tags for Reply to Confirmation Texts.

If you're creating or editing an appointment reminder or premedicate reminder text template that will only be sent through YAPI's automated system, you can use any of these Merge Tags:

Definition Merge Tag Source
Practice Name [[PRACTICE]] Pulls from the Practice Tab of Global Setup
Practice Phone Number [[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
Appointment Date [[APPOINTMENTDATE]] Pulls from your Practice Management Software
Appointment Time [[APPOINTMENTTIME]] Pulls from your Practice Management Software
Appointment Length [[APPOINTMENTLENGTH]] Pulls from your Practice Management Software
Appointment Provider [[APPOINTMENTPROVIDER]] Pulls from your Practice Management Software
Appointment Provider Friendly Name [[APFN]] Pulls from the Provider Tab of Global Setup
First Name [[FIRST]] Pulls from your Practice Management Software
Last Name [[LAST]] Pulls from your Practice Management Software
Preferred Name [[PREFNAME]] Pulls from your Practice Management Software
Patient's Birthdate [[BIRTHDATE]] Pulls from your Practice Management Software
Patient's Email [[PATEMAIL]] Pulls from your Practice Management Software
Patient's Home Number [[PATPHONE]] Pulls from your Practice Management Software
Patient's Mobile Number [[PATMOBILE]] Pulls from your Practice Management Software
Year [[YEAR]] Pulls from the Server
Family Members with Appointments [[VTEXT]] Pulls from your Practice Management Software
Mobile Nanosite Link [[LINK]] Code within the YAPI program, not editable
Today's Date [[TODAY]] Pulls from your server's clock

 

Merge Tags for Appointment Reminder Texts Sent via the Patient Finder

If you're creating or editing an appointment reminder text template that will only be sent to patients individually via the Patient Finder (this is not common), you can use any of these Merge Tags:

Definition Merge Tag Source
Practice Name [[PRACTICE]] Pulls from the Practice Tab of Global Setup
Practice Phone Number [[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
Appointment Date [[APPOINTMENTDATE]] Pulls from your Practice Management Software
Appointment Time [[APPOINTMENTTIME]] Pulls from your Practice Management Software
First Name [[FIRST]] Pulls from your Practice Management Software
Last Name [[LAST]] Pulls from your Practice Management Software
Preferred Name [[PREFNAME]] Pulls from your Practice Management Software
Patient's Birthdate [[BIRTHDATE]] Pulls from your Practice Management Software
Year [[YEAR]] Pulls from Your Server's Time & Date Settings
Mobile Nanosite Link [[LINK]] Code within the YAPI program, not editable
Today's Date [[TODAY]] Pulls from Your Server's Time & Date Settings

 

Merge Tags for Automated Save the Date Texts

If you're creating or editing a text template that will only be used as an automated Save the Date, you can use any of these Merge Tags:

Definition Merge Tag Source
Practice Name [[PRACTICE]] Pulls from the Practice Tab of Global Setup
Practice Phone Number [[PHONE]] Pulls from the Practice Tab of Global Setup
Practice Email [[EMAIL]] Pulls from the Practice Tab of Global Setup
Appointment Date [[APPOINTMENTDATE]] Pulls from your Practice Management Software
Appointment Time [[APPOINTMENTTIME]] Pulls from your Practice Management Software
Appointment Length [[APPOINTMENTLENGTH]] Pulls from your Practice Management Software
First Name [[FIRST]] Pulls from your Practice Management Software
Last Name [[LAST]] Pulls from your Practice Management Software
Preferred Name [[PREFNAME]] Pulls from your Practice Management Software
Patient's Email [[PATEMAIL]] Pulls from your Practice Management Software
Patient's Home Number [[PATPHONE]] Pulls from your Practice Management Software
Patient's Mobile Number [[PATMOBILE]] Pulls from your Practice Management Software

 

Merge Tags for Text Reply to Appointment Confirmation Texts

If you're creating or editing a text template that will only be used in YAPI's automated appointment reminder system as an automatic Reply to Confirmation, you can use any of these Merge Tags:

Definition Merge Tag Source
Practice Name [[PRACTICE]] Pulls from the Practice Tab of Global Setup
Practice Phone Number [[PHONE]] Pulls from the Practice Tab of Global Setup
Practice Email [[EMAIL]] Pulls from the Practice Tab of Global Setup
Mobile Nanosite Link [[LINK]] Code within the YAPI program, not editable

 

Merge Tags for Automated Recall Reminder Texts

If you're creating or editing a text template that will only be sent as an automated recall reminder, you can use any of these Merge Tags:

Definition Merge Tag Source
Practice Name [[PRACTICE]] Pulls from the Practice Tab of Global Setup
Practice Phone Number [[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
First Name [[FIRST]] Pulls from your Practice Management Software
Last Name [[LAST]] Pulls from your Practice Management Software
Preferred Name [[PREFNAME]] Pulls from your Practice Management Software
Patient's Email [[PATEMAIL]] Pulls from your Practice Management Software
Patient's Home Number
(Dentrix Users Only)		 [[PATPHONE]] Pulls from Dentrix
Patient's Mobile Number [[PATMOBILE]] Pulls from your Practice Management Software
Year [[YEAR]] Pulls from the Server
Today's Date [[TODAY]] Pulls from your server's clock

 

Merge Tags for New Patient Welcome Texts

If you're creating or editing a text template that will only be used as the text template for your automated New Patient Welcome, you can use any of these Merge Tags: 

Definition Merge Tag Source
Practice Name [[PRACTICE]] Pulls from the Practice Tab of Global Setup
Practice Phone Number [[PHONE]] Pulls from the Practice Tab of Global Setup
Practice Email [[EMAIL]] Pulls from the Practice Tab of Global Setup
First Name [[FIRST]] Pulls from your Practice Management Software
Last Name [[LAST]] Pulls from your Practice Management Software
Preferred Name [[PREFNAME]] Pulls from your Practice Management Software
Patient's Email [[PATEMAIL]] Pulls from your Practice Management Software
Patient's Home Number [[PATPHONE]] Pulls from your Practice Management Software
Patient's Mobile Number [[PATMOBILE]] Pulls from your Practice Management Software

 

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