Merge Tags for Automated Text Messages
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).
Table of Contents
- Merge Tags for Automated Reminder Texts
- Merge Tags for Reminders Sent via the Patient Finder
- Merge Tags for Automated Save the Date Texts
- Merge Tags for Automated Reply to Confirmation Texts
- Merge Tags for Automated New Patient Welcome Texts
- Manual Text
- Related Articles
Merge Tags for Automated Reminder Texts
Note: Save the Dates and automated Reply to Confirmation texts are considered a different type of automated text. 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 a text template that will only be sent through YAPI's automated reminder systems, you can use any of these Merge Tags. This includes recall reminders, appointment reminders, and premedicate reminders:
Definition | Merge Tag | 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 |
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 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 | [[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 | [[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 Confirmation
If you're creating or editing a text template that will only be used in YAPI's automated 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 | [[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 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 | [[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 |
Related Articles
- Personalizing Automated Text Templates with Merge Tags
- Editing Appointment Reminder Text, Email, & Postcard Templates
- Enabling & Disabling Appointment Reminders
- Personalizing Email Templates with Merge Tags
- Merge Tags for Reminder Text Messages