Merge Tags for Text Messages

Merge Tags are context-sensitive codes that auto-populate with patient and practice information. This content can be used in both documents and in email/mobile templates to allow for information to automatically generate to personalize content for the patient.

Merge tags in this article apply only to messages sent in the Practice Dashboard and not via the Practice Online Portal (POP).

Table of Contents

Merge tags can be added to text templates by editing the text template within Manage Documents and Templates. This can be done by including the tag in a Body Text of a template.

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Additional information on how to create or edit text templates with merge tags can be found in Creating a Mobile Template.

Be aware that certain merge tags will only work in their assigned text message type. For example, attempting to send a manual text message with patient-related merge tags will not function. Reference each section to confirm which merge tag works for each type.

Automated Texts 

Automated Texts are text messages that send out after verifying an appointment exists in the Practice Management Software's appointment book and will be sent out under the rules set in the Reminders and Recall settings.

Definition Merge Tag Source
Practice Name [[PRACTICE]] Pulls from Practice Tab
Practice Phone [[PHONE]] Pulls from Practice Tab
Practice Email [[EMAIL]] Pulls from Practice Tab
Practice Address [[ADDRESS]] Pulls from Practice Tab
Appointment Date [[APPOINTMENTDATE]] Pulls from PMS
Appointment Time [[APPOINTMENTTIME]] Pulls from PMS
Appointment Length [[APPOINTMENTLENGTH]] Pulls from PMS
Appointment Provider [[APPOINTMENTPROVIDER]] Pulls from PMS
Appointment Provider Friendly Name [[APFN]] Pulls from Provider Tab
First Name [[FIRST]] Pulls from PMS
Last Name [[LAST]] Pulls from PMS
Preferred Name [[PREFNAME]] Pulls from PMS
Patient Birthdate [[BIRTHDATE]] Pulls from PMS
Patient Email [[PATEMAIL]] Pulls from PMS
Patient Number [[PATPHONE]] Pulls from PMS
Patient Mobile Number [[PATMOBILE]] Pulls from PMS
Year [[YEAR]] Pulls from the Server
Family Members with Appointments [[VTEXT]] Pulls from PMS
Mobile Nanosite Link [[LINK]]

Code within the YAPI program, not editable 

Reminder Texts via Patient Finder

Reminder Text via Patient Finder works by sending appointment templates using the Patient Finder.

Definition Merge Tag Source
Practice Name [[PRACTICE]] Pulls from Practice Tab
Practice Phone [[PHONE]] Pulls from Practice Tab
Practice Email [[EMAIL]] Pulls from Practice Tab
Practice Address [[ADDRESS]] Pulls from Practice Tab
Appointment Date [[APPOINTMENTDATE]] Pulls from PMS
Appointment Time [[APPOINTMENTTIME]] Pulls from PMS
First Name [[FIRST]] Pulls from PMS
Last Name [[LAST]] Pulls from PMS
Preferred Name [[PREFNAME]] Pulls from PMS
Patient Birthdate [[BIRTHDATE]] Pulls from PMS
Year [[YEAR]] Pulls from Server
Mobile Nanosite Link [[LINK]]

Code within the YAPI program, not editable 

Manually Sending Texts

Text messages sent to patients manually without being sent as reminders will not support merge tags. Manually sending texts is best used when directly addressing the patient via YAPI's texting feature, and not with premade templates. Refer to Different Ways to Communicate With Your Patient to help find the best way to contact the patient. 

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