Add merge tags to a template
Insert patient and clinic details into a saved template so every message comes out personalised.
Table of Contents
Go to Setup, Templates, then create or open a template.
Put your cursor where the detail belongs.
Open the merge tag panel and search for a tag.
Click it to insert it, then save.
Letter templates have their own Merge tags button above the page.
Up next
Next, read Insert form answers with merge tags.