Letter Template Tags

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  • Updated 8 months ago
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Our Physios are annoyed with the date appearing at the end of the appointment date on their letters. In the letter tags, only can select Previous Appointment. Is there a way to do this without including the time?
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Rebecca

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Posted 4 years ago

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Timothy, Business Care Manager

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Thanks for your post Rebecca.

The letter tags concerning dates can be formatted in several different ways. 

1. From the System menu, select Standard Letters, select the template you need to amend and select Edit on the right.

2. From the View menu, select Standard Letter Tags:



3. On the right-hand side of the screen you'll see a list of all the letter tags. If you select a date related tag, you should see in the bottom right-hand corner of the screen, just below the list of letter tags, a drop down menu that will allow you to select how you would like the date to be formatted: 

 

From your description, I believe this tag might be suitable for your needs: PreviousAppointment(ddd dd-mm-yyyy) 

More info can be found at: https://community.smartsoft.com.au/smartsoft/topics/letter-tag-date-formats
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Trevor

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Version 18.1.4 indicates a letter tag of <<AppointmentPracName>>. This does not appear in the list of tags when creating a template. Can anyone help as to how I can insert this field? This field is needed when the current appointment practitioner is not the same as the usual practitioner.
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Timothy, Business Care Manager

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Hi Trevor. The <<AppointmentPracName>> tag is only available for use in SMS and email templates, under the following circumstances:

1. You are sending SMS/Email Reminders from the Appointment Book -> Reports & Utilities section.

or

2. You select the Mobile/SMS or Email button directly from the General tab of the patient file after double-clicking an existing appointment.

This tag references the practitioner of a specific appointment, which is why it is only available when the exact appointment is known. It is not available under Letters because there is no direct association with the appointment from that area. 

We are happy to monitor user interest in this if you'd like to see this introduced in a future upgrade.
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Trevor

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Thanks Tim for the reply. We need to write an EPC letter for the 1st and last visit on a referral. Sometime, due to illness or staff leave, the letter is due when the patient sees another practitioner. The template we have set up refers to <<PracName>> but I have to change the practitioner in the General tab to write the correct practitioner and provider number in the letter. I would find it very handy to be able to include the <<AppointmentPracName>> in the template. This would also need to link the relevant provider number.