Merge fields for patient Preferred Location

The patient's preferred location has been added as a merge field, enabling sites with multiple locations to auto-generate patient recalls per Location.

These merge fields can be used in Email, SMS and EasyPost Letters.

To set Preferred Location merge fields

1. In the Configure > Practice Settings window, check (tick) the Enable Locations checkbox:

   

2. To control user access to locations, also check the Enable User Accessibility checkbox (if you leave this unchecked, all users will have access to all locations).
3. Check the Use patient preferred location details for communications checkbox.

   This functions as a "switch" to switch as follows:

   

Patient Preferred Location merge fields:

(From EXACT v12.10)

«patient.PreferredLocationName»

«patient.PreferredLocationAddress1»

«patient.PreferredLocationAddress2»

«patient.PreferredLocationAddress3»

«patient.PreferredLocationPostCode»

«patient.PreferredLocationPhone»

Preferred Location, specified per patient:

Each patient's Preferred Location can be specified in the Patient File Details tab:

In patient correspondence templates for Easypost Letter, Email and SMS, you can then use merge fields to automatically include Preferred Location in the correspondence.

Easypost example:

Email example:

SMS example: