Custom patient fields placeholders in communication templates

When creating & editing your communication templates, you’ll now see an option to include your custom patient fields as placeholders :tada:! Custom patient field placeholders can be added to letters, appointment confirmations, reminders, cancellations, and invoice templates!


Adding custom patient fields

To add or modify existing custom patient fields to your account, head over to Settings → Custom patient fields:

From here, Administrators or Power receptionists can create, edit, or archive patient fields. If any updates are made, just make sure to save your changes.


Adding custom patient field placeholders to templates

When editing your communication templates, you’ll then see a list of custom patient fields within the Patient placeholders drop-down:

At the bottom of the placeholders list, any custom fields will be automatically grouped by the custom patient field section title added in Settings → Custom patient fields:

Once your placeholders have been added, to see an example of what the communication will look like for your patients click View sample :

Just note: If a field is archived after it’s already been used as a placeholder, we would substitute it with a blank. Additionally, if no custom patient details have been saved for the patient, no information will be displayed.

Of course, make sure to save any changes to your communications and once completed, you’re all set!

Custom patient field placeholders in SMS Reminders

While custom patient fields placeholders can be added to SMS Reminders, depending on the content, it can add additional length to your SMS reminders so it may result in additional SMS Credits.


We hope you love the new custom patient fields placeholders feature and if you have any questions, reach out to our support team or comment below.

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This is a great addition but could you please open up the API to allow people who use Finger-Ink to make use of custom placeholders

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Hi @luke.anthony, we released API access to custom patient fields about a month ago, but I’d expect API integrators to need some time to start making use of it. I’d suggest reaching out to Finger-Ink to ask about their plans for it.

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Thanks for the quick reply @nick.neufeld!

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