The following merge tags can be added to Denticon Patient Communication email templates. To add in a merge tag, select the option to add in a Text block, then select the "Merge Tags" button.
Account Merge Tags
Address- The account address as listed in Setup>Account Settings.
City- The account city as listed in Setup>Account Settings.
Email- The account email address as listed in Setup>Account Settings.
Name- The account name as listed in Setup>Account Settings.
Phone- The account phone number as listed in Setup>Account Settings.
Phone 2- The alternative account phone number as listed in Setup>Account Settings.
State- The account state as listed in Setup>Account Settings.
Zip- The account zip code as listed in Setup>Account Settings.
Appointment Merge Tags
Appointment List* - This tag is best used when multiple patients on the same responsible party have appointments on the same day. The Responsible Party will receive the message populated with a list of the patient's names and their respective appointment times for that day. Only one message will be sent listing all appointment times per touchpoint where this tag is used.
Date - The date of the patient's appointment.
Date and Time- The date and appointment time of the patient's appointment.
First Appointment* - This tag is best used when a patient has multiple appointments in the same day. The initial message provided to the patient will show them the date and time for their first appointment of the day. Once a patient confirms their appointment, Denticon will send a message confirming and detailing their final appointment for the day.
Provider Name- The name of the provider the appointment is scheduled with.
*Requires "Group Messages By Appointment Date" to be enabled on the Appointment Campaign the template is intended to be sent out on.
Corporate Merge Tags
Corporate Name and Address- The account name and corporate address as listed in Setup>Account Settings.
Statement Address- The corporate statement address as listed in Setup>Account Settings.
Statement Name- The account name as entered in Setup>Account Settings.
Ledger Merge Tags
New Charges Today - The total charges are recorded (after applying adjustments) in the ledger for a patient on the current day.
Resp. Party Total Balance - The total remaining balance, after applying adjustments, insurance and patient payments.
Resp. Party Est. Ins Balance - The total remaining insurance balance, after deducting insurance payments from the total estimated insurance balance.
Resp. Party Est. Pat Balance - The total remaining patient balance, after applying adjustments, patient payment from the total estimated patient balance.
Resp. Party Current Balance - Any unpaid balance of a patient, where the ledger transaction date falls within 0 to 30 days, is classified under the 0-30 aging bucket. The Resp. Party Current Balance is the total balance classified in 0–30 aging bucket for all patients under a Resp. party.
Resp. Party Over 30 Balance - Similar to Resp. Party Current Balance, but the aging bucket is 31–60 days
Resp. Party Over 60 Balance - Similar to Resp. Party Current Balance, but the aging bucket is 61–90 days
Resp. Party Over 90 Balance - Similar to Resp. Party Current Balance, but the aging bucket is 91–120 days
Resp. Party Over 120 Balance - Similar to Resp. Party Current Balance, but the aging bucket is 121-180 days
Resp. Party Over 180 Balance - Similar to Resp. Party Current Balance, but the aging bucket is 181+ days
Last Patient Payment Amount - Last patient payment amount for a Resp. party. Calculates by picking the latest transaction from the ledger data where the ledger type is Patient Payment.
Last Patient Payment Date - The last date of patient payment.
Last Insurance Payment Amount - Last insurance payment amount for a Resp. party. Calculates by picking the latest transaction from the ledger data where the ledger type is Insurance Payment.
Last Insurance Payment Date - The last date of insurance payment.
Office Merge Tags
Address- Office treating address as listed in Setup>Offices>Office Setup>Info.
City- Office treaty city as listed in Setup>Offices>Office Setup>Info.
Correspondence Name- Office correspondence name as listed in Setup>Offices>Office Setup>Statements.
Email- Office email address as listed in Setup>Offices>Office Setup>Info.
Fax- Office fax number as listed in Setup>Offices>Office Setup>Info.
Logo- Office logo uploaded in Setup>Offices>Office Setup>Statements.
Name- Office name as listed in Setup>Offices>Office Setup>Info.
Phone 1- Office phone number as listed in Setup>Offices>Office Setup>Info.
Phone 2- Office alternate phone number as listed in Setup>Offices>Office Setup>Info.
Short ID- Office short ID as listed in Setup>Offices>Office Setup>Info.
State- Office treating state as listed in Setup>Offices>Office Setup>Info.
Statement Address- Office statement address as listed in Setup>Offices>Office Setup>Statements.
Statement Name- Office statement name as listed in Setup>Offices>Office Setup>Statements.
Zip- Office treating zip code as listed in Setup>Offices>Office Setup>Info.
Patient Merge Tags
Cell Phone Number- The patient's cell phone number.
Email Address- The patient's email address.
First Name- The patient's first name.
First Visit Date- The patient's first visit date.
ID- The patient's ID number.
Last Name- The patient's last name.
Last Visit Date- The patient last visit date.
Preferred Provider Name- The first and last name of the patient's preferred provider.
Recall Merge Tags
Date- This will show the future recall dates entered for patient.
Responsible Party Merge Tags
Cell Phone Number- Responsible Party cell phone number.
Email Address- Responsible Party's email address.
First Name- Responsible Party first name.
ID- Responsible Party ID.
Last Name- Responsible Party last name.
Today's Date
The day's date in Month, Day, Year format.
URL
AppointNow- This merge tag will generate a link to schedule and appointment via AppointNow.
Patient Registration- This merge tag will generate a link to complete patient registration forms.