If you're reading this article, you have probably received the following prompt when composing an SMS or email in PracSuite:
When this prompt is displayed, appointment details will not be correctly inserted in your message. Read below for tips on how to resolve this.
As indicated by the prompt, the merge fields that you've included in your message are not compatible when sending your message manually. Generally, this prompt means that you're including merge fields that are designed for automatic appointment confirmations and reminders in an ad-hoc message.
Merge fields that are only suitable for automatic confirmations and reminders include:
Appointment Time | <<AppointmentTime>> |
Appointment Date | <<AppointmentDate>> |
Appointment Practitioner Full Name | <<AppointmentPracName>> |
Appointment Practitioner Title | <<AppointmentPracTitle>> |
Appointment Practitioner First Name | <<AppointmentPracFirstName>> |
Appointment Practitioner Surname | <<AppointmentPracSurname>> |
Appointment Business Display Name | <<AppointmentBusiness>> |
Appointment Business Address Line 1 | <<AppointmentBusinessAddress1>> |
Appointment Business Address Line 2 | <<AppointmentBusinessAddress2>> |
Appointment Business Address Line 3 | <<AppointmentBusinessAddress3>> |
Appointment Business Address Line 4 | <<AppointmentBusinessAddress4>> |
Appointment Business Suburb | <<AppointmentBusinessSuburb>> |
Appointment Business State | <<AppointmentBusinessState>> |
Appointment Business Postcode | <<AppointmentBusinessPostcode>> |
Appointment Business Country | <<AppointmentBusinessCountry>> |
Appointment Business Phone | <<AppointmentBusinessPhone>> |
Appointment Business Fax | <<AppointmentBusinessFax>> |
Appointment Business Email | <<AppointmentBusinessEmail>> |
Appointment Business Website | <<AppointmentBusinessWebsite>> |
Appointment Profession | <<AppointmentProfession>> |
Sending a manual reminder from the appointment book
If you need to send a manual appointment reminder, you can use templates that include the tags listed above only when sending a message directly from an appointment.
Find the patient's appointment on the appointment book and select Appointment Details.
Use the Send SMS button in the bottom right to send a manual reminder.
Sending a manual appointment reminder in any other way will lead to missing appointment information.
Sending bulk messages via reports
If you need to manually send bulk appointment reminders from a report, you cannot include the merge fields listed above. You must use the following merge fields, which are suitable for sending ad-hoc messages:
Next Appointment 1 Date | <<NextAppointment1Date>> |
Next Appointment 1 Time | <<NextAppointment1Time>> |
Next Appointment 1 Business | <<NextAppointment1Business>> |
Next Appointment 1 Practitioner | <<NextAppointment1PracName>> |
Next Appointment 1 Practitioner Email | <<NextAppointment1PracEmail>> |
Next Appointment 1 Practitioner Title | <<NextAppointment1PracTitle>> |
Next Appointment 1 Practitioner Surname | <<NextAppointment1PracSurname>> |
Next Appointment 1 Practitioner First Name | <<NextAppointment1PracFirstName>> |
Next Appointment 1 Practitioner Provider Number | <<NextAppointment1PracProviderNo>> |
Next Appointment 1 Practitioner Professional Title | <<NextAppointment1PracProfessionalTitle>> |
Next Appointment 2 Date | <<NextAppointment2Date>> |
Next Appointment 2 Time | <<NextAppointment2Time>> |
Next Appointment 2 Practitioner | <<NextAppointment2PracName>> |
Next Appointment 2 Business | <<NextAppointment2Business>> |
Next Appointment 3 Date | <<NextAppointment3Date>> |
Next Appointment 3 Time | <<NextAppointment3Time>> |
Next Appointment 3 Practitioner | <<NextAppointment3PracName>> |
Next Appointment 3 Business | <<NextAppointment3Business>> |
Previous Appointment 1 Date | <<PreviousAppointment1Date>> |
Previous Appointment 1 Time | <<PreviousAppointment1Time>> |
Previous Appointment 1 Business | <<PreviousAppointment1Business>> |
Previous Appointment 1 Practitioner | <<PreviousAppointment1PracName>> |
Previous Appointment 1 Practitioner Email | <<PreviousAppointment1PracEmail>> |
Previous Appointment 1 Practitioner Title | <<PreviousAppointment1PracTitle>> |
Previous Appointment 1 Practitioner Surname | <<PreviousAppointment1PracSurname>> |
Previous Appointment 1 Practitioner First Name | <<PreviousAppointment1PracFirstName>> |
Previous Appointment 1 Practitioner Provider Number | <<PreviousAppointment1PracProviderNo>> |
Previous Appointment 1 Practitioner Professional Title | <<PreviousAppointment1PracProfessionalTitle>> |
Previous Appointment 2 Date | <<PreviousAppointment2Date>> |
Previous Appointment 2 Time | <<PreviousAppointment2Time>> |
Previous Appointment 2 Practitioner | <<PreviousAppointment2PracName>> |
Previous Appointment 2 Business | <<PreviousAppointment2Business>> |
Previous Appointment 3 Date | <<PreviousAppointment3Date>> |
Previous Appointment 3 Time | <<PreviousAppointment3Time>> |
Previous Appointment 3 Practitioner | <<PreviousAppointment3PracName>> |
Previous Appointment 3 Business | <<PreviousAppointment3Business>> |