Template variables allow you to insert dynamic information into your communication templates. Variables are enclosed in {curly brackets} to make them easy to identify.
Email templates allow you to enter variables in the email subject as well as the body.
For example, you may create an email template that starts with:
Dear {CLIENT_FIRST_NAME},
When the email communication is generated Panacea will automatically substitute this variable, so the email to the client will read:
Dear Michael,
It couldn't be easier! Panacea even automatically recognises when you start typing a variable name and will provide you with a list of auto-complete options from the second you type the first curly bracket (keep typing to narrow down the number of options presented).
Variable Considerations
Variables can be used in any communications type, including handout and email templates.
Think about whether the variable will be suitable for the communication type. Inserting {CLINIC_LOGO} into an SMS template probably isn't a good idea, for example.
If Panacea can't substitute a value for a variable then it will leave the entry blank. If you insert an {APPOINTMENT_START_TIME} variable into a template that isn't related to an appointment, for example, then Panacea will just leave this blank in the client communication.
It pays to think about the nature of the template or communication and to make sure the variables you use are relevant to it.
Panacea Template Variables
Panacea supports the following variables for communications templates.
Common
DATE: Date at time of creation of the item
TIME: Time of creation of the item
CURRENT_TIME: Time in the moment of the action, such as when an email is sent or a document created.
CURRENT_DATE: Date in the moment of the action, such as when an email is sent or a document created.
User
USER_TITLE: Salutation of the user associated with the item
USER_FIRST_NAME: First name of user associated with the item
USER_LAST_NAME: Last name of user associated with the item
USER_FULL_NAME: Full name of user associated with the item
USER_EMAIL: Email address of the user associated with the item
USER_PHONE: Phone number of the user associated with the item
USER_MOBILE: Mobile of the user associated with the item
USER_SIGNATURE: The signature of the user associated with the item
USER_SKYPE: Skype ID of the user associated with the item
Clinic
CLINIC_NAME: Name of the clinic
CLINIC_LOGO: Clinic logo
CLINIC_PHONE: Clinic phone number
CLINIC_PHONE_24: Clinic after-hours phone number
CLINIC_EMAIL: Clinic email address
CLINIC_WEBSITE: Clinic web site
CLINIC_TAX_NUMBER: Clinic tax number
CLINIC_DRUG_WARNING_TEXT: Drug warning text
CLINIC_STREET_ADDRESS: Full street address of clinic
CLINIC_STREET_ADDRESS_STREET: Street address of clinic
CLINIC_STREET_ADDRESS_CITY: City that clinic is in
CLINIC_STREET_ADDRESS_ZIP: Zip code that clinic is in
CLINIC_STREET_ADDRESS_SUBURB: Suburb that clinic is in
CLINIC_STREET_ADDRESS_STATE: State that clinic is in
CLINIC_STREET_ADDRESS_COUNTRY: The country that this clinic is in.
CLINIC_POSTAL_ADDRESS: Full postal address of clinic
CLINIC_POSTAL_ADDRESS_STREET: Postal address of clinic
CLINIC_POSTAL_ADDRESS_CITY: Clinic postal address city
CLINIC_POSTAL_ADDRESS_ZIP: Clinic postal address zip code
CLINIC_POSTAL_ADDRESS_SUBURB: Clinic postal address suburb
CLINIC_POSTAL_ADDRESS_STATE: Clinic postal address state
CLINIC_POSTAL_ADDRESS_COUNTRY: Clinic postal address country
Client
CLIENT_TITLE: Client salutation
CLIENT_FIRST_NAME: Client first name
CLIENT_LAST_NAME: Client last name
CLIENT_FULL_NAME: Client full name
CLIENT_EMAIL: Client email address
CLIENT_PHONE: Client phone number
CLIENT_MOBILE: Client mobile number
CLIENT_COMPANY:For commercial customers, the clients’ organisation
CLIENT_POSITION: Clients job title
CLIENT_BALANCE_OUTSTANDING: Clients account balance
CLIENT_LAST_VISIT_DATE: Client date of last visit
CLIENT_STREET_ADDRESS: Client full street address
CLIENT_STREET_ADDRESS_STREET: Client address street
CLIENT_STREET_ADDRESS_CITY: Client address city
CLIENT_STREET_ADDRESS_ZIP: Client address zip code
CLIENT_STREET_ADDRESS_SUBURB: Client address suburb
CLIENT_STREET_ADDRESS_STATE: Client address state
CLIENT_STREET_ADDRESS_COUNTRY: Client address country
CLIENT_POSTAL_ADDRESS: Client full postal address
CLIENT_POSTAL_ADDRESS_STREET: Client postal address street
CLIENT_POSTAL_ADDRESS_CITY: Client postal address city
CLIENT_POSTAL_ADDRESS_ZIP: Client postal address zip code
CLIENT_POSTAL_ADDRESS_SUBURB: Client postal address suburb
CLIENT_POSTAL_ADDRESS_STATE: Client postal address state
CLIENT_POSTAL_ADDRESS_COUNTRY: Client postal address country
Patient
PATIENT_NAME: Patient name
PATIENT_GENDER: Patient gender (Male or Female)
PATIENT_TEMPERAMENT: Patient temperament
PATIENT_SPECIES: The species of the patient
PATIENT_SPECIES_ABBR: The species abbreviation of the patient
PATIENT_BREED: Breed of the patient
PATIENT_BIRTH_DATE: Patient date of birth
PATIENT_AGE: Patient age in years and months (rounded to the nearest month).E.g. 3Y 4M
PATIENT_MICROCHIP: Patients active microchip number
PATIENT_MICROCHIP_BARCODE: Patients active microchip number in barcode format.
PATIENT_DESEXED_DATE: Date the patient was desexed
PATIENT_DECEASED_DATE: Date of the patients death
PATIENT_WEIGHT: Patients most recent weight
PATIENT_LAST_VISIT_DATE: Date of the patients last visit
Appointment
APPOINTMENT_START_TIME: Start time of the appointment
APPOINTMENT_END_TIME: End time of the appointment
APPOINTMENT_DATE: Date of appointment
APPOINTMENT_REASON: Reason for the appointment (presenting problem or intended procedure)
Product and Stock
ORDER_NUMBER: Stock order number
ORDER_DUE_DATE: Stock order due date for receipt
ORDER_SUPPLIER_NAME: Stock order supplier name
PRODUCT_NAME: Product name for stock item
PRODUCT_DESCRIPTION: Product description for stock item
PRODUCT_SHORT_DESCRIPTION: Short product description for stock item
PRODUCT_BRAND: Product brand for stock item
PRODUCT_CLIENT_NOTES: Client supplementary notes for stock item