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Communication/Handout Template Variables
Communication/Handout Template Variables

Use variables to personalise client communications and reminders

Damian Funnell avatar
Written by Damian Funnell
Updated over a week ago

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:


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.


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_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_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_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_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_ZIP: Client address zip code




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_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_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

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