Account Name

The name of your practice group

Can be edited in Settings > General

Add to Calendar*

A link that allows patients to instantly add appointment details to the calendar on their device.

This dynamic term can only be used in appointment reminders or booking confirmation emails because they are linked to specific appointments.

Appointment Date*

The date of the appointment

The appointment date is not necessarily the same as the invoice date.

Appointment Duration*

The duration of the appointment

Duration is based on the fee by default by can be manually edited in the Appointment Information panel

Appointment Equipment*

The name of all equipment used for the appointment

Requires equipment to be selected in the Equipment drop-down menu of the Appointment Information panel. If multiple pieces of equipment are selected, all equipment is listed in order with commas in-between.

Appointment Link*

A clickable link the patient can use to view and manage their appointment online

See related article: Enable patients to cancel or reschedule appointments

Appointment Location*

The clinic where the appointment is being held

Can be editing using the Location drop-down menu in the Appointment Information panel

Appointment Practitioner*

The practitioner treating the patient

Based on the practitioner whose calendar is used to create the appointment

Appointment Room*

The name of the room used for the appointment

Based on the Name of the room. Requires a room to be selected in the Location drop-down menu for the appointment.

Appointment Time*

The clock time of the appointment

Does not include the date. Requires a linked appointment.

Appointment Type*

The name of the appointment type booked by the patient from online bookings

Can be blank for an appointment with no appointment type linked

Contact / Organisation Name*

The name of the organisation or the contact person of the organisation that is linked to the appointment or invoice

Requires a linked appointment or invoice.

Current Date

Today's date

Uses the date format set under Settings > General > Group Settings

Expiry Date*

The expiry date of the relevant claim record

Requires a linked appointment or invoice where the claim details are relevant

Fax Number

The fax number of the practice

Can be modified in Profile > Locations

Fee Amount (total)*

The combined amount of all fees on the linked invoice

Rendered as a combined monetary value

Fee Funder*

The funder linked to the fee used on the invoice

All fees are created under a funder. See related article: Guide to funders

Fee Item Number*

The fee item number used on the invoice

Can be modified in Finances > Fees and editing the fee. Adding an item number is optional.

Fee Name*

The name of the fee used on the invoice

Can be modified by clicking Finances > Fees and editing the fee

Fee Rebate*

The rebate amount of the fee used on the invoice

Can be modified by clicking Finances > Fees and editing the fee

Funder*

The name of the funding body for claiming

Located in the patient's funding tab

Funder ID*

The patient's reference number from the funding body

Located in the patient's funding tab

This can be the patient's card number, reference number, etc.

Funder ID - funder name*

The patient's reference number from the funding body

Located in the patient's funding tab

This can be the patient's card number, reference number, etc.

Note: this is only available in clinical note templates for use in patient forms.

Funding Organisation*

The payer of the claim

This can be the patient's paying organisation or plan manager

Funding Organisation Email*

The contact email address of the funding organisation

Based on the email address of the organisation's profile

Funding Start Date*

The start date of the patient's NDIS schedule

Can be modified in the patient's NDIS claim in their profile Funding tab, and edit the Plan Settings.

Funding End Date*

The end date of the patient's NDIS schedule

Can be modified in the patient's NDIS claim in their profile Funding tab, and edit the Plan Settings.

Invoice Due Date*

The date an invoice payment is due

Can be entered manually by clicking the Settings (cogwheel) icon on an invoice or automatically set in Settings > Payments.

If a due date is entered, the due date will appear on your invoice. After the due date, the invoice is automatically marked as overdue.

Adding a due date is optional.

Invoice Number*

The number of the linked invoice

Requires a linked invoice.

Online Form Link*

The clickable link for patients to fill out an patient form or survey

This dynamic term only populates correctly when sending a patient form or survey, not a one-off email

Patient Address

The patient's residential address

Based on the address listed in the patient profile

Patient Age

The patient's age in years (e.g. rendered as "40yr")

Requires the patient to have a date of birth listed in their patient profile

Patient DOB

The patient's date of birth

Uses the date format set under Settings > General > Group Settings

Patient Email

The patient's email address

Based on the email address listed in the patient profile

Patient First Name

The patient's preferred first name

If no preferred name is listed, the patient's legal first name is used instead

Patient Full Name

The patient's preferred first name and surname

If no preferred name is listed, the patient's legal first name is used instead

Patient Gender

The patient's listed gender identity

See related article: Manage gender diversity settings

Patient Legal First Name

The patient's legal first name

Uses the patient's legal first name instead of the preferred name. Used by default on invoices.

Patient Legal Full Name

The patient's legal first name and surname

Uses the patient's legal first name instead of the preferred name. Used by default on invoices.

Patient Phone Number

The patient's contact number

Based on the phone number on the patient profile.

If they have multiple phone numbers with none selected as Main, the dynamic term converts to the most recent phone number added.

Patient Surname

The patient's surname

Can be blank if a patient has no surname.

Patient Title

The patient's title, e.g. "Mr", "Ms", "Mx" or "Dr"

Based on the Title field in the patient profile

Payment Link*

A secure link to the invoice online where patient's can pay by card

Patient card details are not stored when paying using Payment Link. A great alternative for patients who do not wish to store their card details.

Phone Number

The practice location's phone number

Can be modified in Profile > Locations

Practice Location

The address of the clinic

Based on the address of the clinic in Personal > Locations

Practice Name

The name of the clinic/location linked to the appointment, invoice or clinical note

Based on the clinic name in Personal > Locations. Can be changed by editing the Practitioner field on any clinical note in the header information.

Practitioner Address

The address of the clinic where the practitioner is located

Based on the address of the clinic of the practitioner in Personal > Locations

Practitioner Email

The contact email address of the practitioner

Based on the contact email address of the practitioner in their profile

Practitioner First Name

The practitioner's first name

Based on the practitioner's first name in their profile

Practitioner Surname

The practitioner's surname

Based on the practitioner's surname in their profile

Practitioner Title

The practitioner's title

Based on the practitioner's title in their profile

Profession

The practitioner's profession

Based on the practitioner's registered profession

Provider Number*

The referring practitioner's provider number

Based on the referral linked to the clinical note.

Note: For this dynamic term to display properly, the clinical note must be linked to a referral.

Recipient Name

The name of the patient contact you have set as the Recipient

Can be used for SMS or email

Referral Appointment Limit (max)*

The limit that is set in the referral

Requires a referral to be linked to the clinical note, invoice or appointment

Referral Date*

The start date of the referral

Requires a referral to be linked to the clinical note, invoice or appointment

Referral Length*

The validity length of the referral

Requires a referral to be linked to the clinical note, invoice or appointment

Referral Type*

The name of the referral type, if applicable

Requires a referral to be linked to the clinical note, invoice or appointment

Referrer Address*

The referring practitioner's business address

Requires a referral to be linked to the clinical note, invoice or appointment. Based on the professional contact's business address in Contacts > Professionals.

Referrer Title*

The title before the referring practitioner's name

Requires a referral to be linked to the clinical note, invoice or appointment. Based on the professional contact's title in Contacts > Professionals.

Referrer First Name*

The first name of the referring practitioner

Requires a referral to be linked to the clinical note, invoice or appointment. Based on the professional contact's name in Contacts > Professionals.

Referrer Surname*

The surname of the referring practitioner

Requires a referral to be linked to the clinical note, invoice or appointment. Based on the professional contact's name in Contacts > Professionals.

Referrer Practice Name*

The practice name of the referring practitioner

Requires a referral to be linked to the clinical note, invoice or appointment. Based on the professional contact's practice name in Contacts > Professionals.

Referrer Practice Email*

The email address of the practice of the referring practitioner

Requires a referral to be linked to the clinical note, invoice or appointment. Based on the professional contact's email address in Contacts > Professionals.

Referrer Practice Phone*

The contact number of the practice of the referring practitioner

Requires a referral to be linked to the clinical note, invoice or appointment. Based on the professional contact's primary fax number in Contacts > Professionals.

Referrer Practice Fax*

The fax number of the practice of the referring practitioner

Requires a referral to be linked to the clinical note, invoice or appointment. Based on the professional contact's primary fax number in Contacts > Professionals.

Video Consult Link*

The clickable link for patients to join a video consultation

Requires the appointment Location to be set to Halaxy Telehealth or Online Consultation. Can be set in the Appointment Information panel by clicking the camera icon.