Full List Of Merge Fields

Within TM3, nearly all relevant data fields are available as Merge Fields. You can add Merge fields to your templates when editing existing templates or adding a new one.

On the right side of the page, there are a number of different merge fields contained within different sections. These can be used to insert relevant information from your stored data, which will automatically populate. For example Patient/Practitioner names, invoice details, appointment details etc. 

In order to add a merge field, simply single click on the relevant field and it will add it to your template. It will look like the example below 

"Please find attached a receipt for your payment {{income.reference}}  of {{income.amount}}."

Full Merge Field List
Receipt

Income, Patient, Account, Location

Practitioner

Practitioner, Location

The following tables show the full Merge Field list for TM3. The first one shows which Merge Fields can be selected for each of the objects that you can create templates for. Note that not all Merge Fields can be used in all circumstances, but only when relevant. 

Template Type

Can use Fields for…

Appointment

Appointment, Patient, Business, Practitioner, Location

Business

Business, Location

Case

Patient, Contact, Business, Practitioner, Location

Contact

Contact, Location

Invoice

Invoice, Patient, Business, Account, Location

Client

Patient, Business, Contact, Practitioner, Account, Location


Appointment

To display information on…

Use Field…

Reference

{{appointment.reference}} 

Name

{{appointment.name}} 

Day

{{appointment.day}} 

Start Time 24 Hour

{{formatTime appointment.startTime24Hr}} 

End Time 24 Hour

{{formatTime appointment.endTime24Hr}} 

Room Name

{{appointment.roomName}} 

Start Time 12 Hour

{{formatTime appointment.startTime12Hr}} 

End Time 12 Hour

{{formatTime appointment.endTime12Hr}} 

Status 

{{appointment.status}} 

Duration in Minutes

{{appointment.mins}} 

Comment

{{appointment.comment}} 

Cancelation Fee

{{appointment.cancellationFee}} 

DNA Fee 

{{appointment.dnaFee}} 


Patients

To display information on…

Use Field…

Title 

{{patient.title}} 

Forename

{{patient.forename}} 

Surname

{{patient.surname}} 

Gender

{{patient.gender}} 

Address Line 1

{{patient.addressLine1}} 

Address Line 2

{{patient.addressLine2}} 

Address Line 3

{{patient.addressLine3}} 

Address Line 4

{{patient.addressLine4}} 

Postcode

{{patient.postCode}} 

Address Single Line

{{patient.addressSingleLine}} 
Address Multi Line

{{multiline patient.addressMultiLine}} 

Home Telephone

{{patient.homeTelephone}} 

Work Telephone

{{patient.workTelephone}} 

Mobile Telephone

{{patient.mobileTelephone}} 

Email

{{patient.email}} 

Enquiry

{{patient.enquiry}} 

Registration Date

{{formatDate patient.registrationDate}} 

Category

{{patient.category}} 

Employer

{{patient.employer}} 

Reference

{{patient.reference}} 

Group Reference

{{patient.groupReference}} 

Date of Birth

{{formatDate patient.dateOfBirth}} 

Last Appointment Date

{{formatDate patient.lastAppointmentDate}} 

Pay Statement

{{patient.payStatement}} 

Last Invoiced

{{patient.lastInvoiced}} 

Appointment Statement

{{patient.appointmentStatement}} 

Booked Appointments

{{patient.bookedAppointments}} 

Canceled Appointments

{{patient.cancelledAppointments}} 

DNA Appointments

{{patient.dNAAppointments}} 

Complete Appointments

{{patient.completeAppointments}} 

Recent Treatment Authorisations

{{patient.recentTreatmentAuth}} 

Active Authorisations

{{patient.activeAuths}} 

Medical Contact Title

{{patient.defaultMedicalContactTitle}} 

Medical Contact Forename

{{patient.defaultMedicalContactForename}} 

Medical Contact Surname

{{patient.defaultMedicalContactSurname}} 

Hospital Number

{{patient.hospitalNumber}} 

NI Number

{{patient.niNumber}} 

Insurance Number

{{patient.insuranceNumber}} 

Alternate Reference Number

{{patient.alternateRef}} 

Appointments

{{patient.appointments}} 

Medical Contact Telephone

{{patient.defaultMedicalContactTelephone}} 


Business

To display information on…

Use Field…

Name

{{business.name}}

Contact

{{business.contact}}

Classification

{{business.classification}}

Current Balance

{{business.currentBalance}} 

Last Invoiced

{{business.lastInvoiced}} 

Contract Number

{{business.contractNumber}} 

Un-invoiced Total

{{currency business.uninvoicedTotal}} 

Un-invoiced Count

{{business.uninvoicedCount}} 

Linked Clients

{{business.linkedClients}} 

Location Count

{{business.locationCount}} 

Pay Statement

{{business.payStatement}} 

Address Line 1

{{business.addressLine1}} 

Address Line 2

{{business.addressLine2}} 

Address Line 3

{{business.addressLine3}} 

Address Line 4

{{business.addressLine4}} 

Postcode

{{business.postCode}} 

Address Single Line

{{business.addressSingleLine}} 
Address Multi Line

{{multiline business.addressMultiLine}} 

Telephone

{{business.telephone}} 

Fax

{{business.fax}} 

Email

{{business.email}} 

Website

{{business.web}} 


Practitioner

To display information on…

Use Field…

Title

{{practitioner.title}} 
Forename

{{practitioner.forname}} 

Surname

{{practitioner.surname}} 

Address Line 1

{{practitioner.addressLine1}} 

Address Line 2

{{practitioner.addressLine2}} 

Address Line 3

{{practitioner.addressLine3}} 

Address Line 4

{{practitioner.addressLine4}} 

Postcode

{{practitioner.postCode}} 

Address Single Line

{{practitioner.addressSingleLine}} 
Address Multi Line

{{multiline practitioner.addressMultiLine}} 

Telephone

{{practitioner.telephone}} 

Fax

{{practitioner.fax}} 

Email

{{practitioner.email}} 

Website

{{practitioner.web}} 

Employment Status

{{practitioner.employmentStatus}} 

Location Status

{{practitioner.locationCount}} 

Practitioner

To display information on…

Use Field…

Name

{{location.name}} 
Directions

{{location.directions}} 

Address Line 1

{{Location.addressLine1}} 

Address Line 2

{{location.addressLine2}} 

Address Line 3

{{location.addressLine3}} 

Address Line 4

{{location.addressLine4}} 

Postcode

{{location.postCode}} 

Address Single Line

{{location.addressSingleLine}} 
Address Multi Line

{{multiline location.addressMultiLine}} 

Telephone

{{location.telephone}} 

Fax

{{location.fax}} 

Email

{{location.email}} 

Website

{{location.web}} 


Contact

To display information on…

Use Field…

Title

{{contact.title}} 
Forename

{{contact.forname}} 

Surname

{{contact.surname}} 

Address Line 1

{{contact.addressLine1}} 

Address Line 2

{{contact.addressLine2}} 

Address Line 3

{{contact.addressLine3}} 

Address Line 4

{{contact.addressLine4}} 

Postcode

{{contact.postCode}} 

Address Single Line

{{contact.addressSingleLine}} 
Address Multi Line

{{multiline contact.addressMultiLine}} 

Telephone

{{contact.telephone}} 

Fax

{{contact.fax}} 

Email

{{contact.email}} 

Website

{{contact.web}} 

Reference

{{contact.reference}} 

Business Name

{{contact.businessName}} 

Category

{{contact.category}} 

Provider Number

{{contact.providerNumber}} 

Client Count

{{contact.clientCount}} 

 Invoice

To display information on…

Use Field…

Reference

{{invoice.reference}} 

Address To

{{invoice.addressTo}} 

Invoice Date

{{formatDate invoice.date}} 

Due Date

{{formatDate invoice.dueDate}} 

Current Balance

{{business.currentBalance}} 

Reminder

{{invoice.reminder}} 

Provider Number

{{invoice.providerNumber}} 
Second Reminder

{{invoice.secondReminder}} 

Un-invoiced Count

{{business.uninvoicedCount}} 

Fully Paid Date

{{formatDate invoice.fullyPaidDate}} 

Total Excluding Vat

{{currency invoice.totalExcludingVat}} 

Vat Amount

{{currency invoice.vatAmount}}

Grand Total

{{currency invoice.grandTotal}} 

Amount Remaining

{{currency invoice.remaining}} 

Status

{{invoice.status}} 

Discount

{{invoice.discount}} 

Postcode

{{business.postCode}} 

Address Line 1

{{invoice.addressLine1}} 
Address Line 2

{{invoice.addressLine2}} 

Address Line 3

{{invoice.addressLine3}} 

Address Line 4

{{invoice.addressLine4}} 

Address Single Line

{{invoice.addressSingleLine}} 

Address Multi Line

{{multiline invoice.addressMultiLine}} 


Income

To display information on…

Use Field…

Reference

{{income.reference}} 
Income Date

{{formatDate income.date}} 

Paid By

{{income.paidBy}} 

Income Amount

{{currency income.amount}} 

Notes

{{income.notes}} 

Card Type

{{income.cardType}} 

Cheque Number

{{income.chequeNumber}} 

Payment Type

{{income.payType}}


Other

To display information on…

Use Field…

User Name

{{other.userName}} 
Full Name

{{other.userFullName}} 

User Position

{{other.userPosition}} 

Letter ID 

{{other.letterId}} 

Short Current Date

{{formatDate other.shortCurrentDate}} 

Long Current Date

{{formatDate other.longCurrentDate}}

Current Time 24 Hour

{{formatTime other.currentTime24Hr}} 

Current Time 12 Hour

{{formatTime other.currentTime12Hr}}