Communication Tags

Overview

Communication Tags in Aerona allow you to personalise and automate messages, by inserting dynamic information into SMS, Email and Document templates.

These tags automatically pull data from the system, such as patient details, appointment information, and recall data. 

Using tags ensures that communications are personalised and tailored to each patient without needing manual edits.

Where to Find Communication Tags:

SMS Templates:

Navigate to the 'Communication' section > 'SMS Templates' 

• Create a New SMS Template
• Select an existing template and Edit

Tags are located on the left-hand side of the text area. To add the tag to the template, simply drag the tag into the template. See below:

Email and Document Templates:

Navigate to the 'Communication' section > 'Email/Document Templates' 

• Create a New Template
• Selecting an existing template and Edit

Tags can be accessed using the 'Add Tag' option within the editor, see below:

You can insert tags for Patient Details, Upcoming, Last and Current Appointment details.

To add a tag, simply click on the desired tag, and it will be inserted into your template.

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How Tags Work:

Across both SMS and Email/Document Templates, you can access a range of tags that pull through different types of information from the system.

This includes patient information, such as name, contact details, care plan, and any outstanding balance, helping you personalise communications quickly and accurately.

You can also include appointment-related information, such as upcoming appointment details (e.g. appointment type, time, status, recall information, and clinician). In addition, tags can reference previous appointments, or the currently selected appointment, depending on the context of the message.

Example:

Template message:

What the patient receives: