How to: Create or Edit a Clinic / Office
Clinics or Offices are a great way to organize your clients. They can be referenced in Merge Tags to send a clinic's name, phone number, or even address to a message recipient. You can use a custom Caller ID or Email for members of a particular clinic and their physical address.
Note: You can change the reference from Clinic Name to something else such as Office or School by going to Settings, Profile Settings, and updating the Field Label for Location / Site. In this tutorial, we will be referencing Clinic Name.
- Log-in to: https://hms.teletask.com/, your email address is your username.
- Click on Settings
in the top menu bar.
- Choose Clinics
from the list of available setting categories.
- Here you can choose Add Clinic, or Edit next to an existing clinic.
- On the Clinic Details page, you can add or edit the clinic information.
- Required Information
- Code - This is a a code used to reference a particular clinic in uploaded files.
Note: Before changing or adding a clinic's Code please contact Teletask Support at support@teletask.com- Name - This is the name that will be displayed when using the Merge Tag for {clinic_name}.
Note: Merge Tags can be used to add dynamic information to a message; such as the clinic's name, phone number, or address.- Message Values (Required)
Note: Merge Tags can be used to add dynamic information to a message; such as the clinic's name, phone number, or address.
- Phone - This is the phone number that will display when using the Merge Tag for {clinic_phone}.
Note: This number does not need to mach the Voice Caller ID number.- Address - This is the address that will display when using the Merge Tag for {clinic_address}.
- Group - Optional - This is used to organize clinics for easier viewing, it does not have any impact on messages.
- Press Save and close
to finalize your changes.
- You will receive a confirmation that the Clinic details have been successfully added for the tenant.
Re-order Clinics
Clinics can be re-ordered by left-clicking on a Clinic, continue to hold your mouse button down and dragging the clinic to its new location.
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