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.
Related Articles
How to: Create or Edit a Clinic / Office for the Scheduler
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 for members of a particular clinic and ...How to: Edit Existing Patients through the Scheduler
You can edit existing patients or family members through the Scheduler. Please follow the steps below to edit a patient. Note: The Scheduler must be enabled on an account prior to use. Please reach out to ...How to: Create or Edit Appointment Types for the Scheduler
Appointment Types are a way to distinguish one scheduled appointment from other. Appointment Types can be referenced in Merge Tags that are used in messages. Some examples of common Appointment Types are: Well Check, Follow-Up, Benefits Review, ...How to: Create an Edit History Report
The Edit History report type allows you to view when the Properties of a message have been modified and by what user. You can run the report on a specific message or over a specific date range. Log-in to: https://hms.teletask.com/, your email address ...How to: Create Group Appointments in the Scheduler
You can schedule a Group Appointment for multiple participants. This feature allows you to have one appointment on the calendar that multiple unrelated participants can attend. Typically, we see this used for education, trainings, meetings, or ...