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Working with Smart Variables

Smart Variables allow you to automatically insert personal details into Check-ins and Messages

Marquise Lane avatar
Written by Marquise Lane
Updated over a year ago

What Are Smart Variables

Smart Variables let you:

  1. Send templated messages to multiple patients

  2. Communicate about the patient's care environment without copy pasting

All Smart Variables aren't always available. For instance "appointment_datetime" is only available on the appointments page

Smart Variable Fallbacks

If Phamily can't find a replacement for the Smart Variable, it will use Fallback instead.

Here's a situation where fallbacks are helpful:

If a patient doesn't have a provider listed in Phamily, this message will say "Your Doctor is excited to offer this new program for patients like you." That's because "Your Doctor" is listed as the Fallback.

To enter a fallback:

  1. Click on a Smart Variable that has a Fallback option

  2. Enter your Fallback option

  3. Click the Checkmark

Inserting Smart Variables

To insert a Smart Variable, do the following:

  1. Log in to Phamily

  2. Click into any message box within Phamily and begin typing {{

  3. A list of available variables will appear > Select the variable you want to use

Smart Variables can come in handy when crafting Message Templates

Smart Variable Inventory

Here is a list of all available Smart Variables:

first_name

Available - Everywhere

Fallback - No

Example - "John"

last_name

Available - Everywhere

Fallback - No

Example - "Doe"

appointment_datetime

Available - Appointments Page

Fallback - No

Example - "Tue, Nov 14 at 9:30 AM"

organization

Available - Everywhere

Fallback - No

Example - "Demo Medical Associates"

provider

Available - Everywhere

Fallback - Yes

Example - "Dr. Howser"

provider_full_name

Available - Everywhere

Fallback - Yes

Example - "Dr. Dougie Howser"

care_manager

Available - Everywhere

Fallback - Yes

Example - "Florence"

care_manager_formal_name

Available - Everywhere

Fallback - Yes

Example - "RN Nightingale"

care_manager_full_name

Available - Everywhere

Fallback - Yes

Example - "RN Florence Nightingale"

provider_office

Available - Everywhere

Fallback - Yes

Example - "Dr. Howser's Office"

consent_url

Available - Everywhere

Fallback - Yes

Example - "my.phamily.com/my/learn_more/JU1dF613Mb"

learn_more_url

Available - Everywhere

Fallback - Yes

Example - "my.phamily.com/my/consent/JU1dF613Mb"

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