How do I insert professional registration number into a document template?

Many clinics or practices like to include the professional registration number (for example HCPC number) in document templates so that when a user opens a document template their professional registration number is automatically populated.

Before you get started you need to make sure that you have associated a professional registration number with your users' profile. To do this follow the steps in the article below:

How do I record the professional registration number for a user?

Having completed these steps all you need to do is add the "professional registration number" variable to your document template.

To edit a document template go to Settings->Docs, choose the template that you wish to edit and then insert the "user professional registration" variable as below:

insert_prof_reg.gif

The populated document will appear, as below:

insert_prof_reg.pngPlease keep in mind that the variable will be populated with the details of the user creating the document (i.e the person that you are logged in as)

Need More Help?

We understand that not everything is black and white, so if you need some help, click "Submit A Request" ticket and one of our team will help you out as soon as possible.

Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.
Powered by Zendesk