Articles on: Letters & Documents

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:

The populated document will appear as below:

Please 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)

Updated on: 29/07/2022

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