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Engagement: Forms and Consents Placeholder Key
Engagement: Forms and Consents Placeholder Key

Learn about the available placeholders that can be used in forms and consents throughout Engagement

Grace Richards avatar
Written by Grace Richards
Updated over a week ago

Placeholders can be added to forms and consents when editing to personalize the patient experience. Placeholders use a Variable Code that will auto-fill with patient or practice information. These will pull from your Practice Management Software or the Practice Info section in Engagement Settings.

Placeholder Key

Review the Placeholder key below to understand the Variable Codes that can be applied:


Variable Code

Full Name


First Name


Preferred Name




Date of Birth




Email Address


Phone Number


Guardian Name


Guardian Initials


Provider on Next Visit


Appointment Date & Time


Appointment Date


Appointment Time


Practice Name


Practice Address


Practice Email Address


Practice Phone Number


Practice Doctor


Practice All Doctors


Today’s Date


A note about using placeholders in Automated Consents

Placeholders in consents are not mandatory. However, consents with placeholders can only be automated if they include any of the three following placeholders that can be filled automatically:

  • {{tooth_or_site}}

  • {{provider}}

  • {{appointment_date}}

If the consent contains any other placeholders, such as {{diagnosis}} or {{patient_initials}}, they will be considered custom and the information cannot be automatically pulled from the appointment booking.

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