Message variables and Quick Actions

The + Insert menu and the Quick Actions bar are the personalization tools that sit just above the SMS composer in Patient Conversations. Variables let you write one message that auto-fills each patient’s name, appointment, or your office details; Quick Actions remembers what you reach for so it’s one click next time.

Who can use this

These tools live inside Patient Conversations, so the same access rules apply — see Texting with patients. The Quick Actions “recents” are stored per browser, so they build up separately on each computer you use.

Insert a variable

1. Open any patient conversation.
2. In the Quick Actions bar just above the composer, select + Insert. A drop-up opens with two sections: Variables and Emojis.
3. Choose a variable. It’s inserted into your message as a {{placeholder}} token (for example {{patient_first_name}}).
4. Finish your message and send. Teamio replaces each token with that patient’s real value on send, so the patient sees Hi Maria, — never the raw {{…}}.

The full variable list

There are 13 variables, grouped here by what they pull from.

Variable	Fills in
Patient First Name	The patient’s first name
Patient Last Name	The patient’s last name
Appointment Date	The patient’s appointment date
Recall Due Date	When the patient’s recall is due
Employee Name	The name of the signed-in employee sending the text
Guarantor First Name	The first name of the account guarantor
Guarantor Last Name	The last name of the account guarantor
Site Name	Your practice name
Site Address	Your practice street address
Site City	Your practice city
Site State	Your practice state
Site Zip	Your practice ZIP code
Office Phone	Your practice phone number

Check that the value exists

A variable only fills in if that field is populated for the patient. If a patient has no appointment or recall date, Appointment Date or Recall Due Date comes through blank — read your message back before sending, especially for a partly-filled patient record.

Insert an emoji

The chat window’s built-in emoji picker is turned off, so emojis come from the + Insert menu instead. Open + Insert and pick one from the Emojis grid in the same drop-up.

Emojis switch an SMS to Unicode encoding, which shortens the per-segment character limit — the character counter on a template reflects this, so a message with emojis may use more SMS segments than the same text without them.

Quick Actions: reuse what you use

The Quick Actions bar sits directly above the composer and remembers your recent picks as one-click chips:

• recently used emojis
• recently used variables
• recently used templates

Select a chip to drop that item straight into your message without reopening + Insert or the templates modal. The list is remembered per browser, so the chips reflect how you text on this computer — they don’t sync to other workstations or to your teammates.

Related

• Texting with patients
• Photos and attachments