Customize the On the Way copy format

Clinic admins can choose what staff get when they click the copy button on an On the Way entry, so it pastes cleanly into your PIMS.

Steps

1. Open Clinic Settings from your account menu, then choose On the Way.
2. Open the Copy format tab.
3. Edit the Header. The default uses {patient_info} and {client_name}. Tap a chip to drop one in where your cursor is.
4. Under What's included, switch on what to include: Status, Triage level, ETA, Referring vet, CSR flags and Who logged it.
5. Under Headings and names, rename the Presenting complaint, Notes and Activity log headings if you like, and choose How names show.
6. Edit the Footer. You can use {clinic_slug}, {logged_by}, {copied_by}, {copied_at} and {date}.

There's no Save button. Switches save right away and text saves when you click away, with an Undo button on the Saved message. The Preview shows a made-up entry copied with your settings.

Reset to default, under the preview, restores the original format.

Always included

Contact info, the planned date, the presenting complaint and notes are always part of the copy. So are chat messages and online form answers. Automatic entries, like status changes, are left out.