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Merge Field List

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Below is a list of all merge field categories and the variables available in each one.

  • EMR Variables
    • Enter Text
    • Select Tooth Numbers
    • Select Surface
    • Select Carries
    • Select Date (Short Format) [01-01-2019]
    • Select Date (Long Format) [January 01, 2019]
    • Save Clinical Database
    • Refer Patient Out
    • Open Refer In/Out List
    • Enter Additional Information
    • Select Patient X-Ray
    • Select Patient Image
    • Provider Signature
  • Header Variables
    • CurrDateA (01-01-2019)
    • CurrDateB (January 01, 2019)
    • Tab
    • Office Title
    • Office Address Line 1
    • Office Address Line 2
    • Office City
    • Office State
    • Office Zip
    • Office Phone #1
    • Office Phone #2
    • Office Fax
    • Practice Name
    • Practice Address Line 1
    • Practice Address Line 2
    • Practice City
    • Practice State
    • Practice Zip
    • Practice Phone
    • Practice Fax
    • Practice Email
    • Location Name
    • Location Address Line 1
    • Location Address Line 2
    • Location City
    • Location State
    • Location Zip
    • Location Phone #1
    • Location Phone #2
    • Location Fax
    • Location Email
  • Provider Information – Contact
    • Provider Home Phone 1
    • Provider Home Phone 2
    • Provider Home Fax
    • Provider Home E-Mail
    • Provider Home Cell Phone
    • Provider Home Pager
    • Provider Business Phone 1
    • Provider Business Phone 2
    • Provider Business Fax
    • Provider Business E-Mail
    • Provider Business Cell Phone
    • Provider Business Pager
  • Provider Information – Provider
    • Provider Title
    • Provider First Name
    • Provider First and Middle Name
    • Provider Last Name
    • Provider Business Address Line 1 and 2 (Combined)
    • Provider Business Address, City, State, and Zip (Combined)
    • Provider Home Telephone
    • Provider Business Telephone
    • Provider License Number
    • Provider SSN or EIN
    • Provider First and Last Name
    • Provider Medicaid Number
    • Provider Professional Title
    • Provider’s Employer Name
    • Provider Business Address Line 1
    • Provider Business Address Line 2
    • Provider Business Address City
    • Provider Business Address State
    • Provider Business Address Zip
    • Provider DEA Number
    • Provider NPI Number
    • Provider Medicaid Number (bottom)
  • Provider Information – Pick from Provider List
    • PFL – Provider Title
    • PFL – Provider First Name
    • PFL – Provider First and Middle Name
    • PFL – Provider Last Name
    • PFL – Provider Business Address Line 1 and 2 (Combined)
    • PFL – Provider Business Address, City, State, and Zip (Combined)
    • PFL – Provider Home Telephone
    • PFL – Provider Business Telephone
    • PFL – Provider License Number
    • PFL – Provider SSN or EIN
    • PFL – Provider First and Last Name
    • PFL – Provider Medicaid Number
    • PFL – Provider Professional Title
    • PFL – Provider’s Employer Name
    • PFL – Provider Business Address Line 1
    • PFL – Provider Business Address Line 2
    • PFL – Provider Business Address City
    • PFL – Provider Business Address State
    • PFL – Provider Business Address Zip
    • PFL – Provider DEA Number
    • PFL – Provider NPI Number
    • PFL – Provider Medicaid Number (bottom)
  • Patient Information
    • Remaining Primary Insurance Benefit (from the Transaction screen)
    • Remaining Secondary Insurance Benefit (from the Transaction screen)
    • Patient’s Age
    • First Visit Date
    • Patient’s Sex
    • Billing Social Security Number
    • Case Number
    • Preferred Name
    • Patient First, Middle, Last Name
    • Patient Billing Title
    • Family Head
    • Patient ID Number
    • Patient Title
    • Patient First Name
    • Patient First and Middle Name
    • Patient Last Name
    • Pat Address Line 1 and Line 2
    • Patient City, State & Zip
    • Patient Address Line 1
    • Patient Address Line 2
    • Patient City
    • Patient State
    • Patient Zip
    • Patient Home Telephone Number
    • Patient Work Telephone Number
    • Date of Birth
    • Birth Month
    • Patient Social Security Number
    • Last Treatment Date
    • Medical Alert
    • Medical Alert Date
    • Patient Name (First and Last Name)
    • he/she
    • him/her
    • his/her
    • son/daughter
    • Chart Number
  • Patient Appointments
    • Next Prophy Date and Time
    • Next Appointment Date and Time
    • Next doctor Appointment Date and Time
    • Next Appointment Date i.e. 01/01/19
    • Next Appointment Date i.e. January 01, 2019
    • Next Appointment Start Time
  • Patient Aged Balance
    • Patient Total Balance With Ins Portion
    • Patient Balance No Ins Portion
    • Insurance Balance (expected from insurance company)
    • Current Aged Period – Amount Due
    • Aging Period 1-2 – Amount Due
    • Aging Period 2-3 – Amount Due
    • Aging Period 3-4 – Amount Due
    • Aging Period Over 4 – Amount Due
    • Billable Amount
  • Patient Business Address
    • Patient Business Address Line 1
    • Patient Business Address Line 2
    • Patient Business City
    • Patient Business State
    • Patient Business Zip
  • Patient Family Head
    • Patient’s Family Head Title
    • Patient’s Family Head First Name
    • Patient’s Family Head First Name and Middle Initial
    • Patient’s Family Head Last Name
    • Patient’s Family Head Address Line 1 & Line 2
    • Patient’s Family Head City, State, Zip
    • Patient’s Family Head Home Telephone Number
    • Patient’s Family Head Work Telephone Number
    • Patient’s Family Head Social Security Number
    • Patient’s Family Head Address Line 1
    • Patient’s Family Head Address Line 2
    • Patient’s Family Head City
    • Patient’s Family Head State
    • Patient’s Family Head Zip Code
  • Family Aged balance
    • Family Total Balance With Ins Portion
    • Family Balance No Ins Portion
    • Family Insurance Balance (expected from insurance company)
    • Current Aged Period – Amount Due
    • Aging Period 1-2 – Amount Due
    • Aging Period 2-3 – Amount Due
    • Aging Period 3-4 – Amount Due
    • Aging Period Over 4 – Amount Due
    • Billable Amount
  • Family Head business Address
    • Family Head Business Address Line 1
    • Family Head Business Address Line 2
    • Family Head Business City
    • Family Head Business State
    • Family Head Business Zip
  • Referral Letters – Patient Name
    • Patient’s Referral Title
    • Patient’s Referral First Name
    • Patient’s Referral First and Middle Name
    • Patient’s Referral Last Name
    • Patient’s Referral Business Address Line 1 and 2
    • Patient’s Referral Business Address City, State, and Zip
    • Patient’s Referral Business Telephone
    • Patient’s Referral Home Address Line 1 and 2 (Combined)
    • Patient’s Referral Home Address City, State, and Zip
    • Patient’s Referral Home Telephone
    • Patient’s Referral Remark Line 1
    • Patient’s Referral Remark Line 2
    • Patient’s Referral Remark Line 3
    • Patient’s Referral Professional title
    • Patient’s Referral Home Address Line 1
    • Patient’s Referral Home Address Line 2
    • Patient’s Referral Home Address City
    • Patient’s Referral Home Address State
    • Patient’s Referral Home Address Zip
  • Pharmacy
    • Pharmacy Name
    • Pharmacy Address
    • Pharmacy City, State, Zip
    • Pharmacy Phone 1
    • Pharmacy Remark 1
    • Pharmacy Remark 2
    • Pharmacy E-Mail Address
  • Patient Employer Address
    • Employer Name
    • Employer Address Line 1 and 2 (Combined)
    • Employer Address City, State, and Zip
    • Employer Business Telephone 1
    • Employer Business Telephone 2
    • Fax Number (Employer Information Screen)
    • Remark 1
    • Remark 2
    • Employer Business Address Line 1
    • Employer Business Address Line 2
    • Employer Business City
    • Employer Business State
    • Employer Business Zip Code
  • Patient Primary and Secondary Insurance
    • Primary Insurance Company Name
    • Primary Insurance Company Address Line 1 and Line 2 (Combined)
    • Primary Insurance Company Address City, State, and Zip
    • Primary Insurance Company Business Phone Number
    • Primary Insurance Company E-Mail
    • Primary Insurance Company Remark Line 1
    • Primary Insurance Company Remark Line 2
    • Primary Insurance Company Group Number
    • Primary Insurance Plan Name
    • Primary Insurance Patient ID
    • Secondary Insurance Company Name
    • Secondary Insurance Company Address Line 1 and Line 2 (Combined)
    • Secondary Insurance Company Address City, State, and Zip
    • Secondary Insurance Company Business Phone Number
    • Secondary Insurance Company E-Mail
    • Secondary Insurance Company Remark Line 1
    • Secondary Insurance Company Remark Line 2
    • Secondary Insurance Company Group Number
    • Secondary Insurance Plan Name
    • Secondary Insurance Patient ID
  • Physician 1
    • Physician 1 Title
    • Physician 1 Name
    • Physician 1 Name and Middle Name
    • Physician 1 Last Name
    • Physician 1 Business Address Line 1 and Line 2 (Combined)
    • Physician 1 Business Address City, State, and Zip
    • Physician 1 Business Telephone
    • Physician 1 Home Address Line 1 and Line 2 (Combined)
    • Physician 1 Address Line 1 and Line 2 (Combined)
    • Physician 1 Home Telephone
    • Physician 1 Remark 1
    • Physician 1 Remark 2
    • Physician 1 Remark 3
    • Physician 1 Professional Title
    • Physician 1 Business Address Line 1
    • Physician 1 Business Address Line 2
    • Physician 1 Business Address City
    • Physician 1 Business Address State
    • Physician 1 Business Address Zip Code
  • Physician 2
    • Physician 2 Title
    • Physician 2 Name
    • Physician 2 Name and Middle Name
    • Physician 2 Last Name
    • Physician 2 Business Address Line 1 and Line 2 (Combined)
    • Physician 2 Business Address City, State, and Zip
    • Physician 2 Business Telephone
    • Physician 2 Home Address Line 1 and Line 2 (Combined)
    • Physician 2 Address Line 1 and Line 2 (Combined)
    • Physician 2 Home Telephone
    • Physician 2 Remark 1
    • Physician 2 Remark 2
    • Physician 2 Remark 3
    • Physician 2 Professional Title
    • Physician 2 Business Address Line 1
    • Physician 2 Business Address Line 2
    • Physician 2 Business Address City
    • Physician 2 Business Address State
    • Physician 2 Business Address Zip Code
  • Referral Information
    • Referral Title
    • Referral First Name
    • Referral First Name and Middle Name
    • Referral Last Name
    • Referral Business Address Line 1 and Line 2 (Combined)
    • Referral Business Address City, State, and Zip
    • Referral Business Telephone
    • Referral Home Address Line 1 and Line 2 (Combined)
    • Referral Home Address City, State, and Zip
    • Referral Home Telephone
    • Referral Remark 1
    • Referral Remark 2
    • Referral Remark 3
    • Referral Professional Title
    • Referred Patient Names As A String
    • Referred Patients As A List
  • Primary Insurance Holder
    • Pri. Ins. Holder Title
    • Pri. Ins. Holder First Name
    • Pri. Ins. Holder First Name and Middle Name
    • Pri. Ins. Holder Last Name
    • Pri. Ins. Holder Address Line 1 and Line 2 (Combined)
    • Pri. Ins. Holder Address City, State, and Zip
    • Pri. Ins. Holder Home Telephone
    • Pri. Ins. Holder Work Telephone
    • Pri. Ins. Holder Date of Birth
    • Pri. Ins. Holder Social Security Number
  • Secondary Insurance Holder
    • Sec. Ins. Holder Title
    • Sec. Ins. Holder First Name
    • Sec. Ins. Holder First Name and Middle Name
    • Sec. Ins. Holder Last Name
    • Sec. Ins. Holder Address Line 1 and Line 2 (Combined)
    • Sec. Ins. Holder Address City, State, and Zip
    • Sec. Ins. Holder Home Telephone
    • Sec. Ins. Holder Work Telephone
    • Sec. Ins. Holder Date of Birth
    • Sec. Ins. Holder Social Security Number
  • Contact Information
    • Patient Home Phone 1
    • Patient Home Phone 2
    • Patient Home Fax Number
    • Patient Home E-Mail
    • Patient Home Cell Phone Number
    • Patient Home Pager Number
    • Patient Business Phone 1
    • Patient Business Phone 2
    • Patient Business Fax Number
    • Patient Business Cell Phone Number
    • Patient Business Pager Number
  • Recall
    • Recall Due Date
    • Last Recall Treatment Date
    • Recall Provider Initials
    • Recall Period
    • Recall Unit
    • Next Recall Appt
    • Phrase Premedicate
    • Next Recall appt Start Time
    • Recall report Title
    • Recall Provider Full Name
    • Next Recall Appt Date
    • Last Prophy Date
  • Refer In/Out
    • Refer In/Out First Name
    • Refer In/Out First Name and Middle Initial
    • Refer In/Out Last Name
    • Refer In/Out Business Address Line 1 and 2
    • Refer In/Out Address City, State, and Zip
    • Refer In/Out Telephone Number
    • Refer In/Out Home Address
    • Refer In/Out Home Address City, State, and Zip
    • Refer In/Out Home Telephone Number
    • Refer In/Out Remark Line 1
    • Refer In/Out Remark Line 2
    • Refer In/Out Remark Line 3
    • Refer In/Out Professional Title
    • Referral Date
    • Estimated Referral Return Date
    • The Patient’s Return Date
  • Patient List for Refer In/Out
    • Refer Out Patient List
  • Images
    • Image
  • Miscellaneous
    • Secure eSignature
    • Remove Blank Line
    • Upper Case
    • User Defined Text

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