WP Variables

MOGO Word Processor variables are only used in the following areas:

• Appointment Announcements
• Image Template text boxes.

DO NOT USE VARIABLES IF YOU ARE CREATING WORD PROCESSOR DOCUMENTS!

If you are creating a Word Processor letter to print as a Quick Letter, you will use Merge Fields.

Variable Explanation:

Variables are symbols and letters representing a field of information from the Patient Information and Transaction screens. For example, a variable may represent the patient name or referral source. Using variables will replace those variables with specified information.

Variables are used with Announcements and Image Templates.

Each variable begins with a pipe symbol ( | ) followed by letters, numbers or other symbols.

The variables are as follows:

|AA – Current Date (format MM-DD-YY) e.g., 12-31-09.

|AB – Current Date (format month day, year) e.g., December 31, 2009.

|AG – Office Title (from the employer field from the Provider list)

|AH – he or she (appears as lower case) – this variable will automatically merge either he or she, depending on the patient’s gender.

|AI – him or her (appears as lower case) – this variable will automatically merge either him or her, depending on the patient’s gender.

|AJ – his or her (appears as lower case) – this variable will automatically merge either his or her, depending on the patient’s gender.

|AL – son or daughter – this variable will automatically merge either son or daughter, depending on the patient’s gender.

Tip: You can capitalize the first letter of any variable by typing %UC1% directly preceding the variable (no spaces). For example, if you would like the word “her” to appear as “Her”, you would type: %UC1%|AJ

Provider Information from their Contact Information Screen:

|B% – Provider Home Phone 1

|B@ – Provider Home Phone 2

|B# – Provider Home Fax

|B$ – Provider Home E-Mail

|B0 – (this variable is the letter B and number zero) Provider Home Cell Phone

|B1 – Provider Home Pager

|B2 – Provider Business Phone 1

|B3 – Provider Business Phone 2

|B4 – Provider Business Fax

|B5 – Provider Business E-Mail

|B6 – Provider Business Cell Phone

|B7 – Provider Business Pager

Tip: You can go to the provider’s Contact Information screen by clicking on the gray box in the Home Phone field on the provider editing screen.

Provider Information from the Provider Screen:

|BA – Provider Title

|BB – Provider First Name

|BC – Provider First and Middle Name

|BD – Provider Last Name

|BE – Provider Business Address Line 1 and Line 2 (combined)

|BF – Provider Business Address City, State, and Zip (combined)

|BG – Provider Home Telephone (this is the home phone number on the provider information screen; it could also be the “preferred” number from their Contact Information screen)

|BH – Provider Business Telephone (this is the business phone number on the provider information screen; it could also be the “preferred” number from their Contact Information screen)

|BI – Provider License Number

|BJ – Provider E.I.N or TIN Number

|BK – Provider First and Last Name

|BL – Provider Medicaid Number (from the top of the Provider Information screen). Use |BX if you want to merge the Medicaid Number from the bottom of the Provider Information screen.

|BO – Provider Professional Title

|BP – Provider’s Employer Name

|BQ – Provider Business Address Line 1

|BR – Provider Business Address Line 2

|BS – Provider Business Address City

|BT – Provider Business Address State

|BU – Provider Business Address Zip Code

|BV – Provider DEA #

|BW – Provider HIPAA #

|BX – Provider Medicaid Number (from the bottom of the Provider Information screen). Use |BL if you want to merge the Medicaid Number from the top of the Provider Information screen.

Tip #1: If you enter the variables followed by %% the provider list will open so that you can select from the Provider list. For example: |BA%% |BC%% |BD%%

Tip #2: If you enclose the Provider’s initials within a % symbol, it will pull that Provider name. For example: |BA%RMM% |BC%RMM% |BD%RMM% would merge the Provider whose initials were RMM.

Tip #3: Use |?? to open a text box anywhere within a letter. You can then type in personalized information where needed. You can add as many of these as you need. Just click cancel if you decide not to enter customized information.

Information from Patient Screen:

|C@ Remaining Primary Insurance Benefit (from the Transaction screen)

|C# Remaining Secondary Insurance Benefit (from the Transaction screen)

|C% Patient’s age in years only (from the birthdate field)

|C$ The word “Premedicate” from the patient’s Medical Alert field.

|C0 – Patient’s First Visit Date

|C1 – Patient Sex

|C3 – Case Number

|C5 – Preferred Name (nickname)

|C6 – Billing Name (defaults to Patient Name if field is blank)

|C7 – Billing Title (defaults to Patient Title if field is blank)

|C8 – Family Head

|C9 – Medical Alert

|CA – Patient ID number

|CB – Patient Title

|CC – Patient First Name

|CD – Patient First and Middle Name

|CE – Patient Last Name

|CF – Patient Billing Address Line 1 and Line 2 (combined)

|CG – Patient Billing Address City, State, and Zip (combined)

|CH – Patient Home Telephone Number

|CI – Patient Business Telephone Number

|CJ – Date of Birth

|CK – Birth Month

|CL – Patient Social Security Number

|CM – Medical Alert field

|CN – Last Treatment Date (from the patient’s Transaction screen; this can be used in Recall Cards)

|CO – Medical Alert Date

|CZ – Patient Name (First and Last Name)

Variables for Patient Appointments:

|CU – Last Prophy Date (tracked by codes D1110 and D1120 from the Transaction screen.

|CV – Next Prophy Appointment Date and Time (based on the Appt. type).

|CX – Next Appointment Date and Time (does not need an Appt. type).

|CY – Next Doctor Appointment Date and Time (based on the Appt. type).

The following variables can be used in place of the “C” variables:

|D@ Patient Billing Address Line 1

|D# Patient Billing Address Line 2

|D$ Patient Billing Address City

|D1 Patient Billing Address State

|D2 Patient Billing Address Zip Code

Tip #1: Enter %RMVBLNK% next to a variable so that you do not have a blank line if there is no information. For example: |D#%RMVBLNK% will not have a blank line if there is no Patient Billing Address Line #2.

Tip #2: Use |?? to open a text box anywhere within a letter. You can then type in personalized information where needed. You can add as many of these as you need. Just click cancel if you decide not to enter customized information.

These variables can be used for patient aged balance information:

All balances except the “Billable Amount” variable will be the same as the balances on the aging window. The “Billable Amount” variable will be the same as the Billable Amount on the Accounts Receivable Report. Note: If you are using the “Skip Treatment with Insurance Pending” option, then this amount will be different than the patient balance.

|DA – Patient Total Balance (includes insurance covered portion)

|DB – Patient Balance (not including insurance covered portion)

|DC – Insurance Balance (expected from insurance company)

|DD – Current Aging Period – Amount Due

|DE – Aging Period 1-2 – Amount Due

|DF – Aging Period 2-3 – Amount Due

|DG – Aging Period 3-4 – Amount Due

|DH – Aging Period Over 4 – Amount Due

|DI – Billable Amount (from the Billable column on the Accounts Receivable Merge Report)

These variables can be used for the patient’s business address:

|DJ – Patient Business Address Line 1

|DK – Patient Business Address Line 2

|DL – Patient Business Address City

|DM – Patient Business Address State

|DN – Patient Business Address Zip Code

Tip: Enter %RMVBLNK% next to a variable so that you do not have a blank line if there is no information. For example: |DK%RMVBLNK% will not have a blank line if there is no Business Address Line #2.

Patient’s Family Head:

|EA – Patient’s Family Head Title

|EB – Patient’s Family Head First Name

|EC – Patient’s Family Head First Name and Middle Initial

|ED – Patient’s Family Head Last Name

|EE – Patient’s Family Head Address Line 1 and Line 2 (combined)

|EF – Patient’s Family Head Address City, State, and Zip (combined)

|EG – Patient’s Family Head Home Telephone Number

|EH – Patient’s Family Head Work Telephone Number

|EI – Patient’s Family Head Social Security Number

The following variables can be used in place of the Family Head “E” variables:

|EK – Patient’s Family Head Address Line 1

|EL – Patient’s Family Head Address Line 2

|EM – Patient’s Family Head Address City

|EN – Patient’s Family Head Address State

|EO – Patient’s Family Head Address Zip Code

Tip: Enter %RMVBLNK% next to a variable so that you do not have a blank line if there is no information. For example: |EL%RMVBLNK% will not have a blank line if there is no Family Head Address Line 2.

These variables can be used for family aged balance information:

|FG – Family Total Balance (includes insurance covered portion)

|FH – Family Balance (not including insurance covered portion)

|FI – Family Insurance Balance (portion expected from insurance)

|FJ – Current Aging Period – Amount Due

|FK – Aging Period 1-2 – Amount Due

|FL – Aging Period 2-3 – Amount Due

|FM – Aging Period 3-4 – Amount Due

|FN – Aging Period Over 4 – Amount Due

|FO – Billable Amount

Family Head business address variables:

|FP – Family Head Business Address Line 1

|FQ – Family Head Business Address Line 2

|FR – Family Head Business City

|FS – Family Head Business State

|FT – Family Head Business Zip Code

Tip: Enter %RMVBLNK% next to a variable so that you do not have a blank line if there is no information. For example: |FQ%RMVBLNK% will not have a blank line if there is no Business Address Line 2.

Referral letters printed from Patient Name:

The “G” variables are used when you print a letter to a patient’s referral. The patient’s referral is from the Referral field on their Patient Information screen. You will print the letter by selecting the patient name.

|GA – Referral Business Title

|GB – Referral First Name

|GC – Referral First and Middle Name

|GD – Referral Last Name

|GE – Referral Business Address Line 1 and 2 (combined)

|GF – Referral Business Address City, State, and Zip (combined)

|GG – Referral Business Telephone

|GH – Referral Home Address Line 1 and 2 (combined)

|GI – Referral Home Address City, State, and Zip (combined)

|GJ – Referral Home Telephone

|GK – Referral Remark Line 1

|GL – Referral Remark Line 2

|GM – Referral Remark Line 3

|GO – Referral Professional Title

|GP – Patient’s Referral Home Address Line 1

|GQ – Patient’s Referral Home Address Line 2

|GR – Patient’s Referral Home Address City

|GS – Patient’s Referral Home Address State

|GT – Patient’s Referral Home Address Zip Code

|GU – Patient’s Referral Business Address Line 1

|GV – Patient’s Referral Business Address Line 2

|GW – Patient’s Referral Business Address City

|GX – Patient’s Referral Business Address State

|GY – Patient’s Referral Business Address Zip

Tip: Enter %RMVBLNK% next to a variable so that you do not have a blank line if there is no information. For example: |GQ%RMVBLNK% will not have a blank line if there is no Referral Home Address Line 2.

These variables can be used to merge Pharmacy information:

|HA Pharmacy Name

|HB Pharmacy Address

|HC Pharmacy City, State, and Zip

|HD Pharmacy Phone 1

|HE Pharmacy Remark 1

|HF Pharmacy Remark 2

|HG Pharmacy E-mail Address

These variables can be used for the patient’s employer address:

|IA – Employer Name

|IB – Employer Address Line 1 and Line 2 (combined)

|IC – Employer Address City, State, and Zip (combined)

|ID – Employer Business Telephone 1

|IE – Employer Business Telephone 2

|IF – Fax Number (Employer Information screen)

|IG – Remark 1

|IH – Remark 2

These variables can also be used for the patient’s employer address:

|II – Employer Business Address Line 1

|IJ – Employer Business Address Line 2

|IK – Employer Business Address City

|IL – Employer Business Address State

|IM – Employer Business Address Zip

Tip: Enter %RMVBLNK% next to a variable so that you do not have a blank line if there is no information. For example: |IJ%RMVBLNK% will not have a blank line if there is no Business Address Line 2.

Insurance Information:

|JA – Primary Insurance Company Name

|JB – Primary Insurance Company Address Line 1 and Line 2

|JC – Primary Insurance Company Address City, State, and Zip

|JD – Primary Insurance Company Business Phone Number

|JE – Primary Insurance Company Remark Line 1

|JF – Primary Insurance Company Remark Line 2

|JG – Primary Insurance Plan Name

|JH – Primary Insurance Group Number

|JI – Primary Insurance Company E-Mail

|JK – Secondary Insurance Company Name

|JL – Secondary Insurance Company Address Line 1 and Line 2

|JM – Secondary Insurance Company Address City, State, and Zip

|JN – Secondary Insurance Company Business Phone Number

|JO – Secondary Insurance Company Remarks Line 1

|JP – Secondary Insurance Company Remarks Line 2

Physician 1 Information:

|LA – Physician Business Title

|LB – Physician First Name

|LC – Physician First Name and Middle Name

|LD – Physician Last Name

|LE – Physician Business Address Line 1 and Line 2 (combined)

|LF – Physician Business Address City, State, and Zip Code (combined)

|LG – Physician Business Telephone

|LH – Physician Home Address Line 1 and Line 2 (combined)

|LI – Physician Home Address City, State, and Zip (combined)

|LJ – Physician Home Telephone

|LK – Physician Remark Line 1

|LL – Physician Remark Line 2

|LM – Physician Remark Line 3

|LO – Physician Professional Title

The following variables can be used in place of the Physician 1 “L” variables:

|L_ Physician 1 Business Address Line 1

|L^ Physician 1 Business Address Line 2

|L$ Physician 1 Business Address City

|L~ Physician 1 Business Address State

|L! Physician 1 Business Address Zip Code

Tip: Enter %RMVBLNK% next to a variable so that you do not have a blank line if there is no information. For example: |L^%RMVBLNK% will not have a blank line if there is no Business Address Line 2.

Physician 2 Information:

|L0 – Physician 2 Business Title

|L1 – Physician 2 First Name

|L2 – Physician 2 First and Middle Name

|L3 – Physician 2 Last Name

|L4 – Physician 2 Business Address Line 1 and Line 2

|L5 – Physician 2 Business Address City, State, and Zip

|L6 – Physician 2 Business Telephone

|L7 – Physician 2 Home Address Line 1 and Line 2

|L8 – Physician 2 Home Address City, State, and Zip

|L9 – Physician 2 Home Telephone

|LS – Physician 2 Remark Line 1

|LT – Physician 2 Remark Line 2

|LU – Physician 2 Remark Line 3

|LW – Physician 2 Professional Title

The following variables can be used in place of the Physician 2 “L” variables:

|L# Physician 2 Address Line 1

|L% Physician 2 Address Line 2

|L& Physician 2 City

|L- Physician 2 State

|L@ Physician 2 Zip Code

Referral Name:

|NA – Referral Business Title

|NB – Referral First Name

|NC – Referral First and Middle Name

|ND – Referral Last Name

|NE – Referral Business Address Line 1 and Line 2

|NF – Referral Business Address City, State, and Zip

|NG – Referral Business Telephone

|NH – Referral Home Address Line 1 and Line 2

|NI – Referral Home Address City, State, and Zip

|NJ – Referral Home Telephone

|NK – Referral Remark Line 1

|NL – Referral Remark Line 2

|NM – Referral Remark Line 3

|NO – Referral Professional Title

Primary Insurance:

|OA Pri.Ins.Holder Title

|OB Pri.Ins.Holder First Name

|OC Pri.Ins.Holder First Name and Middle Initial

|OD Pri.Ins.Holder Last Name

|OE Pri.Ins.Holder Address Line 1and Line 2

|OF Pri.Ins.Holder Address City, State, and Zip

|OG Pri.Ins.Holder Home Telephone Number

|OH Pri.Ins.Holder Work Telephone Number

|OI Pri.Ins.Holder Date of Birth

|OJ Pri.Ins.Holder Social Security Number

Secondary Insurance:

|ON Sec.Ins.Holder Title

|OO Sec.Ins.Holder First Name

|OP Sec.Ins.Holder First Name and Middle Initial

|OQ Sec.Ins.Holder Last Name

|OR Sec.Ins.Holder Address Line 1 and Line 2

|OS Sec.Ins.Holder Address City, State, and Zip

|OT Sec.Ins.Holder Home Telephone Number

|OU Sec.Ins.Holder Work Telephone Number

|OV Sec.Ins.Holder Date of Birth

|OW Sec.Ins.Holder Social Security Number

Contact Information:

|PA – Patient Home Phone 1

|PB – Patient Home Phone 2

|PC – Patient Home Fax Number

|PD – Patient Home E-Mail

|PE – Patient Home Cell Phone Number

|PF – Patient Home Pager Number

|PG – Patient Business Phone 1

|PH – Patient Business Phone 2

|PI – Patient Business Fax Number

|PJ – Patient Business E-Mail

|PK – Patient Business Cell Phone Number

|PL – Patient Business Pager Number

Appointment variables to show date and time separately.

|P1 – Next appointment date in format of 12/15/07

|P2 – Next appointment date in format of December 15, 2007

|P3 – Next appointment starting time

Recall Variables

|RA – Next Recall Date (Prefers Date)

|RB – Last Activity Date

|RC – Recall Provider Initials

|RD – Recall Period

|RE – Recall Unit

|RF – Recommended Recall Date

|RG – Recall Next Appointment

Refer In/Out Variables:

|SA = Refer In/Out Title

|SB = Refer In/Out First Name

|SC = Refer In/Out First Name and Middle Initial

|SD = Refer In/Out Last Name

|SE = Refer In/Out Business Address Line 1 and 2

|SF = Refer In/Out Business Address City, State, and Zip

|SG = Refer In/Out Business Telephone Number

|SH = Refer In/Out Home Address

|SI = Refer In/Out Home Address City, State, and Zip

|SJ = Refer In/Out Home Telephone Number

|SK = Refer In/Out Remark Line 1

|SL = Refer In/Out Remark Line 2

|SM = Refer In/Out Remark Line 3

|SO = Refer In/Out Business Title

|SP = The date the patient was referred out or referred in.

|SQ = The patient’s estimated return date

|SR = The patient’s return date

Keyboard functions:

[F1] – Help

Up Arrow – Moves cursor Up one line

Down Arrow– Moves cursor Down one line

Left Arrow – Moves cursor left one character

Right Arrow – Moves cursor right one character

[PgUp] Key – Moves cursor one screen-page up

[PgDn] Key – Moves cursor one screen-page down

[Home] Key – Moves cursor to the up-left corner on the screen

[End] Key – Moves cursor to the end of current line

[Del] Key – Deletes one character to the right