Variables

Description

Contact Title

Letter recipient's title.

Contact Full Name

Letter recipient's full name (first and last name).

Contact First Name

Letter recipient's first name.

Contact Last Name

Letter recipient's last name.

Contact Billing Number

Letter recipient's billing number.

Contact Phone Number

Letter recipient's phone number.

Contact Fax Number

Letter recipient's fax number.

Contact Full Address

Letter recipient's facility address.

Facility Phone Number

Letter recipient's facility phone number.

Facility Fax Number

Letter recipient's facility fax number.

He/She/They/Sie/Zie

Him/Her/Them/Sir/Zim

His/Her/Their/Hir/Zir

Himself/Herself/Themself/ Hirself/ Zirself

Gender Identity under Patient demographics.

Allergies

Allergies in the patient chart.

📌 Note: It appears in a table format with the columns: Name, Status, Reaction, Other Reaction, Reported by, and Comments.

Medications Table

Active Medications in the patient chart.

📌 Note: It appears in a list format: Name, Dose, Start at.

Medications List

Active Medication in the patient chart.

📌 Note: It appears in a list format: Name of medication, Dose, Route, Frequency, and Duration.

Injections

Injections in the patient chart.

📌 Note: It appears in a table format with columns: Name, Dose, Date Administered.

Goals of Care

Health Profile > Goals of Care in the patient chart.

📌 Note: It appears in a table format with columns: Goal and Status; and list format: Advanced Directives, Organ or Tissue Donation, Notes.

Medical Conditions Table

Health Profile > Medical History in the patient chart.

📌 Note: It appears in a table format with columns: Diagnosis, Status, Onset Date

Surgical History Table

Health Profile > Surgical History in the patient chart.

📌 Note: It appears in a table format with columns: Procedures and Procedure Date.

Family History Table

Health Profile > Family History in the patient chart.

📌 Note: It appears in a table format with columns: Diagnoses, Life Stage, Start Date, Age at Onset, Treatment, Relationship.

Social History Table

Health Profile > Social History in the patient chart.

📌 Note: It appears in a table format with columns: Type, Life Stage, Start Date, End Date, Age of Onset.

Risk Factors Table

Health Profile > Risk Factors in the patient chart.

📌 Note: It appears in a table format with columns: Risk Factor, Life Stage, Start date.

Health Profile List

Displays Medical Conditions, Surgical History, Family History, Social History or Risk Factors as a list instead of a table. After clicking the variable name, select the Category and choose to view the data with or without notes.

💡 Tip: You can easily change the information in the list without affecting the patient chart data.

Appointment Practitioner

When you click on this variable, you can select from a list of all appointments made for the specific patient. Once selected, it populates the appointment practitioner.

📌 Note: If you use the appointment date and time variables, they will also automatically populate.

Appointment Start Time

When you click on this variable, the user can select from a list of all appointments made for the specific patient. Once selected, it populates the appointment start time.

📌 Note: If you use the appointment practitioner and date variables, they will also automatically populate.

Appointment Date

When you click on this variable, you can select from a list of all appointments made for the specific patient. Once selected, it populates the appointment date.

📌 Note: If you use the appointment practitioner and time variables, they will also automatically populate.

Add Patient Data Variable

Custom patient data in the patient chart.

📌 Note: This variable must be pre configured to pull specific items: Category, Property, Visible Data, Sentence Prefix and/or Sentence Suffix.

Add Lab Result Variable

This variable appears as a green bubble in the template and pulls data from the Lab Results section of the patient chart. Select the desired lab from the Lab Result field.

💡 Tip: You must have the lab type in at least one patient chart for it to show on the list.

The default Format is Simple, select the item you want to pull in (Value, Unit, Range).

Advanced Format is used to pull in multiple lab items. Use the below syntax in the empty field.

#value #unit #range #min_range #max_range #abnormal_status #note #collected_date #collected_time

You can combine the keywords in advanced formats.

A1C: #value (#unit, #min_range-#max_range).

Add Instant Variable

This variable appears as a pink bubble in the template. See Adding instant variables in message, letter, and encounter templates for more details on how to configure.