Form Letters in Partner
Partner can generate form letters, drawing information from a patient or account record. Partner includes a series of “fill in the blank” letters, and when you generate a letter, Partner automatically enters the correct information.
Contents
For example, you might send physical recall letters reminding families to call and schedule an appointment. You could also send account balance letters or collection notices. If your office moves, you may want to generate an information letter for all active patients.
You can generate form letters from within the Patient Editor (notjane
), the Family Editor (fame
), Partner’s recaller
program, or the Personal Money Tracking Assistant (persview). You can create a single form letter at any time, or you can configure a form letter, such as a HIPAA policy statement, to print out automatically for each appointment.
Introduction to Form Letters in Partner
When you want to create a new form letter in Partner, email a copy to PCC Support. We can help you figure out the best way to create a form that meets your office’s needs.
Edit and Maintain Forms in Partner
Partner has a built in form letter editor: waffle
. The waffle
program is a powerful, friendly form-letter editor that makes it easy to edit your existing form letters or create new ones from scratch.
PCC Support can help set up your letters in waffle
and also train your staff to edit and update them as needed. When your letters are in waffle
, you can make changes quickly on your own.
Create a Form Letter in a Word Processor and Export to PDF
If you have particular style and layout needs for your letters, you may decide to create your form letter in another program.
Some practices edit all of their form letters in a word processor, export a PDF file, and then send the file to PCC Support to have the form added to Partner.
Read below to learn how you can use waffle
. Contact PCC at <support@pcc.com>
or 1-800-722-1082 with any questions.
Run Waffle
waffle
is a powerful, friendly form-letter editor that makes it easy to edit your existing forms and create new ones from scratch. In this section, learn how to run waffle and get to know the letter selection screen. Then read the sections below to learn about all of waffle
‘s advanced features.
Start waffle
You can start waffle
from the “Partner Configuration” window or by typing waffle
at a command prompt.
Get to Know the Letter Selection Screen
The screen above shows a typical list of patient form letters in waffle
. For each letter, waffle
displays two important pieces of information:
-
Form Letter Name
The title for each form letter. The title will appear in various programs that generate form letters.
-
Send Output To
The printer command used when the letter is printed. This is generally a “spool” command, and it may indicate a specific printer in your office. Contact PCC for help if you need to change the printer command.
From the Letter Selection Screen, you can perform the following tasks:
F1 – Save and Quit
Press F1 to save any changes you have made and exit waffle
.
F4 – Edit Letter
Press F4 to edit the selected letter. waffle
uses your preferred text editor, either fred
or vi
.
F5 – Edit Ques
Press F5 to add or edit questions that are attached to the selected letter. Read the Adding Special Questions topic for more information.
F6 – Help
Press F6 to view a help screen containing useful information for writing form letters in waffle
.
F7 – Stock Letter
Select a new, blank letter and press F7 to automatically add basic practice information and the date variable to the letter.
F8 – Append Choices
Select a new, blank letter and press F8 to automatically add a selection of commonly used Partner variables to the end of the letter. You can then edit the letter and use the appended variables in the letter’s text.
Edit a Form Letter
Follow the procedure below to make a basic change to an existing form letter. Then read the sections below to learn about all of waffle
‘s advanced features.
Start waffle
You can start waffle
from the “Partner Configuration” window or by typing waffle
at a command prompt.
Choose the Type of Form Letter to Edit
The first thing waffle
does is ask if you want to work on an Account, Patient or Referral form letter. The Account Letters are the letters that you can print through the Family Editor (fame
), which generally deal with billing, insurance, and other account related issues. The Patient Letters can be printed through the Patient Editor (notjane
) and deal with appointments, immunizations, or other patient related topics. Referral form letters are forms printed from the referral
program.
Select a Letter
Use the arrow keys to pick a form letter you would like to edit.
Press
F4 – Edit Letter
Edit Your Letter
The letter will open in a text editor window. Use the arrow keys to move around the screen and edit the text.
You may encounter Partner variables or other text that is in an unfamiliar format. Read the Advanced Form Letter Formatting section to learn more.
Press
F1 – Save & Quit
Press F1 to save your work and return to the list of letters. From the list of letters, press F1 again to save and quit waffle
.
Partner comes with several sample form letters already installed. You can use the procedure above to quickly rephrase sentences or add paragraphs to the default letters.
Now that you know how to open a form letter and edit it, read the remaining sections to learn more about the tools and variables available for your form-letter creation.
Add a New Form Letter
Follow the procedure below to create a new form letter from scratch.
Run waffle
Run waffle
and choose whether to add a Patient, Account, or Referral form letter.
Select a Blank Line and Name Your Letter
Press Page Down or the down arrow key to move to the first blank line in the list of letters. Press Enter and type a name for your new form letter. Choose a descriptive, unique name that indicates the content of the letter.
Fill Out the “Print Command” Field
Copy the print command from one of your other form letters. If you need help choosing a print command, contact PCC support at 1-800-722-1082.
Optionally, Press F7 and/or F8
Press F7 – Stock Letter and/or F8 – Append Choices to automatically enter some text into your new letter. F7 will add your practice’s address and a salutation to the new letter. F8 will add some basic Partner variables to your letter. If you press either button, you can later delete the appended text if you decide you don’t want to use it.
Press
F4 – Edit Letter
You will see an empty text box in which you can type your new letter. If you chose to automatically enter “Stock Letter” or “Append Choices” text, you will see that information and can revise it and add your own material.
In the sample letter above, notice the letter text as well as the Partner field variables. The variables are surrounded by greater than (>) and less than (<) symbols. The variable content will be replaced with real information when the letter is generated from fame
, notjane
or some other Partner program. Read the Variables section below to learn more.
Press F1
Press F1 – Save & Quit when you are finished writing your form letter. If you are working on a long, complex form letter, you may want to press F1 periodically to return to the Letter Selection screen and save your progress.
Clone an Existing Form Letter
What if you want to make a lot of changes to an existing form letter in Partner and still keep the original as a back-up?
The Clone feature creates a copy of a selected letter. Cloning the “Gym Excuse Letter,” for example, adds a new letter to the end of your form-letter list called the “(NEW) Gym Excuse Letter.”
Follow this procedure to clone a letter:
Run waffle and Choose a Form Letter
Use the up and down arrow keys to select a form letter from your list.
Press
F2 – Advanced Commands
Select Clone Letter
Choose the clone option from the list of options and press Enter.
Press Enter
A confirmation screen will tell you that the selected letter has been cloned. Press Enter to continue.
Select the New, Cloned Letter
Find the new letter at the bottom of your list of letters. The letter’s name will start with the word NEW, making it easy to find.
Change the Name
Select the new letter and change its name to something more appropriate.
Edit the New Letter
Press F4 – Edit Letter to make your desired changes to the text.
Save Your Changes
Press F1 – Save to save your letter.
Delete a Form Letter
When a form letter becomes obsolete, you may wish to remove it. The Delete option on the Advanced Commands screen will mark the selected letter for deletion.
Follow this procedure to delete a letter:
Select a Letter
Select a form letter to delete by using the up and down arrow keys.
Press
F2 – Advanced Commands
Select Delete Letter and press Enter.
Confirm You Wish to Delete the Letter
A confirmation screen will appear, asking if you are sure you want to delete the selected letter. Press Y or N to continue.
Press Enter
If you confirm that you wish to delete the letter, a second confirmation screen will appear, indicating that the selected letter has been marked for deletion. Press Enter to continue.
Optional: Review and Change Your Mind
You will notice that the name of the selected letter has changed and now begins with a pound sign (#). The letter has been marked for deletion, and will disappear when you quit the waffle
program by pressing F1 – Save and Quit.
If you change your mind and do not want the letter to be deleted, remove the pound sign from the letter’s title before quitting waffle
.
You may delete multiple letters at once; none of them will actually be removed until you press F1 – Save and Quit.
Is it Gone Forever?: Deleting a letter does not fully erase the letter from your system. The pound sign at the beginning of the letter’s name simply removes the letter from waffle
and all Partner programs. If you need to retrieve an old letter that you accidentally deleted, call PCC support at 1-800-722-1082 or support@pcc.com.
After putting a lot of thought, time, and effort into designing a particular form letter, you may wish to share your form letter with other Partner users around the country. You could print a sample letter and fax it to your friend, but then they would have to retype the letter in waffle
on their system, and any special questions or other associated files would not be transferred.
The Share feature helps you send your form letter, along with all associated files, to another person. Follow this procedure to send any Partner form letter to another Partner client:
Select a Form Letter
Select a form letter to share by using the up and down arrow keys.
Press
F2 – Advanced Commands
Select Share Letter and Press Enter
The waffle
program will prepare your form letter and any associated files.
Press Enter
You will see a confirmation screen indicating that the files are ready to be sent. Press Enter to continue.
Fill out the “Mail-To” Screen
-
Mail To: Enter the e-mail address of the person to receive this message. Separate multiple addresses with commas.
-
Subject: Enter a subject line for this message. A default subject is created for you, but you can override this with a message of your own.
-
Optional Message: Write a comment or message for the recipient. You may wish to describe the form letter. This message will be the text of your e-mail message, the letter will be sent as an attachment.
Press F1
After filling in the fields, press F1 – Send Form to send the e-mail message with your form letter, or press F12 to abort and quit.
Press Enter to Finish
A confirmation screen will tell you whether or not the message was sent successfully. Press Enter to return to the list of form letters.
Note: Would you like to practice sharing a form letter before sending it to other people? Try sharing a letter to your own e-mail address.
When someone shares a form letter with you, it will arrive as an attachment to an e-mail message. You will be able to read the e-mail message the sender used and see the form letter attachment. You can preview the form letter and then add it your own set of waffle
letters.
Limitations: Previewing and installing shared form letters only works in the pine
e-mail program. If you use elm
or a graphical e-mail program (like Thunderbird or Apple Mail) you will have to run pine
to receive the form letter attached to the message. You can learn about pine by reading Pine Internet and Network E-mail, or you can contact PCC support and they will load the shared letter into your system for you.
Follow this procedure to preview and install the shared form letter:
Run the pine E-Mail Program
Run pine
from the Electronic Mail window or by typing pine
at a command prompt. If this is the first time you are running pine
, you may see a greeting message and should press E to exit the greeting.
Open the INBOX Index
Press I to visit the index of messages in your INBOX.
Select the Message With the Form Letter
Press the up or down arrow keys to select the e-mail message that contains the attached form letter.
Press Enter to View the Selected Message
Read the E-Mail
The e-mail message should identify the contents of the attachment and tell you how to start pine
and how to preview and install the form letter. A message entered by the sender may appear at the bottom of the e-mail.
View Attachments and Select the Form Letter
Press the greater-than sign (>) key to list the pieces of this e-mail message, including the attachments. The form-letter attachment (File/X-FORMLETTER) should be highlighted.
Press Enter to View Details
Form letter details will appear, indicating the type of file being sent (Account Form Letter or Patient Form Letter), the letter’s name and the system that sent it. A complete list of all the attached files will appear (one form letter might be made up of several smaller files).
Optional: View the Letter Before Installing
pine
will ask you if you wish to view the form letter before installing it. Press Y for “Yes” or N for “No” and then press Enter.
If you choose “Yes,” your system will use the information from one of your patients, along with his/her guarantor account, to fill out the form letter and present it to you on screen. You can preview the entire letter by pressing Page Up and Page Down. When you are finished previewing the document, press Q to quit.
Install the Form Letter
Finally, pine
will ask you if you wish to install the form letter. Press Y for “Yes” or N for “No” and then press Enter.
If you choose Yes, the form letter and its files will be added to your system.
Close waffle First: Form letters can not be received if any user is currently using the waffle
program. The install program will check for other waffle
users and tell you which user is currently using waffle
Press Enter to Return to the Message, Q to Quit pine
You can verify that the new letter was installed by running waffle
and looking at the list of Patient or Account form letters.
The new letter will begin with the word “NEW,” so you should select it and give it a more appropriate name. You can edit the letter by pressing F4 – Edit Letter.
Advanced Form Letter Editing
Creating a basic Partner form letter is easy. Form letters consist mostly of plain text, just like this paragraph. But form letters may also contain variables that are automatically replaced with text, printer control codes that change the style or size of your font, questions that are answered when the form is actually generated, and logletter
commands that will record information in an account’s history.
In the sections below, you can learn how waffle
‘s advanced features can help you achieve exactly the content and style that you want for your form letter.
Tip: When starting a brand new letter, write the basic text before worrying about variables, text formatting, or advanced form letter features. Write what you want to say first, then revisit the letter to add the extra variables and commands.
Bold, Italics, and Font Sizes
Partner has some of the same font and formatting capabilities as a word processor. Just as you can add Partner variables to your form letters that will change into account or patient information, you can add printer control codes that will change into an instruction for the printer to change font size or switch to bold or italic type-setting. You can use these codes to turn a boring form letter or crowded encounter form into a clean, readable, and professional looking document.
Using Printer Control Codes
All printer control codes begin and end with the sequence \001. Whenever the printing system sees those characters in a letter, it will change the printing style of your form letter.
You should finish write or editing your document before you add control codes. Create the letter first, then go back through it and insert control codes.
Control Code Example: Make Text Appear in Bold Typeface
Select a Letter
Open your form letter (or other Partner-printed document). From waffle
, select the letter and press F4 – Edit Form.
Move the Cursor to Effect Start
Use the arrow keys to position your cursor at the point where you want the text to print in bold.
Enter the Characters for Starting Bold Text:\001setEmph\001.
Move the Cursor to Effect Stop
Move your cursor to where you want bold text to stop.
Enter the Characters for Stopping Bold Text: \001resetEE\001.
Your text should now look like this:
The quick brown fox \001setEmph\001jumped over\001resetEE\001 the lazy dogs. |
Save and Quit
Press F1 – Save to save your changes. Press F1 – Save and Quit to exit waffle
.
Test Your Work
When you next print your form letter, the text between the two codes will appear bold:
The quick brown fox jumped over the lazy dogs.
|
Arranging Text on Your Form: The bold text code, “\001setEmph\001” takes up 15 spaces on your screen. Those 15 spaces will be ignored when your form letter is printed. That makes it difficult to line up the text in your form letter. While designing your form letter or encounter form, remember that the control codes will be removed when the letter prints.
List of Printer Control Codes
Control Code | Description |
---|---|
\001setEmph\001 | Start bold or “Emphasized” printing |
\001resetEE\001 | Stop bold or “Emphasized” printing |
\001strtItl\001 | Start italics |
\001stopItl\001 | Stop italics |
\001setSups\001 | Start Super script |
\001setSubs\001 | Start Sub script |
\001resetSu\001 | Stop super or sub script |
\001strtUnd\001 | Start underline |
\001stopUnd\001 | Stop underline |
\001nm10cpi\001 | Start 10 characters per inch (normal) |
\001nm12cpi\001 | Start 12 characters per inch (small) |
\001nm17cpi\001 | Start 17 characters per inch (smaller) |
Include Variables on Form Letters
If you include variables in the body of a form letter, they will be replaced with actual data from a patient or account when you generate the letter. As you create your form letter, you can choose from over hundreds of fields of information in the various PCC databases. The available fields include names, insurance company information, aged balances, status flags, practice information, and even patient vitals and other information from the patient’s chart.
Variables work in both plain text and PDF form letters. You can create plain text form letters yourself in the waffle
program in Practice Management. PCC Support can also help you turn PDFs into form letters.
Plain Text Form Letters
To use any field’s variable, place it in your form letter between a greater-than (<) and less-than (>) symbol:
Your child, <patname2>, is overdue for an MMR shot! |
When printed, the above text will include the patient’s full name.
Your child, John T. Canning, is overdue for an MMR shot! |
PDF Form Letters
When creating a PDF template for a form letter, leave blank spaces wherever you want PCC Support to place variables.
Sample Form Letter with Variables
Below is a sample HIB immunization letter that was written using waffle
. Notice how variables are used in both the header and the text of the letter:
———————————————————- <prac.name> <prac.addr1> <prac.addr2> <prac.city> <prac.state> <prac.zip> <prac.phone> ———————————————————- <today> Dear <aname>, In checking our records, we have discovered that <patname> has not received any HIB immunizations and is therefore at risk. Please call (802) 123-4567 between 9AM and 5PM for an appointment to have your child immunized. Thank You.
Adjust the Space Around a Variable
Unless otherwise specified, Partner will fill in 15 spaces for each variable in a letter. This default space works fine for items in a list, but may look strange if you use variables in the middle of a sentence.
Eliminating Extra Space
Consider the following salutation:
Dear <aname>, |
If the recipient account’s name is “Al Wells” then Partner will take up 15 spaces before printing the comma after his name. In other words, your letter would print like this:
Dear Al Wells , |
You can use variable formatting symbols to change how empty spaces are handled. If you add the symbols “;%s” Partner will use only the number of spaces it needs when filling in the blanks. Tell Partner to only use the eight spaces of the name “Al Wells” like this:
Dear <aname;%s>, |
The letter will print out like this:
Dear Al Wells, |
As seen in this example, adding ;%s to Partner variables will make your form letters appear much nicer.
Precise Variable Positioning
The “;%s” command characters will work best for most formatting needs. But sometimes you may need to specify exactly how many spaces a field can take up in a letter. If you needed to create columns and rows, for example, you could make each variable take up exactly 20 spaces. You might also need to control whether the text is right or left justified. Finally, you may wish to show only the first eight character’s of a patient’s name, and chop off the end of a name if it is longer.
In order to see how all of this works, we will examine a formatted variable which uses all of these features. Here is an example showing a lot of formatting for a variable:
<aname;%-20.10s> |
As you can see, extra characters were added between the percent sign and the letter “s”. The extra characters are what define the formatting of the variable. These symbols appear in a specific order. Here is a breakdown of the above example, showing the proper ordering of the characters and describing how each portion affects the formatting of the variable:
From the Example Above | Description | Purpose/Explanation |
---|---|---|
< | angle bracket | Indicated the beginning of the variable declaration |
aname | word | The name of the Partner variable |
; | semicolon | Separates the variable from the formatting information |
% | percent sign | Indicates the beginning of the variable formatting information |
– | minus sign | Left-justifies (aligns) the variable |
20 | number | Indicates the minimum number of characters the variable should fill |
. | period | Used to separate the space and character values |
10 | number | Indicates how many characters from the variable should be displayed |
s, d | the letter ‘s’ or ‘d’ | Indicates that the variable is a string of letters, not numbers. Use ‘d’ for digits, instead. |
> | angle bracket | Indicates the ending of the variable declaration |
String all of these elements together, translate them into English, and:
<aname;%-20.10s> |
Becomes:
“Print out the guarantor account’s name in a field that takes up a total of twenty spaces, but only fill in the first ten characters of the name, justified to the left of the 20 character space.”
Note: Advanced formatting is optional. For example, you might not want a left-justified variable. If you leave the dash (-) out of the above example, the variable will right-justify. Only use the dash when you want the variable to be left-justified.
The “20.10” numbers above specify a minimum and a maximum space allowed for the text content. If you want the field “aname” to take up exactly eighteen spaces, just enter: <aname;%18s>.
Working with Digits: When you use a ‘d’ instead of an ‘s’, the variable will be interpreted as a digit, leading to slightly different behavior. For example, if you specify that more characters should be displayed in a digit than are available, the variable may appear with extra zeroes. The variable <p.pcc;%6.6d> for a patient with PCC number 3313 will appear as “003313”.
Other Variable Space Formatting Samples
Here are other examples of formats and how they print. For this example, the account name is “Billy A Gillespie” with seventeen characters.
FORMAT RESULT _____________ ________________________________ <aname> ‘Billy A Gillespie ‘ <aname;%s> ‘Billy A Gillespie’ <aname;%20s> ‘ Billy A Gillespie’ <aname;%-20s> ‘Billy A Gillespie ‘ <aname;%20.5s> ‘ Billy’ <aname;%-20.5s> ‘Billy ‘ <aname;%7s> ‘Billy A Gillespie’ <aname;%7.7s> ‘Billy A’
Form Letter Variable List
You can use patient, family, practice, and schedule information inside your form letters. You can even create a form letter with vitals and other charted information! To learn how, read Using Form Letter Variables. This document is a list of possible variables you can use.
Is This a Complete List?: From time to time, PCC updates and adds variables for new features. You can see the complete list of variables on your PCC system by typing less /PCC/partner/lib/arf.pick
at a command prompt.
Replace the Number Sign: Where you see a number sign (#), replace it with a numerical value (1, 2, etc.). For example, the variables for insurance information all begin with “i#.” as in the name of the company, “i#.name.” In that case, you would replace the # with a number indicating whether you meant to show the name of the primary, secondary, or other insurance plan for the patient.
Locations and Care Centers?: When you generate a form, it automatically fills in different variables based on the patient, your practice, and other information. If you have your practice has multiple locations and generate a form letter from PCC EHR, it may not correctly identify your location information. Work with your Client Advocate to adjust your form letters so you can get the perfect form for your practice’s specific needs.
Variable Name | Description |
---|---|
prac.name | Practice’s name |
prac.addr1 | Practice’s first address line |
prac.addr2 | Practice’s second address line |
prac.city | Practice’s city |
prac.state | Practice’s state |
prac.zip | Practice’s zip code |
prac.phone | Practice’s phone number |
prac.billphone | Practice’s billing phone number |
prac.fax | Practice’s fax number |
prac.webaddr | Practice’s web address |
pracladdr# | Practice’s three address lines |
today | Today’s date |
p.pcc | Patient’s PCC number |
p.born | Patient’s birth date |
p.b.month | Patient’s birth month |
p.b.day | Patient’s birth day |
p.b.year | Patient’s birth year as two digits |
p.b.year4 | Patient’s birth year as four digits |
p.sexstatus | Patient’s sexstatus code |
patname | Patient’s full name – lastname first |
patname2 | Patient’s full name – firstname first |
patname3 | Patient’s name as `Last, First (F MM/DD/YY)’ |
patname-nc | Patient’s full name – lastname first, Complete |
patname2-nc | Patient’s full name – firstname first, Complete |
patname3-nc | Patient’s name as `Last, First (F MM/DD/YY)’, Complete |
p.last | Patient’s last name |
p.first | Patient’s first name |
p.first-nc | Patient’s first name, Complete |
p.chartno | Patient’s chart number |
p.mcaidno | Patient’s Medicaid number |
medicaidno | Patient’s Medicaid number (same as p.mcaidno) |
mcaid | Label for the Medicaid number |
p.mrecno | Patient’s medical record number |
p.mcareno | Patient’s Medicare number |
p.lastphy | Patient’s last physical |
p.nextphy | Patient’s next physical by |
p.lastvis | Patient’s date of last visit |
p.lastmiss | Patient’s date of last missed appt |
p.lastcan | Patient’s date of last canceled appt |
p.tot | Patient’s total appointments made |
p.missed | Patient’s total number of missed appointments |
p.cancel | Patient’s total number of canceled appointments |
p.missreason | Patient’s last missed appt’s visit reason |
p.canreason | Patient’s last canceled appt’s visit reason |
p.reln | Patient’s relation to billpayer |
p.sex | Patient’s sex |
p.them | Patient’s sex as in him/her |
p.their | Patient’s sex as in his/her |
p.theirs | Patient’s sex as in his/hers |
p.they | Patient’s sex as in he/she |
p.age | Patient’s age |
p.flags | Patient’s flags (encounter form) |
p.flag | Patient’s highest priority flag (across encounter form) |
p.allflags | Patient’s flags (all) |
p.allflag | Patient’s highest priority flag (across all) |
p.flagnum | Patient’s flags as a number |
p.ethnicity | Patient’s ethnicities as comma-separated text |
p.race | Patient’s races as comma-separated text |
p.preflanguage# | Patient’s preferred languages |
p.allpreflanguages | Patient’s preferred languages as comma-separated text |
pccp.contactname | Patient’s Confidential Comm Pref contact name |
pccp.contactmethod | Patient’s Confidential Comm Pref contact method |
pccp.contactinfo | Patient’s Confidential Comm Pref contact information |
p.numaller | Number of allergies patient has |
p.all# | Patient’s allergies |
p.allers | Patient’s allergies, as comma-separated text |
p.nummdiag | Number of major diagnoses patient has |
p.maj# | Patient’s major diagnoses |
p.majd# | Patient’s date of last visit for each major diagnosis |
p.mdiags | Patient’s major diagnoses, as comma-separated text |
p.notes# | Patient’s notes |
p.ytdchg | Patient’s YTD revenue charges across all accounts |
rp.name | Ref. Provider’s name |
rp.sname | Ref. Provider’s short name |
rp.insname | Ref. Provider’s insurance name |
rp.inscode | Ref. Provider’s insurance code |
rp.code# | Ref. Provider’s other codes, 1..10 |
rp.addr1 | Ref. Provider’s first address line |
rp.addr2 | Ref. Provider’s second address line |
rp.city | Ref. Provider’s city |
rp.state | Ref. Provider’s state |
rp.zip | Ref. Provider’s zip code |
rp.phone | Ref. Provider’s phone number |
rp.fphone | Ref. Provider’s fax number |
rp.oldid | Ref. provider’s Old ID (data conversions) Number |
rp.ein | Ref. provider’s 24 Employer Tax ID Number |
rp.ssn | Ref. provider’s 34 Social Security Number |
rp.npi | Ref. provider’s XX National Provider Identifier Number |
rp.slno | Ref. provider’s 0B State License Number |
rp.bsno | Ref. provider’s 1B Blue Shield Provider Number |
rp.mcareno | Ref. provider’s 1C Medicare Provider Number |
rp.mcaidno | Ref. provider’s 1D Medicaid Provider Number |
rp.upin | Ref. provider’s 1G Provider UPIN |
rp.champus | Ref. provider’s 1H CHAMPUS ID Number |
rp.pcno | Ref. provider’s G2 Provider Commercial Number |
rp.locno | Ref. provider’s LU Location Number |
rp.siapno | Ref. provider’s X5 State Industrial Accd Provider Number |
pv.name | Provider’s name (same as pvr) |
pv.sname | Provider’s short name (same as pvr) |
pv.lname | Provider’s last name (same as pvr) |
pv.insname | Provider’s insurance name (same as pvr) |
pv.inscode | Provider’s insurance code (same as pvr) |
pv.oldid | Provider’s Old ID (data conversions) (same as pvr) |
pv.taxonomy | Provider’s Provider Taxonomy Code (same as pvr) |
pv.siteid | Provider’s G5 Provider Site Number (same as pvr) |
pv.ein | Provider’s 24 Employer Tax ID Number (same as pvr) |
pv.ssn | Provider’s 34 Social Security Number (same as pvr) |
pv.npi | Provider’s XX National Provider Identifier (same as pvr) |
pv.slno | Provider’s 0B State License Number (same as pvr) |
pv.bsno | Provider’s 1B Blue Shield Provider Number (same as pvr) |
pv.mcareno | Provider’s 1C Medicare Provider Number (same as pvr) |
pv.mcaidno | Provider’s 1D Medicaid Provider Number (same as pvr) |
pv.upin | Provider’s 1G Provider UPIN (same as pvr) |
pv.champus | Provider’s 1H CHAMPUS ID Number (same as pvr) |
pv.pcno | Provider’s G2 Provider Commercial Number (same as pvr) |
pv.locno | Provider’s LU Location Number (same as pvr) |
pv.siapno | Provider’s X5 State Industrial Accd Number (same as pvr) |
pvr.name | Provider of Record’s name |
pvr.sname | Provider of Record’s short name |
pvr.lname | Provider of Record’s last name |
pvr.insname | Provider of Record’s insurance name |
pvr.inscode | Provider of Record’s insurance code |
pvr.oldid | Provider of Record’s Old ID (data conversions) Number |
pvr.taxonomy | Provider of Record’s Provider Taxonomy Code |
pvr.siteid | Provider of Record’s G5 Provider Site Number |
pvr.ein | Provider of Record’s 24 Employer Tax ID Number |
pvr.ssn | Provider of Record’s 34 Social Security Number |
pvr.npi | Provider of Record’s XX National Provider Identifier |
pvr.slno | Provider of Record’s 0B State License Number |
pvr.bsno | Provider of Record’s 1B Blue Shield Provider Number |
pvr.mcareno | Provider of Record’s 1C Medicare Provider Number |
pvr.mcaidno | Provider of Record’s 1D Medicaid Provider Number |
pvr.upin | Provider of Record’s 1G Provider UPIN |
pvr.champus | Provider of Record’s 1H CHAMPUS ID Number |
pvr.pcno | Provider of Record’s G2 Provider Commercial Number |
pvr.locno | Provider of Record’s LU Location Number |
pvr.siapno | Provider of Record’s X5 State Industrial Accd Prov Num |
aname | Guarantor Account’s full name |
aname-nc | Guarantor Account’s full name, Complete |
aladdr# | Guarantor Account’s three address lines |
a.pcc | Guarantor Account’s PCC number |
a.last | Guarantor Account’s last name |
a.first | Guarantor Account’s first name |
a.first-nc | Guarantor Account’s first name, Complete |
a.addr1 | Guarantor Account’s address line 1 |
a.addr2 | Guarantor Account’s address line 2 |
a.city | Guarantor Account’s city |
a.state | Guarantor Account’s state |
a.zip | Guarantor Account’s zip code |
a.hphone | Guarantor Account’s home phone |
a.wphone | Guarantor Account’s work phone |
a.tphone | Guarantor Account’s temp phone |
a.xphone | Guarantor Account’s extra phone |
a.email | Guarantor Account’s email address |
a.flags | Guarantor Account’s flags (encounter form) |
a.flag | Guarantor Account’s highest priority flag (across EF) |
a.allflags | Guarantor Account’s flags (all) |
a.allflag | Guarantor Account’s highest priority flag (across all) |
a.flagnum | Guarantor Account’s flags as a number |
a.totbal | Guarantor Account’s total balance |
a.pendbal | Guarantor Account’s pending balance |
a.acctbal | Guarantor Account’s personal balance |
a.medbal | Guarantor Account’s Medicaid balance |
a.ytdchg | Guarantor Account’s YTD revenue charges |
a.balins | Guarantor Account’s YTD insurance payments |
a.balmed | Guarantor Account’s YTD Medicaid payments |
a.balper | Guarantor Account’s YTD personal payments |
a.baloth | Guarantor Account’s YTD adjustments |
a.budgamt | Guarantor Account’s budget amount |
a.holddate | Guarantor Account’s hold date |
a.lastpay | Guarantor Account’s date of last personal payment |
a.lastins | Guarantor Account’s date of last insurance payment |
a.lastserv | Guarantor Account’s date of last service |
a.lastbill | Guarantor Account’s date of last personal bill |
a.pcnotes | Guarantor Account’s PC Notes (Fame Box 1) |
a.family | Guarantor Account’s Family Notes (Fame Box 2) |
a.id# | Guarantor Account’s ID numbers (1..4) (Fame Box 3..6) |
od.cur | Guarantor’s Personal Current, by Practice Config |
od.30 | Guarantor’s Personal Overdue 30, by Practice Config |
od.60 | Guarantor’s Personal Overdue 60, by Practice Config |
od.90 | Guarantor’s Personal Overdue 90, by Practice Config |
od.120 | Guarantor’s Personal Overdue 120, by Practice Config |
od.cred | Guarantor’s Personal Credit, by Practice Config |
ins.cur | Guarantor’s Insurance Current, by Practice Config |
ins.30 | Guarantor’s Insurance Overdue 30, by Practice Config |
ins.60 | Guarantor’s Insurance Overdue 60, by Practice Config |
ins.90 | Guarantor’s Insurance Overdue 90, by Practice Config |
ins.120 | Guarantor’s Insurance Overdue 120, by Practice Config |
ins.cred | Guarantor’s Insurance Credit, by Practice Config |
med.cur | Guarantor’s Medicaid Current, by Practice Config |
med.30 | Guarantor’s Medicaid Overdue 30, by Practice Config |
med.60 | Guarantor’s Medicaid Overdue 60, by Practice Config |
med.90 | Guarantor’s Medicaid Overdue 90, by Practice Config |
med.120 | Guarantor’s Medicaid Overdue 120, by Practice Config |
med.cred | Guarantor’s Medicaid Credit, by Practice Config |
od.cur.trans | Guarantor’s Personal Current Aging, by Transaction Date |
od.30.trans | Guarantor’s Personal Overdue 30, by Transaction Date |
od.60.trans | Guarantor’s Personal Overdue 60, by Transaction Date |
od.90.trans | Guarantor’s Personal Overdue 90, by Transaction Date |
od.120.trans | Guarantor’s Personal Overdue 120, by Transaction Date |
od.cred.trans | Guarantor’s Personal Credit, by Transaction Date |
ins.cur.trans | Guarantor’s Insurance Current Aging, by Transaction Date |
ins.30.trans | Guarantor’s Insurance Overdue 30, by Transaction Date |
ins.60.trans | Guarantor’s Insurance Overdue 60, by Transaction Date |
ins.90.trans | Guarantor’s Insurance Overdue 90, by Transaction Date |
ins.120.trans | Guarantor’s Insurance Overdue 120, by Transaction Date |
ins.cred.trans | Guarantor’s Insurance Credit, by Transaction Date |
med.cur.trans | Guarantor’s Medicaid Current Aging, by Transaction Date |
med.30.trans | Guarantor’s Medicaid Overdue 30, by Transaction Date |
med.60.trans | Guarantor’s Medicaid Overdue 60, by Transaction Date |
med.90.trans | Guarantor’s Medicaid Overdue 90, by Transaction Date |
med.120.trans | Guarantor’s Medicaid Overdue 120, by Transaction Date |
med.cred.trans | Guarantor’s Medicaid Credit, by Transaction Date |
od.cur.payor | Guarantor’s Personal Current Aging, by Payor Resp. Date |
od.30.payor | Guarantor’s Personal Overdue 30, by Payor Resp. Date |
od.60.payor | Guarantor’s Personal Overdue 60, by Payor Resp. Date |
od.90.payor | Guarantor’s Personal Overdue 90, by Payor Resp. Date |
od.120.payor | Guarantor’s Personal Overdue 120, by Payor Resp. Date |
od.cred.payor | Guarantor’s Personal Credit, by Payor Resp. Date |
ins.cur.payor | Guarantor’s Insurance Current Aging, by Payor Resp. Date |
ins.30.payor | Guarantor’s Insurance Overdue 30, by Payor Resp. Date |
ins.60.payor | Guarantor’s Insurance Overdue 60, by Payor Resp. Date |
ins.90.payor | Guarantor’s Insurance Overdue 90, by Payor Resp. Date |
ins.120.payor | Guarantor’s Insurance Overdue 120, by Payor Resp. Date |
ins.cred.payor | Guarantor’s Insurance Credit, by Payor Resp. Date |
med.cur.payor | Guarantor’s Medicaid Current Aging, by Payor Resp. Date |
med.30.payor | Guarantor’s Medicaid Overdue 30, by Payor Resp. Date |
med.60.payor | Guarantor’s Medicaid Overdue 60, by Payor Resp. Date |
med.90.payor | Guarantor’s Medicaid Overdue 90, by Payor Resp. Date |
med.120.payor | Guarantor’s Medicaid Overdue 120, by Payor Resp. Date |
med.cred.payor | Guarantor’s Medicaid Credit, by Payor Resp. Date |
od.cur.post | Guarantor’s Personal Current Aging, by Posting Date |
od.30.post | Guarantor’s Personal Overdue 30, by Posting Date |
od.60.post | Guarantor’s Personal Overdue 60, by Posting Date |
od.90.post | Guarantor’s Personal Overdue 90, by Posting Date |
od.120.post | Guarantor’s Personal Overdue 120, by Posting Date |
od.cred.post | Guarantor’s Personal Credit, by Posting Date |
ins.cur.post | Guarantor’s Insurance Current Aging, by Posting Date |
ins.30.post | Guarantor’s Insurance Overdue 30, by Posting Date |
ins.60.post | Guarantor’s Insurance Overdue 60, by Posting Date |
ins.90.post | Guarantor’s Insurance Overdue 90, by Posting Date |
ins.120.post | Guarantor’s Insurance Overdue 120, by Posting Date |
ins.cred.post | Guarantor’s Insurance Credit, by Posting Date |
med.cur.post | Guarantor’s Medicaid Current Aging, by Posting Date |
med.30.post | Guarantor’s Medicaid Overdue 30, by Posting Date |
med.60.post | Guarantor’s Medicaid Overdue 60, by Posting Date |
med.90.post | Guarantor’s Medicaid Overdue 90, by Posting Date |
med.120.post | Guarantor’s Medicaid Overdue 120, by Posting Date |
med.cred.post | Guarantor’s Medicaid Credit, by Posting Date |
a.notes# | Guarantor Account’s notes |
a.bnotes# | Guarantor Account’s billing notes |
a.copaynotes | Guarantor Account’s copay notes |
cname | Custodial Account’s full name |
cname-nc | Custodial Account’s full name, Complete |
claddr# | Custodial Account’s three address lines |
c.pcc | Custodial Account’s PCC number |
c.last | Custodial Account’s last name |
c.first | Custodial Account’s first name |
c.first-nc | Custodial Account’s first name, Complete |
c.addr1 | Custodial Account’s first address line |
c.addr2 | Custodial Account’s second address line |
c.city | Custodial Account’s city |
c.state | Custodial Account’s state |
c.zip | Custodial Account’s zip code |
c.hphone | Custodial Account’s home phone |
c.wphone | Custodial Account’s work phone |
c.tphone | Custodial Account’s temp phone |
c.xphone | Custodial Account’s extra phone |
c.email | Custodial Account’s email address |
c.flags | Custodial Account’s flags (encounter form) |
c.flag | Custodial Account’s highest priority flag (across EF) |
c.allflags | Custodial Account’s flags (all) |
c.allflag | Custodial Account’s highest priority flag (across all) |
c.flagnum | Custodial Account’s flags as a number |
c.totbal | Custodial Account’s total balance |
c.pendbal | Custodial Account’s pending balance |
c.acctbal | Custodial Account’s personal balance |
c.medbal | Custodial Account’s Medicaid balance |
c.ytdchg | Custodial Account’s YTD revenue charges |
c.balins | Custodial Account’s YTD insurance payments |
c.balmed | Custodial Account’s YTD Medicaid payments |
c.balper | Custodial Account’s YTD personal payments |
c.baloth | Custodial Account’s YTD adjustments |
c.budgamt | Custodial Account’s budget amount |
c.holddate | Custodial Account’s hold date |
c.lastpay | Custodial Account’s date of last personal payment |
c.lastins | Custodial Account’s date of last insurance payment |
c.lastserv | Custodial Account’s date of last service |
c.lastbill | Custodial Account’s date of last personal bill |
c.pcnotes | Custodial Account’s PC Notes (Fame Box 1) |
c.family | Custodial Account’s Family Notes (Fame Box 2) |
c.id# | Custodial Account’s ID numbers (1..4) (Fame Box 3..6) |
c.notes# | Custodial Account’s notes |
c.bnotes# | Custodial Account’s billing notes |
c.copaynotes | Custodial Account’s copay notes |
i.num | Number of Policies |
i#.name | Insco’s name |
i#.addr1 | Insco’s first address |
i#.addr2 | Insco’s second address |
i#.city | Insco’s city |
i#.state | Insco’s state |
i#.zip | Insco’s zip |
i#.sname | Insco’s short name |
i#.phone | Insco’s phone number |
i#.eob | Insco’s Aux Payor ID (EDI) |
i#.id | Insco’s Payor ID (EDI) |
i#.eligid | Insco’s Eligibility ID (EDI) |
i#.oldid | Insco’s Old ID (data conversions) |
i#.filingid | Insco’s Claim Filing Indicator Code |
i#.instype | Insco’s Subscriber Insurance Type Code |
i#.subsfilingid | Insco’s Subscriber Claim Filing Indicator Code |
i#.copay | Insco’s copay amount |
i#.insgrp | Insco’s ted -S insco group number |
i#.cert | Policy’s cert num |
i#.grp | Policy’s grp number |
i#.start | Policy’s start date |
i#.end | Policy’s end date |
i#.born | Policy Subscriber’s birth date |
i#.first | Policy Subscriber’s first name |
i#.last | Policy Subscriber’s last name |
i#.saddr1 | Policy Subscriber’s first address |
i#.saddr2 | Policy Subscriber’s second address |
i#.scity | Policy Subscriber’s city |
i#.sstate | Policy Subscriber’s state |
i#.szip | Policy Subscriber’s zip |
i#.employer | Policy Subscriber’s employer |
i#.sex | Policy Subscriber’s sex |
i#.insco | Policy’s Insco’s ted -S insco number |
i#.reln | Patient’s Relationship to Policy Subscriber ted -S # |
i#.notes# | Insco’s notes |
i#.grp.name | Insco’s Group name |
i#.grp.sname | Insco’s Group short name |
i#.grp.order | Insco’s Group order |
a.num | Number of Next Appointment’s |
a#.date | Next Appointment’s date |
a#.time | Next Appointment’s time |
a#.posted | Next Appointment’s creation date/time |
a#.type | Next Appointment’s reason |
a#.len | Next Appointment’s length in minutes |
a#.login | Next Appointment’s creator’s login name |
a#.fullname | Next Appointment’s creator’s full name |
a#.who | Next Appointment’s creator’s initials |
a#.how | Next Appointment’s creating program |
a#.word | Next Appointment’s magic word (if any) |
a#.pat.pcc | Next Appointment’s Patient’s PCC number |
a#.pat.born | Next Appointment’s Patient’s birth date |
a#.pat.last | Next Appointment’s Patient’s last name |
a#.pat.first | Next Appointment’s Patient’s first name |
a#.pat.mcaidno | Next Appointment’s Patient’s Medicaid number |
a#.pat.mcareno | Next Appointment’s Patient’s Medicare number |
a#.pat.mrecno | Next Appointment’s Patient’s medical record number |
a#.pat.chartno | Next Appointment’s Patient’s chart number |
a#.pat.lastphy | Next Appointment’s Patient’s date of last physical |
a#.pat.nextphy | Next Appointment’s Patient’s date due for next physical |
a#.pat.lastvis | Next Appointment’s Patient’s date of last visit |
a#.pat.lastmiss | Next Appointment’s Patient’s last missed appt (date) |
a#.pat.lastcan | Next Appointment’s Patient’s last canceled appt (date) |
a#.pat.tot | Next Appointment’s Patient’s total appointments made |
a#.pat.missed | Next Appointment’s Patient’s number of missed appts |
a#.pat.cancel | Next Appointment’s Patient’s number of canceled appts |
a#.pat.missreason | Next Appointment’s Patient’s last missed appt’s reason |
a#.pat.canreason | Next Appointment’s Patient’s last can’d appt’s reason |
a#.pat.cus | Next Appointment’s Patient’s custodial account (number) |
a#.pat.acc | Next Appointment’s Patient’s guarantor account (number) |
a#.pat.referral | Next Appointment’s Patient’s referring provider (number) |
a#.pat.reln | Next Appointment’s Patient’s reln to billpayer (number) |
a#.pat.provider | Next Appointment’s Patient’s provider of record (number) |
a#.pat.physical | Next Appointment’s Patient’s next physical type (number) |
a#.prov | Next Appointment’s provider (number) |
a#.pv.type | Next Appointment’s Provider’s type (as a number) |
a#.pv.group | Next Appointment’s Provider’s group (as a number) |
a#.pv.name | Next Appointment’s Provider’s full name |
a#.pv.sname | Next Appointment’s Provider’s short name |
a#.pv.lname | Next Appointment’s Provider’s last name |
a#.pv.insname | Next Appointment’s Provider’s insurance name |
a#.pv.inscode | Next Appointment’s Provider’s insurance code |
a#.pv.pif | Next Appointment’s Provider’s special information file |
a#.pv.initial | Next Appointment’s Provider’s initial |
a#.pv.oldid | Next Appointment’s Provider’s Old ID (data conversions) Number |
a#.pv.taxonomy | Next Appointment’s Provider’s Provider Taxonomy Code |
a#.pv.siteid | Next Appointment’s Provider’s Provider Site Number |
a#.pv.ein | Next Appointment’s Provider’s Employer Tax ID Number |
a#.pv.ssn | Next Appointment’s Provider’s Social Security Number |
a#.pv.npi | Next Appointment’s Provider’s National Provider ID |
a#.pv.slno | Next Appointment’s Provider’s State License Number |
a#.pv.bsno | Next Appointment’s Provider’s Blue Shield Number |
a#.pv.mcareno | Next Appointment’s Provider’s Medicare Number |
a#.pv.mcaidno | Next Appointment’s Provider’s Medicaid Number |
a#.pv.upin | Next Appointment’s Provider’s Provider UPIN |
a#.pv.champus | Next Appointment’s Provider’s CHAMPUS ID Number |
a#.pv.pcno | Next Appointment’s Provider’s Commercial Number |
a#.pv.locno | Next Appointment’s Provider’s Location Number |
a#.pv.siapno | Next Appointment’s Provider’s State Industrial Accd |
a#.loc.name | Next Appointment’s Location’s long name |
a#.loc.sname | Next Appointment’s Locations short name |
a#.loc.addr1 | Next Appointment’s Location’s first address line |
a#.loc.addr2 | Next Appointment’s Location’s second address line |
a#.loc.city | Next Appointment’s Location’s city |
a#.loc.state | Next Appointment’s Location’s state |
a#.loc.zip | Next Appointment’s Location’s zip code |
a#.loc.phone | Next Appointment’s Location’s phone number |
a#.loc.inscode | Next Appointment’s Location’s insurance code |
a#.loc.oldid | Next Appointment’s Location’s Old ID (data conversions) |
a#.loc.hipaa | Next Appointment’s Location’s Service Facility Qualifier |
a#.loc.ein | Next Appointment’s Location’s Employer Tax ID Number |
a#.loc.ssn | Next Appointment’s Location’s Social Security Number |
a#.loc.npi | Next Appointment’s Location’s National Provider ID |
a#.loc.slno | Next Appointment’s Location’s State License Number |
a#.loc.bcno | Next Appointment’s Location’s Blue Cross Number |
a#.loc.bsno | Next Appointment’s Location’s Blue Shield Number |
a#.loc.mcareno | Next Appointment’s Location’s Medicare Provider Number |
a#.loc.mcaidno | Next Appointment’s Location’s Medicaid Provider Number |
a#.loc.upin | Next Appointment’s Location’s Provider UPIN |
a#.loc.champus | Next Appointment’s Location’s CHAMPUS ID Number |
a#.loc.pcno | Next Appointment’s Location’s Provider Commercial Number |
a#.loc.locno | Next Appointment’s Location’s Location Number |
a#.loc.clia | Next Appointment’s Location’s CLIA Number |
a#.loc.siapno | Next Appointment’s Location’s State Industrial Accd |
a#.loc.abbrev | Next Appointment’s Location’s abbreviation |
a#.locladdr# | Next Appointment’s Location’s three address lines |
v.last.length.when | Vitals – Length – Date of most recent measurement |
v.last.length.pctl | Vitals – Length – Percentile of most recent measurement |
v.last.length.in | Vitals – Length – Most recent measurement in inches |
v.last.length.cm | Vitals – Length – Most recent measurement in centimeters |
v.last.height.when | Vitals – Height – Date of most recent measurement |
v.last.height.pctl | Vitals – Height – Percentile of most recent measurement |
v.last.height.in | Vitals – Height – Most recent measurement in inches |
v.last.height.cm | Vitals – Height – Most recent measurement in centimeters |
v.last.weight.when | Vitals – Weight – Date of most recent measurement |
v.last.weight.pctl | Vitals – Weight – Percentile of most recent measurement |
v.last.weight.eng | Vitals – Weight – Most recent measurement lbs oz |
v.last.weight.lb | Vitals – Weight – Most recent measurement lbs (use with oz) |
v.last.weight.oz | Vitals – Weight – Most recent measurement oz (use with lbs) |
v.last.weight.kg | Vitals – Weight – Most recent measurement in kilograms |
v.last.bmi.when | Vitals – BMI – Date of most recent calculated BMI |
v.last.bmi.pctl | Vitals – BMI – Percentile of most recent calculated BMI |
v.last.bmi.bmi | Vitals – BMI – Most recent calculated BMI |
v.last.bp.when | Vitals – Blood Pressure – Date of most recent measurement |
v.last.bp.pctl | Vitals – Blood Pressure – Percentile of most recent measurement |
v.last.bp.bp | Vitals – Blood Pressure – Most recent measurement |
v.last.bp.systolic | Vitals – Blood Pressure – Most recent Systolic measurement |
v.last.bp.diastolic | Vitals – Blood Pressure – Most recent Diastolic measurement |
v.last.bp.position | Vitals – Blood Pressure – Position of most recent measurement |
v.last.bp.location | Vitals – Blood Pressure – Location of most recent measurement |
v.last.head.when | Vitals – Head Circumference – Date of most recent measurement |
v.last.head.pctl | Vitals – Head Circumference – Percentile of most recent measurement |
v.last.head.in | Vitals – Head Circumference – Most recent measurement in inches |
v.last.head.cm | Vitals – Head Circumference – Most recent measurement in centimeters |
v.last.o2sat.when | Vitals – 02 Saturation – Date of most recent measurement |
v.last.o2sat.pct | Vitals – 02 Saturation – Most recent measurement in percent |
v.last.pulse.when | Vitals – Pulse – Date of most recent measurement |
v.last.pulse.bpm | Vitals – Pulse – Most recent measurement |
v.last.resp.when | Vitals – Respiratory Rate – Date of most recent measurement |
v.last.resp.bpm | Vitals – Respiratory Rate – Most recent measurement |
v.last.temp.when | Vitals – Temperature – Date of most recent measurement |
v.last.temp.c | Vitals – Temperature – Most recent measurement in Celsius |
v.last.temp.f | Vitals – Temperature – Most recent measurement in Fahrenheit |
v.last.temp.method | Vitals – Temperature – Most recent measurement’s method |
shot.last.num | Vaccine – Total number of Vaccines Administered |
shot#.last.name | Vaccine – Vaccine Name (# = ImmDi table offset) |
shot#.last.date | Vaccine – Date of most recent vaccine (# = ImmDi table offset) |
prob.num | Problem List – Total number of active problems |
prob#.name | Problem List – Problem Name (# = ordinal number of problem on the list) |
prob#.note | Problem List – Problem Note (# = ordinal number of problem on the list) |
prob#.date | Problem List – Most recent date of the Problem (# = ordinal number of problem on the list) |
aller.num | Allergies List – Total number of active allergies |
aller#.name | Allergies List – Allergy Name (# = ordinal number of allergy on the list) |
aller#.note | Allergies List – Allergy Note (# = ordinal number of allergy on the list) |
aller#.date | Allergies List – Most recent date of the Allergy (# = ordinal number of allergy on the list) |
erxaller.num | PCC eRx Allergies – Number of active allergies |
erxaller#.allergen | PCC eRx Allergies – Allergen (# = ordinal number of allergy on the list) |
erxaller#.reaction | PCC eRx Allergies – Reaction (# = ordinal number of allergy on the list) |
erxaller#.sens | PCC eRx Allergies – Sensitivity (# = ordinal number of allergy on the list) |
erxaller#.severity | PCC eRx Allergies – Severity (# = ordinal number of allergy on the list) |
erxaller#.onset | PCC eRx Allergies – Onset Date (# = ordinal number of allergy on the list) |
erxaller#.comments | PCC eRx Allergies – Comments (# = ordinal number of allergy on the list) |
labreq.fac.name | Lab Requisition – Assigned Facility’s name |
labreq.fac.addr1 | Lab Requisition – Assigned Facility’s first address line |
labreq.fac.addr2 | Lab Requisition – Assigned Facility’s second address line |
labreq.fac.city | Lab Requisition – Assigned Facility’s city |
labreq.fac.state | Lab Requisition – Assigned Facility’s state |
labreq.fac.zip | Lab Requisition – Assigned Facility’s zip code |
labreq.fac.phone | Lab Requisition – Assigned Facility’s first phone number |
labreq.fac.fax | Lab Requisition – Assigned Facility’s fax number |
labreq.diag.num | Lab Requisition – Number of ICD-10 Diagnoses |
labreq.diag#.name | Lab Requisition – ICD-10 diagnoses name (# = ordinal number of diagnosis on the list) |
labreq.diag#.code | Lab Requisition – ICD-10 code (# = ordinal number of diagnosis on the list) |
labreq.stat | Lab Requisition – STAT value (as STAT or empty) |
labreq.stat.x | Lab Requisition – STAT value (as X or empty) |
labreq.stat.yn | Lab Requisition – STAT value (as Y or N) |
labreq.statnum | Lab Requisition – Callback phone number for STAT results |
labreq.fasting | Lab Requisition – Fasting value (as Fasting or empty) |
labreq.fasting.x | Lab Requisition – Fasting value (as X or empty) |
labreq.fasting.yn | Lab Requisition – Fasting value (as Y or N) |
labreq.instructions | Lab Requisition – Additional Instructions |
labreq.scdate | Lab Requisition – Earliest specimen collection date |
labreq.sctime | Lab Requisition – Earliest specimen collection time |
labreq.scts | Lab Requisition – Earliest specimen collection timestamp |
labreq.lab.num | Lab Requisition – Number of lab orders in requisition |
labreq.lab#.name | Lab Requisition – Lab order’s name (# = ordinal number of lab order on the list) |
labreq.lab#.code | Lab Requisition – Lab order’s vendor code (# = ordinal number of lab order on the list) |
labreq.lab#.note | Lab Requisition – Lab order’s note (# = ordinal number of lab order on the list) |
labreq.lab#.scdate | Lab Requisition – Lab order’s specimen collection date (# = ordinal number of lab order on the list) |
labreq.lab#.sctime | Lab Requisition – Lab order’s specimen collection time (# = ordinal number of lab order on the list) |
labreq.lab#.scts | Lab Requisition – Lab order’s specimen collection timestamp (# = ordinal number of lab order on the list) |
labreq.lab#.scuser | Lab Requisition – Lab order’s specimen collection user name (# = ordinal number of lab order on the list) |
radreq.diag.num | Radiology Requisition – Number of ICD-10 diagnoses |
radreq.diag#.name | Radiology Requisition – ICD-10 diagnosis name (# = ordinal number of diagnosis on the list) |
radreq.diag#.code | Radiology Requisition – ICD-10 code (# = ordinal number of diagnosis on the list) |
radreq.stat | Radiology Requisition – STAT value (as STAT or empty) |
radreq.stat.x | Radiology Requisition – STAT value (as X or empty) |
radreq.stat.yn | Radiology Requisition – STAT value (as Y or N) |
radreq.fasting | Radiology Requisition – Fasting value (as Fasting or empty) |
radreq.fasting.x | Radiology Requisition – Fasting value (as X or empty) |
radreq.fasting.yn | Radiology Requisition – Fasting value (as Y or N) |
radreq.instructions | Radiology Requisition – Additional Instructions |
radreq.rad.num | Radiology Requisition – Number of radiology orders in requisition |
radreq.rad#.name | Radiology Requisition – Radiology order’s name (# = ordinal number of radiology order on the list) |
radreq.rad#.note | Radiology Requisition – Radiology order’s note (# = ordinal number of radiology order on the list) |
pve.offset | Provider of Encounter’s ted -S provider number |
pve.name | Provider of Encounter’s name |
pve.sname | Provider of Encounter’s short name |
pve.fname | Provider of Encounter’s first name |
pve.mname | Provider of Encounter’s middle name |
pve.lname | Provider of Encounter’s last name |
pve.insname | Provider of Encounter’s insurance name |
pve.inscode | Provider of Encounter’s insurance code |
pve.oldid | Provider of Encounter’s Old ID |
pve.taxonomy | Provider of Encounter’s Provider Taxonomy Code |
pve.siteid | Provider of Encounter’s G5 Provider Site Number |
pve.ein | Provider of Encounter’s 24 Employer Tax ID Number |
pve.ssn | Provider of Encounter’s 34 Social Security Number |
pve.npi | Provider of Encounter’s XX National Provider Identifier |
pve.slno | Provider of Encounter’s 0B State License Number |
pve.bsno | Provider of Encounter’s 1B Blue Shield Provider Number |
pve.mcareno | Provider of Encounter’s 1C Medicare Provider Number |
pve.mcaidno | Provider of Encounter’s 1D Medicaid Provider Number |
pve.upin | Provider of Encounter’s 1G Provider UPIN |
pve.champus | Provider of Encounter’s 1H CHAMPUS ID Number |
pve.pcno | Provider of Encounter’s G2 Provider Commercial Number |
pve.locno | Provider of Encounter’s LU Location Number |
pve.siapno | Provider of Encounter’s X5 State Industrial Accident Number |
pve.license | Provider of Encounter’s Medical License Number |
enc.id | Encounter’s ID |
enc.date | Encounter’s date |
enc.time | Encounter’s time |
enc.ts | Encounter’s timestamp |
enc.loc.offset | Encounter Location’s ted -S place of service number |
enc.loc.name | Encounter Location’s long name |
enc.loc.sname | Encounter Location’s short name |
enc.loc.addr1 | Encounter Location’s first address line |
enc.loc.addr2 | Encounter Location’s second address line |
enc.loc.city | Encounter Location’s city |
enc.loc.state | Encounter Location’s state |
enc.locladdr# | Encounter Location’s three address lines |
enc.loc.phone | Encounter Location’s phone number |
enc.loc.fax | Encounter Location’s fax number |
enc.loc.billphone | Encounter Location’s billing phone number |
enc.loc.orgname | Encounter Location’s organization name |
enc.loc.webaddr | Encounter Location’s web address |
enc.loc.inscode | Encounter Location’s insurance code |
enc.loc | Encounter Location’s Old ID (used in data conversions) |
enc.loc.hipaa | Encounter Location’s Service Facility Qualifier |
enc.loc.ein | Encounter Location’s Tax ID Number |
enc.loc.ssn | Encounter Location’s Social Security Number |
enc.loc.npi | Encounter Location’s National Provider ID |
enc.loc.slno | Encounter Location’s State License Number |
enc.loc.bcno | Encounter Location’s Blue Cross Number |
enc.loc.bsno | Encounter Location’s Blue Shield Number |
enc.loc.mcareno | Encounter Location’s Medicare Provider Number |
enc.loc.mcaidno | Encounter Location’s Medicaid Provider Number |
enc.loc.upin | Encounter Location’s Provider UPIN |
enc.loc.champus | Encounter Location’s CHAMPUS ID number |
enc.loc.pcno | Encounter Location’s Provider Commercial Number |
enc.loc.locno | Encounter Location’s Location Number |
enc.loc.clia | Encounter Location’s CLIA Number |
enc.loc.siapno | Encounter Location’s State Industrial Accident Number |
enc.loc.abbrev | Encounter Location’s abbreviation |
enc.v.length.num | Encounter Vitals – Number of Length vitals |
enc.v.length#.when | Encounter Vitals – Length – Date (# = ordinal number of length on the list) |
enc.v.length#.pctl | Encounter Vitals – Length – Percentile (# = ordinal number of length on the list) |
enc.v.length#.in | Encounter Vitals – Length – in inches (# = ordinal number of length on the list) |
enc.v.length#.cm | Encounter Vitals – Length – in centimeters (# = ordinal number of length on the list) |
enc.v.height.num | Encounter Vitals – Number of Height vitals | enc.v.height#.when | Encounter Vitals – Height – Date (# = ordinal number of height on the list) |
enc.v.height#.pctl | Encounter Vitals – Height – Percentile (# = ordinal number of height on the list) |
enc.v.height#.in | Encounter Vitals – Height – in inches (# = ordinal number of height on the list) |
enc.v.height#.cm | Encounter Vitals – Height – in centimeters (# = ordinal number of height on the list) |
enc.v.weight.num | Encounter Vitals – Number of Weight vitals | enc.v.weight#.when | Encounter Vitals – Weight – Date (# = ordinal number of weight on the list) |
enc.v.weight#.pctl | Encounter Vitals – Weight – Percentile (# = ordinal number of weight on the list) |
enc.v.weight#.eng | Encounter Vitals – Weight – lbs oz (# = ordinal number of weight on the list) |
enc.v.weight#.lb | Encounter Vitals – Weight – in lbs (use with oz) (# = ordinal number of weight on the list) |
enc.v.weight#.oz | Encounter Vitals – Weight – in oz (use with lbs) (# = ordinal number of weight on the list) |
enc.v.weight#.kg | Encounter Vitals – Weight – in kilograms (# = ordinal number of weight on the list) |
enc.v.bmi.num | Encounter Vitals – Number of BMI vitals |
enc.v.bmi#.when | Encounter Vitals – BMI – Date (# = ordinal number of BMI on the list) |
enc.v.bmi#.pctl | Encounter Vitals – BMI – Percentile (# = ordinal number of BMI on the list) |
enc.v.bmi#.bmi | Encounter Vitals – BMI – Calculated BMI (# = ordinal number of BMI on the list) |
enc.v.bp.num | Encounter Vitals – number of Blood Pressure vitals |
enc.v.bp#.when | Encounter Vitals – Blood Pressure – Date (# = ordinal number of blood pressure on the list) |
enc.v.bp#.pctl | Encounter Vitals – Blood Pressure – Percentile (# = ordinal number of blood pressure on the list) |
enc.v.bp#.bp | Encounter Vitals – Blood Pressure – Systolic/Diastolic (# = ordinal number of blood pressure on the list) |
enc.v.bp#.systolic | Encounter Vitals – Blood Pressure – Systolic (# = ordinal number of blood pressure on the list) |
enc.v.bp#.diastolic | Encounter Vitals – Blood Pressure – Diastolic (# = ordinal number of blood pressure on the list) |
enc.v.bp#.position | Encounter Vitals – Blood Pressure – Position (# = ordinal number of blood pressure on the list) |
enc.v.bp#.location | Encounter Vitals – Blood Pressure – Location (# = ordinal number of blood pressure on the list) |
enc.v.head.num | Encounter Vitals – number of Head Circumference vitals |
enc.v.head#.when | Encounter Vitals – Head Circumference – Date (# = ordinal number of head circumference on the list) |
enc.v.head#.pctl | Encounter Vitals – Head Circumference – Percentile (# = ordinal number of head circumference on the list) |
enc.v.head#.in | Encounter Vitals – Head Circumference – in inches (# = ordinal number of head circumference on the list) |
enc.v.head#.cm | Encounter Vitals – Head Circumference – in centimeters (# = ordinal number of head circumference on the list) |
enc.v.o2sat.num | Encounter Vitals – number of O2 Saturation vitals |
enc.v.o2sat#.when | Encounter Vitals – O2 Saturation – Date (# = ordinal number of oxygen saturation on the list) |
enc.v.o2sat#.pct | Encounter Vitals – O2 Saturation – in percent (# = ordinal number of oxygen saturation on the list) |
enc.v.pulse.num | Encounter Vitals – number of Pulse vitals |
enc.v.pulse#.when | Encounter Vitals – Pulse – Date (# = ordinal number of pulse on the list) |
enc.v.pulse#.bpm | Encounter Vitals – Pulse – in bpm (# = ordinal number of pulse on the list) |
enc.v.resp.num | Encounter Vitals – number of Respiratory Rate vitals |
enc.v.resp#.when | Encounter Vitals – Respiratory Rate – Date (# = ordinal number of respiratory rate on the list) |
enc.v.resp#.bpm | Encounter Vitals – Respiratory Rate – in bpm (# = ordinal number of respiratory rate on the list) |
enc.v.temp.num | Encounter Vitals – number of Temperature vitals |
enc.v.temp#.when | Encounter Vitals – Temperature – Date (# = ordinal number of temperature on the list) |
enc.v.temp#.c | Encounter Vitals – Temperature – in Celsius (# = ordinal number of temperature on the list) |
enc.v.temp#.f | Encounter Vitals – Temperature – in Fahrenheit (# = ordinal number of temperature on the list) |
enc.v.temp#.method | Encounter Vitals – Temperature – Method (# = ordinal number of temperature on the list) |
Add Special Questions to Form Letters
If Partner’s 250+ variables do not give you everything you need for your form letter, you can set up special questions that the user will answer when they generate the form letter. For example, here are some special items you might like to include that have no Partner field:
-
What date can the patient return to PE?
-
What was the amount of the returned check?
-
How much has the family agreed to pay, per-month, to work down their outstanding balance?
-
Should I greet this person as Mr., Mrs. or Ms.?
-
What color car does this person drive?
Any question can be asked, and the answer can be included anywhere in the letter as it prints.
Add a Question to Your Letter
Enter Dollar Sign ($) Variables for Questions
As you write or edit your letter, note places where information is needed for which there is no Partner variable.
Enter numbers with dollar signs ($) to indicate where the correct text will appear:
…<patname> is being excused from PE due to medical problems and
can be expected to return on or after <$1>.
<patname;%s>’s medical situation should not keep them from
participating in PE for more than <$2> weeks.
In the example above, the letter needs two questions: on what date can the patient return to gym class, and a maximum amount of time they should be kept out of class.
Return to the Letter List and Press F5
On the Letter Selection Screen, select the letter and press F5 – Edit Questions.
Type Questions
In the blank text box, type in the questions the computer will need to ask whenever the letter is generated. Make each question only one line long:
On what date can the patient return to PE?
What is the is the maximum number of weeks?
The answer to the first question will replace <$1> in the form letter, the answer to the second question will replace <$2>, and so on.
Save and Quit
Press F1 – Save to save your new questions. Then press F1 – Save and Quit to quit waffle
.
Test Your Work
Run fame
or notjane
to test your new account or patient form letter. When you select the form letter to print it, Partner will ask you the two questions you entered. The answers that you type will then appear on the printed form letter(s).
Log Form Letters in Account History
Partner can keep track of which form letters were printed for a family. If you are negotiating with a family that does not pay their bills, it may be useful to know when they were sent a “90 Day Overdue” letter. The logletter
tool makes form letter tracking automatic.
For example, your office may decide to record in the account history whenever an account is sent a “Collections” letter. By adding an “execute logletter
” line to the letter, the account history will automatically indicate when the letter was generated and include a custom note.
As with billing messages, you can configure these form-letter log messages to appear in the Account History (tater
), Remove Mistakes (oops
), or even to show up on the family’s personal bills.
Editing a Form Letter for Logging
You can configure a form letter for logging in a few simple steps. Follow this procedure:
Open Your Form in waffle
From waffle
, select the letter and press F4 – Edit Form.
Move Your Cursor to the End of the Document
Press Page Down until you reach the bottom of your form. The logletter
command can appear anywhere in the letter, but placing it at the bottom is useful for consistency.
Note: If you see the “/f/c” codes in your letter, make sure that you enter text above those codes. PCC Support uses “f” and “c” codes to control carriage returns and line feeds as your document prints.
Add the logletter
Command
Add the following text to your letter:
<#execute> logletter <a.pcc> “Message Text Here” |
Replace the “Message Text Here” with whatever message you want to be posted in the account’s history. For example, if you are logging a Collections letter, you might want the logletter
line to look like this:
<#execute> logletter <a.pcc> “Printed COLLECTIONS letter” |
Press F1
After adding the text, press F1 – Save & Quit to update your letter. After you quit waffle
, printing the letter will automatically add your message to the relevant account history.
Review the Partner form letters that your office uses, and add an appropriate logletter
command to every form letter you want tracked. You can log any letter appearing in waffle
.
Patient letters are logged to the guarantor account’s history, so you may want to further customize your logletter
message to include the name of the patient:
<#execute> logletter <a.pcc> “Printed Referral Form for <patname>” |
Configuring Where Logs Appear
Now that your system is tracking certain form letters, you should consider where you want the form letter logs to appear. You may choose to have them appear in Remove Mistakes (oops
), Account History (tater
) reports, and even on your personal bills.
Follow this procedure to set where form letter logs appear:
Run the Table Editor (ted
)
ted
is located in the Partner Configuration window. You can also run it at a UNIX prompt by typing ted
.
Select table #25, Billed Messages
Choose item #3, Form Letter
Choose Where Messages Appear
Select places where you want to see your form letter messages appear:
Show in Remove Mistakes? Show on Personal Bills — White? Show on Personal Bills — Form? Show on Account Histories — Brief? Show on Account Histories — Standard? Show on Account Histories — Detailed? |
Note: You can ignore the “How should this action be shown?” field, logletter
ignores that question and uses the “Message Text Here” text instead.
Save and Quit
Press F1 – Save And Quit and then exit ted
by pressing F12.
Troubleshooting Form Letters that Won’t Print
Whenever you make a change to a form letter, you should test it in fame
or notjane
. Below are a few errors you might encounter, a possible reason for each problem, and some possible solutions:
Error | Possible Problem and Solution |
---|---|
Message on screen: Could not compile your description file. Please call PCC for assistance. | The form letter program cannot find the chosen letter. Try to open the letter in waffle or call PCC. |
<Unknown Field> appearing in letter | One of the variables in your letter is not spelled correctly. Run waffle and fix the typo. |
Message on screen: spool: Printer `Front’ not found | There is a bad printer command for this letter. Run waffle and check the printer command for that letter. |
Letter not printing | If the letter doesn’t print, you may have a bad printer command or a printer problem. Turn the printer off and on, and then try printing something else to that printer. |
If you cannot solve the problem on your own, please let our Customer Care team help you figure it out. You can contact us at <support@pcc.com>
or 1-800-722-7708. To speed things up, include the following information:
-
Name of the letter that is causing problems
-
Name of the patient or account for whom you are generating the letter
-
Name of the printer
-
Any error messages on the screen or the printer