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.

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.

F2 – Advanced Commands

Press F2 to see options to clone, delete, or share the selected letter.

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 F7Stock Letter and/or F8Append 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 F1Save & 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 F4Edit Letter to make your desired changes to the text.

Save Your Changes

Press F1Save 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 F1Save 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 F1Save 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.

Share a Form Letter

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 F1Send 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.

Receive and Install a Shared Form Letter

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 F4Edit 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 F4Edit 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 F1Save to save your changes. Press F1Save 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 F5Edit 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 F1Save to save your new questions. Then press F1Save 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 F4Edit 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 F1Save & 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 F1Save 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

  • Last modified: September 28, 2021