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EMR & EDR - Building Templates - Pull Fields

Pull Fields are Form Elements that can be added to a Form Section that allows you to pull in information from a patient's account. This can be used in conjunction with other Form Elements to help you assemble useful patient forms with information already detailed out from their account and patient data.

Pull Fields can be accessed from the Forms Palette with a Form Section selected. You can access the Forms Palette by pressing Command-Shift-K on your keyboard, or by navigating to the EMR/EDR Menu and selecting "Toggle Palette". With a Form Section selected, the Pull Fields will be at the bottom of the Forms Palette:

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Adding a Pull Field

To add a Pull Field to a Form Section, simply click and drag that Pull Field into the selected Form Section. This will create a Form Element for that Pull Field, which will then pull in the patient's information once a form is generated from a template that includes this Form Section.

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Dynamic Pull Fields

It is important to note that Pull Field elements will typically have a "Dynamic Pulled Field" checkbox in the Inspector. If this is checked, this will dynamically update this field if the pull field data has been updated. 

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This can have some significant consequences, as the pull field will ALWAYS update the form if the patient's data changes.

For some fields, this is good. For example, if you added a Birthday pull field to a form, and later need to correct the patient's DOB, if the Birthday pull field has Dynamic Pulled Field checked then the form will automatically update that field will update without intervention.

For some fields, this is not desired behavior and can cause serious headaches. If you were to add a Age by Person pull field, and set it to dynamic, the patient's age on the form would automatically update, and not stay true to the patient's age at the time the form was filled out.

As a result, MacPractice Support recommends using caution when checking Dynamic Pulled Field on your Pull Fields. When in doubt, either don't check it, or consult with MacPractice Support prior to use.

List of Pull Fields

Let's break down what Pull Fields are available. Pull fields are listed in the order in which they appear in the EMR/EDR Ability's Forms Palette.

Patient Pull Fields

Person: The fields in the Person category all relate to the information entered into the Patients Tab of the Patients Ability.

  • Salute: Patient's prefix (plus a period). For example, Mr., Mrs., Ms.
  • Suffix: Patient's suffix (plus a period). For example, Jr., Sr.
  • Last: Patient's last name
  • First: Patient's first name
  • Middle: Patient's middle name
  • Nickname: Patient's nickname
  • Maiden: Patient's maiden name
  • Ssn: Patient's Social Security number
  • Medicare Exp Date:
  • Address
    • Address 1: Patient's Street Address
    • Address 2: Suite/Apt. Number
    • CityStateZip
      • City: Patient's city
      • State: Patient's state
      • Zip: Patient's zip
    • Country: Patient's Country
    • Full Address: Patient's Full Address including street, suite/apt, city, state, and zip
    • One Line Address: Patient's Full Address as a single line
  • Birthday: Patient's DOB as entered in the Birth Date field under the Patient tab.
  • Death Date: As entered in the Reporting sub-tab of the Patient tab
  • Pop Sex: Patient's gender (sex menu)
  • Pop Phone 1, 2, 3: Selection from the first, second, or third phone pop-up menu (Home, Work, Mobile, Other)
  • Phone 1, 2, 3: Patient's phone number from the first, second, or third pop-up menu
  • Phone 1, 2, 3 Ext: Patient's phone number extension from the first, second, or third pop-up menu
  • Email: Patient's email address
  • Employer 1, 2, or 3: As entered in the Primary or Secondary tab where 1 is the first entry, and so on
  • Flag Signature On File: Pulls whether the Signature on File checkbox on the Patient Primary Tab is checked or not.
  • Flag Release Of Info: Pulls whether the Release of Info checkbox on the Patient Primary Tab is checked or not.
  • Pop Native Language
  • Birthtime: As entered in the Birth Time field, accessible from the "Details" button by Birth Date in the Patients tab.
  • Birth Order: As entered in the Birth Order field, accessible from the "Details" button by Birth Date in the Patients tab.
  • Birth State: As entered in the Birth State field, accessible from the "Details" button by Birth Date in the Patients tab.
  • Birth Facility: As entered in the Birth Facility field, accessible from the "Details" button by Birth Date in the Patients tab.
  • Flag Consents Data Release: Pulls whether the Consents Data Release checkbox on the Patient Primary Tab is checked or not.
  • Deathtime: Pulls from the "Time of Death" field in the Alerts sub-tab of the Patients Tab of the Patients Ability.
  • Age For Person: 
  • Age For Person Year Only:
  • First Space Last For Person
  • Formatted Sex For Person

Account: These pull fields relate to the Patient's Account information, mostly located in the Account Tab of the Patients Ability.

  • Primary Person: This category contains Person pull fields for the Primary on the patient's account, located in the Primary Tab of the Patients Ability.
  • Secondary Person: This category contains Person pull fields for the Secondary on the patient's account, located in the Primary Tab of the Patients Ability.
  • Send Statements
  • Financial Status+
  • Flag Exempt Finance Charge
  • Flag Past Due
  • Statement Message
  • Send Monthly Statement
  • Statement Cycle+
  • Previous Account Num
  • Percent Discount
  • Provider+
  • Office+
  • Flag One Time Msg
  • Installment
  • Flag Expand
  • One Time Message
  • Account Alert Tie+

Display

Chart Num

Bridge Num

Provider: These pull fields relate to a Provider's information, primarily set in the References Ability > Users, under the Provider Tab.

Office: These pull fields relate to a Office's information, primarily set in the References Ability > Office.

Feeschedule: These pull fields relate to the Fee Schedule set for the patient in the Patients Tab of the Patients Ability.

Pop Marital Status

Pop Employment

New Patient Date

Insured

Flag Special Insurance

Flag Family Planning

Flag Epstd

Primary Patient Relationship

Secondary Patient Relationship

Pop Hipaa Release

HIPAA Release Date

Patient Notes

AutoRemind Notification Type:

Communication Method:

Ethnicity:

Patient Status

Created By Module

Pop Patient Exception Code

Pop Native Language

School Name

Graduation Date

Hygienist

School Address

Language:

Flag No Allergies

Allergy Updated Date

Flag No Problems

Problem List Updated Date

HIE Consent

Race Declined to Specify

Flag No Meds

Financial Class Ref Value Set Code

Publicity Code Ref Value Set Code

Flag Special Risk Group

Publicity Effective Date

Patient Created

Patient Update

Flag Created Online

Created By Patient Portal User:

Touch Md Num

HL7 Preference:

Data Protection Status

Data Protection Effective Date

Patient Alert Tie

Patient Custom Tie

Patient Diagnosis Tie

Patient Recall Tie

Patient Referrals Tie

Emergency Contact

Patient Person Ins Tie

Patient Full Name

Smoking Status

Smoking Start Date

Smoking End Date

Smoking Status Updated Date

Smoking Cessation Counsel Offered

Smoking Cessation Counsel Offered Date

Appointment Pull Fields

Resources:

Patient:

Start

End

Notes

Appointment Type

Created

Last updated

Status Last Updated

Created User

Updated User:

Rescheduled appointment:

Appointmentstatus:

Alarm

Provider:

Flag Archived

Autoremind Uuid

Autoremind Status:

Flag Autoremind

Flag Scheduled Online

Created By Patient Portal User:

Account Pull Fields

Primary Person:

Secondary Person:

Send Statements

Financial Status:

Flag Exempt Finance Charge

Flag Past Due

Statement Message

Send Monthly Statement

Statement Cycle:

Previous Account Num

Percent Discount

Provider:

Office:

Flag One Time Msg

Installment

Flag Expand

One Time Message

Account Alert Tie:

Person Pull Fields

  • Salute: Patient's prefix (plus a period). For example, Mr., Mrs., Ms.
  • Suffix: Patient's suffix (plus a period). For example, Jr., Sr.
  • Last: Patient's last name
  • First: Patient's first name
  • Middle: Patient's middle name
  • Nickname: Patient's nickname
  • Maiden: Patient's maiden name
  • Ssn: Patient's Social Security number
  • Medicare Exp Date:
  • Address
    • Address 1: Patient's Street Address
    • Address 2: Suite/Apt. Number
    • CityStateZip
      • City: Patient's city
      • State: Patient's state
      • Zip: Patient's zip
    • Country: Patient's Country
    • Full Address: Patient's Full Address including street, suite/apt, city, state, and zip
    • One Line Address: Patient's Full Address as a single line
  • Birthday: Patient's DOB as entered in the Birth Date field under the Patient tab.
  • Death Date: As entered in the Reporting sub-tab of the Patient tab
  • Pop Sex: Patient's gender (sex menu)
  • Pop Phone 1, 2, 3: Selection from the first, second, or third phone pop-up menu (Home, Work, Mobile, Other)
  • Phone 1, 2, 3: Patient's phone number from the first, second, or third pop-up menu
  • Phone 1, 2, 3 Ext: Patient's phone number extension from the first, second, or third pop-up menu
  • Email: Patient's email address
  • Employer 1, 2, or 3: As entered in the Primary or Secondary tab where 1 is the first entry, and so on
  • Flag Signature On File: Pulls whether the Signature on File checkbox on the Patient Primary Tab is checked or not.
  • Flag Release Of Info: Pulls whether the Release of Info checkbox on the Patient Primary Tab is checked or not.
  • Pop Native Language
  • Birthtime: As entered in the Birth Time field, accessible from the "Details" button by Birth Date in the Patients tab.
  • Birth Order: As entered in the Birth Order field, accessible from the "Details" button by Birth Date in the Patients tab.
  • Birth State: As entered in the Birth State field, accessible from the "Details" button by Birth Date in the Patients tab.
  • Birth Facility: As entered in the Birth Facility field, accessible from the "Details" button by Birth Date in the Patients tab.
  • Flag Consents Data Release: Pulls whether the Consents Data Release checkbox on the Patient Primary Tab is checked or not.
  • Deathtime: Pulls from the "Time of Death" field in the Alerts sub-tab of the Patients Tab of the Patients Ability.
  • Age For Person: 
  • Age For Person Year Only:
  • First Space Last For Person
  • Formatted Sex For Person

Forms-Specific Pull Fields

These fields relate to information regarding the Form itself.

Form Created Time

Form Last Updated Time

Form Created User

Form Created Date

Form Procedure Date

Form Last Updated Date

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