EMR & EDR Template Builder Pull Fields - Person

Pull Fields pull information from the patient record to the patient form. Drag the pull field from the Pull Field section of the Form Section Palette to the Form Section and drag the resulting orange bounding box to edit the size. Click, hold, and drag the field to move it to another location.
A pull field can be set to a Dynamic Pull Field so that the information displayed on the patient form will dynamically reflect the current state of the data. For example, a Dynamic Pull Field for the patient's age would update on the patient's next birthday whereas a static pull field would always display the patient's age on the day on which the form was created.
Set a Pull Field to dynamic with the "Dynamic Pull Field" checkbox in the General tab of any pull field's Label Inspector.
Person: The Patient
Salute: Patient's prefix (plus a period). For example, Mr., Mrs., Ms.
Last Name: Patient's last name
First Name: Patient's first name
Middle Name: Patient's middle name
Ssn: Patient's Social Security number
  • 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.
Pop Sex: Patient's gender (sex menu)
Pop Phone 1: Selection from the first phone pop-up menu (Home, Work, Mobile, Other)
Phone 1: Patient's phone number from the first pop-up menu
Phone 1 Ext: Patient's phone number extension from the first pop-up menu
Pop Phone 2: Selection from the second phone pop-up menu (Home, Work, Mobile, Other)
Phone 2: Patient's phone number from the second pop-up menu
Phone 2 Ext: Patient's phone number extension from the second pop-up menu
Pop Phone 3: Selection from the third phone pop-up menu (Home, Work, Mobile, Other)
Phone 3: Patient's phone number from the third pop-up menu
Phone 3 Ext: Patient's phone number extension from the 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
  • Address 1: Employer's Street Address
  • Address 2: Suite/Apt. Number
  • City: Employer's City
  • State: Employer's State
  • Zip: Employer's Zip
Name: Employer Name
Phone: Employer Phone
Empid: Employer ID Field
Employer 1, 2, or 3 Phone: Employer's phone number
Employer 1, 2, or 3 Ext: Employer's phone extension
Employer 1, 2, or 3 Group: Employer's Group #
Nickname: Patient's nickname
Suffix: Patient's suffix (plus a period). For example, Jr., Sr.
Maiden: Patient's maiden name
Death Date: As entered in the Reporting sub-tab of the Patient tab.
Birthtime: As entered in the Birth Time field of the Patient tab
Age For Person: Calculated age based on the patient's birthday. Will also pull "w" or "m" if the patient is an infant whereas a "y" will accompany the age if the patient is equal to or older than 1 years old.
Age For Person Year Only: Calculated age based on the patient's birthday without the "w", "m", or "y" as stated above.
First Space Last For Person: Patient's first and last name formatted with a space in between
Formatted Sex For Person: Sex of the patient, not abbreviated, uppercase.
Formatted Sex For Person Lower: Sex of patient, not abbreviated, lowercase.
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