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EMR & EDR Template Builder Pull Fields - Appointment

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.
 
Resource
  • Name: The name within the Resource Name field in Schedule > Resources
  • Code: The code within the Code field in Schedule > Resources
  • Type: The type within the Type field in Schedule > Resources
  • Description: The description within the Description box in Schedule > Resources
  • Flag Available: The All Days Checkbox above the Available column in Schedule > Resources
  • Flag Day0: The Available checkbox for Sunday in the Available column in Schedule > Resources
  • Open0 1: The time in the first Open column for Sunday in Schedule > Resources
  • Close0 1: The time in the first Close column for Sunday in Schedule > Resources
  • Open0 2: The time in the second Open column for Sunday in Schedule > Resources
  • Close0 2: The time in the second Close column for Sunday in Schedule > Resources
  • Flag Day 1: The Available checkbox for Monday in the Available column in Schedule > Resources
  • Open 11: The time in the first Open column for Monday in Schedule > Resources
  • Close 11: The time in the first Close column for Monday in Schedule > Resources
  • Open 12: The time in the second Open column for Monday in Schedule > Resources
  • Close 12: The time in the second Close column for Monday in Schedule > Resources
  • Flag Day 2: The Available checkbox for Tuesday in the Available column in Schedule > Resources
  • Open 21: The time in the first Open column for Tuesday in Schedule > Resources
  • Close 21: The time in the first Close column for Tuesday in Schedule > Resources
  • Open 22: The time in the second Open column for Tuesday in Schedule > Resources
  • Close 22: The time in the second Close column for Tuesday in Schedule > Resources
  • Flag Day 3: The Available checkbox for Wednesday in the Available column in Schedule > Resources
  • Open 31: The time in the first Open column for Wednesday in Schedule > Resources
  • Close 31: The time in the first Close column for Wednesday in Schedule > Resources
  • Open 32: The time in the second Open column for Wednesday in Schedule > Resources
  • Close 32: The time in the second Close column for Wednesday in Schedule > Resources
  • Flag Day 4: The Available checkbox for Thursday in the Available column in Schedule > Resources
  • Open 41: The time in the first Open column for Thursday in Schedule > Resources
  • Close 41: The time in the first Close column for Thursday in Schedule > Resources
  • Open 42: The time in the second Open column for Thursday in Schedule > Resources
  • Close 42: The time in the second Close column for Thursday in Schedule > Resources
  • Flag Day 5: The Available checkbox for Friday in the Available column in Schedule > Resources
  • Open 51: The time in the first Open column for Friday in Schedule > Resources
  • Close 51: The time in the first Close column for Friday in Schedule > Resources
  • Open 52: The time in the second Open column for Friday in Schedule > Resources
  • Close 52: The time in the second Close column for Friday in Schedule > Resources
  • Flag Day 6: The Available checkbox for Saturday in the Available column in Schedule > Resources
  • Open 61: The time in the first Open column for Saturday in Schedule > Resources
  • Close 61: The time in the first Close column for Saturday in Schedule > Resources
  • Open 62: The time in the second Open column for Saturday in Schedule > Resources
  • Close 62: The time in the second Close column for Saturday in Schedule > Resources
  • Flag Selected: The checkbox that enables the resource to display next to the resource within the Sidebar in Schedule > Resources
  • Display Order: The order number in the Display Order field in Schedule > Resources
  • Template
  • Name: Resource name
  • NotesTemplate Group
  • Name: Resource name
  • Default Office: The office in the Office Menu in Schedule > Resources
  • Default User: The user in the Provider Menu in Schedule > Resources
  • Flag Autoremind: The Use for AutoRemind checkbox in Schedule > Resources
  • Patient: The patient for whom the Appointment is scheduled
  • Start: The start time of the appointment
  • End: The end time of the appointment
  • Notes: The text within the Notes box of the Appointment Creation Window
  • Appointment Type: The Appointment type set in the Appointment Creation Window
  • Created: The date on which the Appointment was created
  • Last Updated: The date on which the Appointment was most recently updated
  • Status Last Updated: The most recent status of the Appointment
  • Created User: The User who created the Appointment
  • Updated User: The User who most recently updated the Appointment
  • Rescheduled Appointment: Whether the Appointment has been added to the To Reschedule node
  • Appointmentstatus: The Status of the Appointment in the Appointment Creation Window
  • Provider: The Provider of the Appointment in the Appointment Creation Window
  • Flag Archived: Whether the Appointment has been Archived 
  • Autoremind Uuid: The AutoRemind Universal Unique Identifier for the Appointment
  • Autoremind Status: The AutoRemind Status for the Appointment
  • Flag Autoremind: The AutoRemind checkbox in the Appointment Creation Window

Patient

  • Person: The Patient for whom the Appointment is scheduled
  • 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
    • 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
      • Address 1: Employer's Street Address
      • Address 2: Suite/Apt. Number
    • Citystatezip
    • City: Employer's City
      • State: Employer's State
      • Zip: Employer's Zip
    • Name: Employer Name
    • Phone: Employer Phone
    • Empid: Employer ID Field
    • Is Made By Patient:
    • 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 inbetween.
  • Formatted Sex For Person: Sex of the patient, not abbreviated, uppercase.
  • Formatted Sex For Person Lower: Sex of patient, not abbreviated, lowercase.
Start: The start time of the appointment
End: The end time of the appointment
Notes: The text within the Notes box of the Appointment Creation Window
Updated User
  • Firstname: The text within the First field in the User Reference within the User Information sub-tab
  • Middlename: The text within the Middle field in the User Reference within the User Information sub-tab
  • Lastname: The text within the Last field in the User Reference within the User Information sub-tab
  • Title: The text within the Prefix field in the User Reference within the User Information sub-tab
  • Suffix: The text within the Suffix field in the User Reference within the User Information sub-tab
  • Id: The ID within the User ID field in the User Reference within the User Information sub-tab
  • Username: The username within the Username field in the User Reference within the User Information sub-tab
  • Password: The password within the Password field in the User Reference within the User Information sub-tab
  • Email: The email within the Email field in the User Reference within the User Information sub-tab
  • Office: The selected office within the Default Office menu in the User Reference within the User Information sub-tab
  • Isinactive: Whether the Is Inactive checkbox is checked
  • Isprovider: Whether the Is Provider checkbox is checked
  • Phone: The number within the Phone field in the User Reference within the User Information sub-tab
  • Extension: The number within the Extension field in the User Reference within the User Information sub-tab
  • Specialty: The text within the Provider Taxonomy (Specialty Code) field in the User Reference within the User Information sub-tab
  • Group Specialty: The text within the Group Taxonomy (Specialty Code) field in the User Reference within the User Information sub-tab
  • Certification: Whether the Certification (Provider is Certified) checkbox is checked
  • Medicare Participation: Whether the Participate with Medicare checkbox is checked
  • Is Hospice Emp: Whether the Is Employed by Hospice checkbox is checked
  • Provid: The text within the Provider field in the User Reference within the Provider Numbers sub-tab
  • Hospital: The text within the Hospital field in the User Reference within the Provider Numbers sub-tab
  • Upin: The text within the UPIN field in the User Reference within the Provider Numbers sub-tab
  • Unique: The text within the Unique field in the User Reference within the Provider Numbers sub-tab
  • Ssn: The text within the SSN field in the User Reference within the Provider Numbers sub-tab
  • Federal: The text within the Federal field in the User Reference within the Provider Numbers sub-tab
  • Subid: The text within the Sub ID field in the User Reference within the Provider Numbers sub-tab
  • Clia: The text within the CLIA field in the User Reference within the Provider Numbers sub-tab
  • Dea: The text within the DEA field in the User Reference within the Provider Numbers sub-tab
  • State License: The text within the State License field in the User Reference within the Provider Numbers sub-tab
  • National Provider: The text within the National Provider ID (NPI) field in the User Reference within the User Information sub-tab
  • Mammo Cert: The text within the Mammography Certification field in the User Reference within the Provider Numbers sub-tab
  • Abn: The text within the ABN field in the User Reference within the Provider Numbers sub-tab
  • Group Npi: The text within the Group National Provider ID (NPI) field in the User Reference within the User Information sub-tab
  • Other 1: The text within the Other 1 field in the User Reference within the Provider Numbers sub-tab
  • Other 2: The text within the Other 2 field in the User Reference within the Provider Numbers sub-tab
  • Other 3: The text within the Other 3 field in the User Reference within the Provider Numbers sub-tab
  • Other 4: The text within the Other 4 field in the User Reference within the Provider Numbers sub-tab
  • Other 5: The text within the Other 5 field in the User Reference within the Provider Numbers sub-tab
  • Is Kiosk: Whether the Is Kiosk Machine User checkbox is checked
  • Dps Number: The text within the DPS field in the User Reference within the Provider Numbers sub-tab
  • Is Cpoe: Whether the Is CPOE checkbox is checked
Notes: The text within the Notes box of the Appointment Creation Window
Appointment Type: The Appointment type set in the Appointment Creation Window
Created: The date on which the Appointment was created
Last Updated: The date on which the Appointment was most recently updated
Status Last Updated: The most recent status of the Appointment
Created User: The User who created the Appointment
Rescheduled Appointment: Whether the Appointment has been added to the To Reschedule node
Appointment status: The Status of the Appointment in the Appointment Creation Window
Flag Archived: Whether the Appointment has been Archived
Autoremind Uuid: The AutoRemind Universal Unique Identifier for the Appointment
Autoremind Status: The AutoRemind Status for the Appointment
Flag Autoremind: The AutoRemind checkbox in the Appointment Creation Window
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