Pull fields extract data from the patient's record and add it directly to the text of a patient note, or can be used to create templates that will automatically populate a patient's information.
Standard Pull Fields
Standard pull fields will pull data directly from the patient's record in text form, such as their name, address, provider information, and so on. A pull field added to a template will display a data placeholder like this:<<Pat_Name>> When a patient note is created from the template, the patient's data (in this example, the patient's first and last name) will be pulled into the note. If a pull field is added directly to a patient note it will immediately be replaced with the patient's data.
Tables Pull Fields
Adding a Table pull field to a template will open an additional window so that more specific pull fields can be selected. For example, the Ledger table pull field allows the user to select further information about transactions. Just like the overall template, font style, spacing, lists, and so on can be set from within the table window. In the example below the table pull field will pull a procedure code, description, fee, and patient portion for each ledger line.
Above the text box there are two options that determine how data will be pulled into the pull field. The Ask For Input pop-up button determines whether the user will be prompted to choose which data is included in the pull field. If it is set to Yes, a prompt will appear to select which items will pull to the table. If it is set to No, all items for the selected table type (ledger line items, appointments, treatment items, etc.) will be pulled into the note. If Today's Charges Only is checked and Ask For Input is set to No, only charges with a procedure date of today will be pulled into the note. If Today's Charges Only is checked and Ask For Input is set to Yes, only today's procedures will be checked in the input window, but this can be edited. For more information on selecting items to appear in the Table pull fields, refer to the Generating a Note With a Table Pull Field section of this document.
Example 1 (INCORRECT): In this image a table pull field is set up to pull a list of the patient's procedure codes.
The label text "We performed the following codes:" is within the table pull field, so it will be listed once for each code pulled into the template:
Example 2 (CORRECT): In this example the label text is in the main template.
The table pull field contains only the "code" pull field, followed by a comma, and the code description.
When a note is created from the template, each procedure code will be listed on a separate line. The text "We performed the following procedures" is not repeated for each code, as it is not contained in the Table pull field.
Drag the pull field from the Merge Field to the template or note. When a patient note is created from the template, it will pull the specified chart.