Document Template Link Fields
Document Template Link fields are used to populate demographic, financial, and clinical data points when you generate a document in Patients | Document Creation.
Diving into Document Template Link Fields
Link Field Types
Patient Personal Information Link Fields
Link fields look like this: <PersonalInfo.DOB>.
- The first part, to the left of the period, is where the data is entered (e.g. PersonalInfo is information entered in Patients | Registration / Billing, Patient Information tab).
- The second part, to the right of the period, is the data that is entered in a specific field (e.g. DOB is the patient's Date of Birth)
Link fields are added to document templates in Administration |Document Templates and are organized by document template type. For example, the link fields available in the Email Templates tab may not be the same as the link fields available in the Quote Templates tab. For additional information, check out Document Template Configuration.
Some link fields are available to use in ALL template types, and some are specific. See the definition for each section below.
Important Notes
- Some link fields have “System” in the first part, e.g., <System.Date>. These link fields do not depend on the patient in focus, but are taken from the computer's date and time, or the logged in user.
- If the patient does not have the data described by the link field (e.g. PersonalInfo.NickName), then that place in the document will be blank. Just be careful to not use a link field in an important place (e.g. Dear <PersonalInfo.NickName in an email).
- When adding link fields to document templates, it is important to allocate space for the data that will populate and NOT the length of the link field (e.g. <PersonalInfo.DOB> is 18 characters, but the actual DOB - 99/99/9999 only has 10 characters). Be sure you are planning space for the data NOT the link field.
Link Fields Available in ALL Template Types
| Link Field | What Data Populates | Where does Data Pull From? |
| <System.UserName> | The first and last name of the person logged into patientNOW. | Administration | Users/Roles, Users tab, User Info subtab, First Name and Last Name fields |
| <System.UserSignature> | The signature of the person logged into patientNOW | Administration | Users/Roles, Users tab, Signature subtab |
| <System.UserTitle> | The title of the person logged into patientNOW. | Administration | Users/Roles, Users tab, User Info subtab, User Title field |
| <System.UserEmail> | The email address for the person logged into patientNOW. | Administration | Users/Roles, Users tab, User Info subtab, Email field |
| <System.Date> | The current date in the format of: Mon 12/9/2019 | Administration | System Settings, Network Time tab |
| <System.WordDate> | The current date in the format of: December 9, 2019 | Administration | System Settings, Network Time tab |
| <System.LongDate> | The current date in the format of: Monday, December 9, 2019 | Administration | System Settings, Network Time ta. |
| <System.LongDateWithoutDay> | The current date in the format of: December 9, 2019 | Administration | System Settings, Network Time tab |
| <System.Time> | The current time in the format of: 2:36 PM | Administration |System Settings, Network Time tab |
Personal Info (Patient Personal Information Link Fields)
| Link Field | What Data Populates | Where does Data Pull From? |
| <PersonalInfo.FullName> | The full name of the patient in the format of: Test, Patricia Jacqueline | Patients | Registration / Billing, Patient Information tab, Last and First fields |
| <PersonalInfo.LastName> | The last name of the patient | Patients | Registration / Billing, Patient Information tab, Last field |
| <PersonalInfo.FirstName> | The first name of the patient | Patients | Registration / Billing, Patient Information tab, First field |
| <PersonalInfo.MiddleInitial> | The middle name (may be just initial) of the patient | Patients | Registration / Billing, Patient Information tab, Middle field |
| <PersonalInfo.NickName> | The patient’s nick name or preferred name; displays in quotation marks in the Blue ID Bar | Patients | Registration / Billing, Patient Information tab, Nick field |
| <PersonalInfo.FaceShot> | The photo identified as the patient's face shot | Patients | Registration / Billing, Patient Information tab, face shot |
| <PersonalInfo.EmailAddress> | The patient’s email address | Patients | Registration / Billing, Contact Information tab - Present Address section, Email field |
| <PersonalInfo.PatientID> | An external ID patientNOW uses when connecting with third party systems | Patients | Registration / Billing, Patient Information tab, Patient ID field |
| <PersonalInfo.ChartNumber> | The patient’s chart ID; displays in the blue bar if configured | Patients | Registration / Billing, Patient Information tab, Chart ID field |
| <PersonalInfo.SSN> | The patient’s social security number | Patients | Registration / Billing, Patient Information tab, SSN field |
| <PersonalInfo.Age> | The full age of a patient in the format of: 40 years | Patients | Registration / Billing, Patient Information tab, Age field |
| <PersonalInfo.DOB> | The patient’s date of birth in the format of: 5/6/1970 | Patients | Registration / Billing, Patient Information tab, Date of Birth field |
| <PersonalInfo.AgeYears> | The numeric value of a patient’s age in the format of: 40 | Patients |Registration / Billing, Patient Information tab, Age field |
| <PersonalInfo.DOBWord> | The patient’s date of birth in the format of: May 6, 1970 | Patients | Registration / Billing, Patient Information tab, Date of Birth field |
| <PersonalInfo.Sex> | The patient’s gender in the format of: M or F | Patients | Registration / Billing, Patient Information tab, Gender field |
| PersonalInfo.SexWord> | The patient’s gender in the format of: male or female | Patients | Registration / Billing, Patient Information tab, Gender field |
| <PersonalInfo.Race> | The patient’s race | Patients | Registration / Billing, Patient Information tab, Race field |
| <PersonalInfo.MaritalStatus> | The patient’s marital status | Patients | Registration / Billing, Patient Information tab, Marital Status field |
| <PersonalInfo.Religion> | The patient’s religion | Patients | Registration / Billing, Patient Information tab, Religion field |
| <PersonalInfo.Language> | The patient’s preferred language | Patients | Registration / Billing, Patient Information tab, Language field. |
| <PersonalInfo.Interpreter> | If an interpreter is needed for the patient | Patients | Registration / Billing, Patient Information tab, Requires an Interpreter check box |
| <PersonalInfo.Pronoun> | Displays he for male patients and she for female patients | Patients | Registration / Billing, Patient Information tab, Gender field |
| <PersonalInfo.CapPronoun> | Displays He for male patients and She for female patients | Patients | Registration / Billing, Patient Information tab, Gender field |
| <PersonalInfo.HisHer> | Displays his for male patients and her for female patients | Patients | Registration / Billing, Patient Information tab, Gender field |
| <PersonalInfo.CapHisHer> | Displays His for male patients and Her for female patients | Patients | Registration / Billing, Patient Information tab, Gender field |
| <PersonalInfo.HimHer> | Displays him for male patients and her for female patients | Patients | Registration / Billing, Patient Information tab, Gender field |
| <PersonalInfo.CapHimHer> | Displays Him for male patients and Her for female patients | Patients | Registration / Billing, Patient Information tab, Gender field |
| <PersonalInfo.BalanceDue> | Displays a patient’s current balance due in the format of: $6,829.75 | Patients | Registration / Billing, Invoices tab, Patient Totals section, Balance Due field |