Generating and Printing Letters

Inserting Variables into Your Mail Merge Documents

When creating and editing your mail merge documents, variables should be placed wherever specific data is to be merged.

Example:

To insert variables into your mail merge documents:

1. With the mail merge document on the screen, position the cursor at the point you want to insert the variable.

2. Make sure that you type any required spaces or punctuation before or after a variable or between two variables.

2. If using QuickEdit, click Insert Variable. If using Microsoft Word, click Insert Merge Field.

3. Select the variable and click Insert. The variable name is displayed at the insertion point.

The following patient variables can be used for mail merge documents:

• TODAYSDATECurrent date

• PATIENTIDPatient ID number

• PREFIXTitle

• FIRSTNAMEFirst name

• MIDDLEINTMiddle initial

• LASTNAMELast name

• SUFFIXSuffix

• NICKNAMENickname

• SALUTATIONSalutation/nickname

• ADDRESS1Address line 1

• ADDRESS2Address line 2

• CITYCity, state, zip code

• PROVINCEProvince

• HOMETELHome telephone number

• WORKTELWork telephone number

• WORKEXTWork telephone extension

• OTHTEL1Other telephone number

• EMAILEmail address

• PROVIDERProvider on record

• BIRTHDAYDate of birth

• AGEAge

• SEXSex

• SOCIALSECSocial Security number

• DIAGNOSISDiagnosis

• TOTALFEETotal fee (sum of procedure fees)

• PATDUEFEEPatient due fee

• INSDUEFEEInsurance due fee

• ACCTBALAccount balance

• ACCTPATDUETotal patient due

• ACCTINSDUEAccount insurance due

• LASTPAYDTDate of last payment

• LASTPAYAMTAmount of last payment

• GUARPREFIXGuarantor title

• GUARFIRSTGuarantor first name

• GUARLASTGuarantor last name

• GUARADD1Guarantor address line 1

• GUARADD2Guarantor address line 2

• GUARCITYGuarantor city, state, zip code

• GUARHTELGuarantor home telephone number

• GUARWTELGuarantor work telephone number

• OFFICEOffice location on chart

• OFFICEADD1Office location address line 1

• OFFICEADD2Office location address line 2

• OFFICECITYOffice location city, state, zip code

• OFFICETELOffice location telephone number

• REFNAMEPrimary referral name

• REFSALPrimary referral salutation

• REFPREFIXPrimary referral title

• REFFIRSTPrimary referral first name

• REFMIDDLEPrimary referral middle initial

• REFLASTPrimary referral last name

• REFSUFFIXPrimary referral suffix

• REFADD1Primary referral address line 1

• REFADD2Primary referral address line 2

• REFCITYPrimary referral city, state, zip code

• REFPRACReferring practice name

• REFTELReferring practice telephone number

• REFEMAILReferral email address

• REF2NAMESecondary referral name

• REF2SALSecondary referral salutation

• REF2PREFIXSecondary referral title

• REF2FIRSTSecondary referral first name

• REF2MIDDLESecondary referral middle initial

• REF2LASTSecondary referral last name

• REF2SUFFIXSecondary referral suffix

• REF2ADD1Secondary referral address line 1

• REF2ADD2Secondary referral address line 2

• REF2CITYSecondary referral city, state, zip code

• REF2PRACSecondary referral practice name

• REF2TELSecondary referral telephone number

• REF2EMAILSecondary referral email

• PRICARENAMGeneral dentist name

• PRICAREPREGeneral dentist title

• PRICAREFIRGeneral dentist first name

• PRICARELASGeneral dentist last name

• PRICARESUFGeneral dentist suffix

• PRICAREAD1General dentist address line 1

• PRICAREAD2General dentist address line 2

• PRICARECITGeneral dentist city, state, zip code

• PRICAREOMGeneral dentist office manager

• PRICAREOMSGeneral dentist office manager salutation

• SECCARENAMPrimary care physician name

• SECCAREPREPrimary care physician title

• SECCAREFIRPrimary care physician first name

• SECCARELASPrimary care physician last name

• SECCARESUFPrimary care physician suffix

• SECCAREAD1Primary care physician address line 1

• SECCAREAD2Primary care physician address line 2

• SECCARECITPrimary care physician city, state, zip code

• SECCAREOMPrimary care physician office manager

• SECCAREOMSPrimary care physician office manager salutation

• EMPLOYEREmployer

• UC_HE_SHEUppercase he or she

• LC_HE_SHELowercase he or she

• UC_HIS_HERUppercase his or her

• LC_HIS_HERLowercase his or her

• HIM_HERHim or her

• LASTTREDTLast treatment date

• NEXTAPPTNext appointment date

• APPTTIMENext appointment time

• LASTAPPTLast appointment date

• INSNAMEInsurance company name

• INSADD1Insurance company address line 1

• INSADD2Insurance company address line 2

• INSCITYInsurance company city, state, zip code

• INSTELInsurance company telephone number

• INSUREDInsured party name

• INSUREDIDInsured party ID number

• GROUPNAMEGroup name

• GROUPNOGroup number

• INS2NAMESecond insurance company name

• INS2ADDR1Secondary insurance address line 1

• INS2ADDR2Secondary insurance address line 2

• INS2CITYSecondary insurance company city, state, zip code

• INSURED2Second insured party name

• INSURED2IDSecond insured party ID number

• GROUPNAME2Second group name

• GROUPNO2Second group number

• PROCODESProcedure codes

• PROCDESCSProcedure descriptions

• PROCFEESProcedure fees

• REFPROCDSCProcedure descriptions flagged to be included on referral letters

• IMAGE1Image from Image Category 1

• IMAGE2Image from Image Category 2

• IMAGE3Image from Image Category 3

• IMAGE4Image from Image Category 4

• IMAGE5Image from Image Category 5

The following referral variables can be used for mail merge documents:

• TODAYSDATECurrent date

• REFNAMEReferral name

• REFSALSalutation/Nickname

• REFPREFIXTitle

• REFFIRSTFirst name

• REFLASTLast name

• REFSUFFIXSuffix

• REFADD1Address line 1

• REFADD2Address line 2

• REFCITYCity, state, zip code

• REFUPINUPIN number

• REFTAXIDTax ID number

• REFWTELWork telephone number

• REFHTELHome telephone number

• OMTITLEOffice manager title

• OMFIRSTOffice manager first name

• OMLASTOffice manager last name

• OMSALOffice manager salutation