When creating and editing your mail merge documents, variables should be placed wherever specific data is to be merged.
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TODAYSDATETODAYSDATECurrent date
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PATIENTIDPATIENTIDPatient ID number
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PREFIXPREFIXTitle
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FIRSTNAMEFIRSTNAMEFirst name
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MIDDLEINTMIDDLEINTMiddle initial
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LASTNAMELASTNAMELast name
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SUFFIXSUFFIXSuffix
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NICKNAMENICKNAMENickname
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SALUTATIONSALUTATIONSalutation/nickname
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ADDRESS1ADDRESS1Address line 1
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ADDRESS2ADDRESS2Address line 2
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CITYCITYCity, state, zip code
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PROVINCEPROVINCEProvince
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HOMETELHOMETELHome telephone number
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WORKTELWORKTELWork telephone number
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WORKEXTWORKEXTWork telephone extension
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OTHTEL1OTHTEL1Other telephone number
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EMAILEMAILEmail address
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PROVIDERPROVIDERProvider on record
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BIRTHDAYBIRTHDAYDate of birth
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AGEAGEAge
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SEXSEXSex
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SOCIALSECSOCIALSECSocial Security number
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DIAGNOSISDIAGNOSISDiagnosis
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TOTALFEETOTALFEETotal fee (sum of procedure fees)
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PATDUEFEEPATDUEFEEPatient due fee
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INSDUEFEEINSDUEFEEInsurance due fee
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ACCTBALACCTBALAccount balance
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ACCTPATDUEACCTPATDUETotal patient due
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ACCTINSDUEACCTINSDUEAccount insurance due
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LASTPAYDTLASTPAYDTDate of last payment
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LASTPAYAMTLASTPAYAMTAmount of last payment
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GUARPREFIXGUARPREFIXGuarantor title
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GUARFIRSTGUARFIRSTGuarantor first name
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GUARLASTGUARLASTGuarantor last name
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GUARADD1GUARADD1Guarantor address line 1
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GUARADD2GUARADD2Guarantor address line 2
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GUARCITYGUARCITYGuarantor city, state, zip code
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GUARHTELGUARHTELGuarantor home telephone number
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GUARWTELGUARWTELGuarantor work telephone number
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OFFICEOFFICEOffice location on chart
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OFFICEADD1OFFICEADD1Office location address line 1
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OFFICEADD2OFFICEADD2Office location address line 2
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OFFICECITYOFFICECITYOffice location city, state, zip code
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OFFICETELOFFICETELOffice location telephone number
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REFNAMEREFNAMEPrimary referral name
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REFSALREFSALPrimary referral salutation
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REFPREFIXREFPREFIXPrimary referral title
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REFFIRSTREFFIRSTPrimary referral first name
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REFMIDDLEREFMIDDLEPrimary referral middle initial
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REFLASTREFLASTPrimary referral last name
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REFSUFFIXREFSUFFIXPrimary referral suffix
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REFADD1REFADD1Primary referral address line 1
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REFADD2REFADD2Primary referral address line 2
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REFCITYREFCITYPrimary referral city, state, zip code
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REFPRACREFPRACReferring practice name
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REFTELREFTELReferring practice telephone number
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REFEMAILREFEMAILReferral email address
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REF2NAMEREF2NAMESecondary referral name
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REF2SALREF2SALSecondary referral salutation
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REF2PREFIXREF2PREFIXSecondary referral title
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REF2FIRSTREF2FIRSTSecondary referral first name
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REF2MIDDLEREF2MIDDLESecondary referral middle initial
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REF2LASTREF2LASTSecondary referral last name
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REF2SUFFIXREF2SUFFIXSecondary referral suffix
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REF2ADD1REF2ADD1Secondary referral address line 1
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REF2ADD2REF2ADD2Secondary referral address line 2
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REF2CITYREF2CITYSecondary referral city, state, zip code
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REF2PRACREF2PRACSecondary referral practice name
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REF2TELREF2TELSecondary referral telephone number
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REF2EMAILREF2EMAILSecondary referral email
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PRICARENAMPRICARENAMGeneral dentist name
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PRICAREPREPRICAREPREGeneral dentist title
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PRICAREFIRPRICAREFIRGeneral dentist first name
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PRICARELASPRICARELASGeneral dentist last name
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PRICARESUFPRICARESUFGeneral dentist suffix
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PRICAREAD1PRICAREAD1General dentist address line 1
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PRICAREAD2PRICAREAD2General dentist address line 2
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PRICARECITPRICARECITGeneral dentist city, state, zip code
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PRICAREOMPRICAREOMGeneral dentist office manager
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PRICAREOMSPRICAREOMSGeneral dentist office manager salutation
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SECCARENAMSECCARENAMPrimary care physician name
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SECCAREPRESECCAREPREPrimary care physician title
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SECCAREFIRSECCAREFIRPrimary care physician first name
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SECCARELASSECCARELASPrimary care physician last name
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SECCARESUFSECCARESUFPrimary care physician suffix
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SECCAREAD1SECCAREAD1Primary care physician address line 1
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SECCAREAD2SECCAREAD2Primary care physician address line 2
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SECCARECITSECCARECITPrimary care physician city, state, zip code
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SECCAREOMSECCAREOMPrimary care physician office manager
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SECCAREOMSSECCAREOMSPrimary care physician office manager salutation
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EMPLOYEREMPLOYEREmployer
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UC_HE_SHEUC_HE_SHEUppercase he or she
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LC_HE_SHELC_HE_SHELowercase he or she
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UC_HIS_HERUC_HIS_HERUppercase his or her
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LC_HIS_HERLC_HIS_HERLowercase his or her
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HIM_HERHIM_HERHim or her
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LASTTREDTLASTTREDTLast treatment date
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NEXTAPPTNEXTAPPTNext appointment date
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APPTTIMEAPPTTIMENext appointment time
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LASTAPPTLASTAPPTLast appointment date
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INSNAMEINSNAMEInsurance company name
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INSADD1INSADD1Insurance company address line 1
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INSADD2INSADD2Insurance company address line 2
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INSCITYINSCITYInsurance company city, state, zip code
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INSTELINSTELInsurance company telephone number
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INSUREDINSUREDInsured party name
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INSUREDIDINSUREDIDInsured party ID number
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GROUPNAMEGROUPNAMEGroup name
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GROUPNOGROUPNOGroup number
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INS2NAMEINS2NAMESecond insurance company name
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INS2ADDR1INS2ADDR1Secondary insurance address line 1
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INS2ADDR2INS2ADDR2Secondary insurance address line 2
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INS2CITYINS2CITYSecondary insurance company city, state, zip code
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INSURED2INSURED2Second insured party name
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INSURED2IDINSURED2IDSecond insured party ID number
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GROUPNAME2GROUPNAME2Second group name
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GROUPNO2GROUPNO2Second group number
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PROCODESPROCODESProcedure codes
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PROCDESCSPROCDESCSProcedure descriptions
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PROCFEESPROCFEESProcedure fees
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REFPROCDSCREFPROCDSCProcedure descriptions flagged to be included on referral letters
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IMAGE1IMAGE1Image from Image Category 1
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IMAGE2IMAGE2Image from Image Category 2
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IMAGE3IMAGE3Image from Image Category 3
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IMAGE4IMAGE4Image from Image Category 4
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IMAGE5IMAGE5Image from Image Category 5