Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Pull Fields are Form Elements that can be added to a Form Section that allows you to pull in information from a patient's account. This can be used in conjunction with other Form Elements to help you assemble useful patient forms with information already detailed out from their account and patient data.

Pull Fields can be accessed from the Forms Palette with a Form Section selected. You can access the Forms Palette by pressing Command-Shift-K on your keyboard, or by navigating to the EMR/EDR Menu and selecting "Toggle Palette". With a Form Section selected, the Pull Fields will be at the bottom of the Forms Palette:

0

...

Table of Contents

Adding a Pull Field

To add a Pull Field to a Form Section, simply click and drag that Pull Field into the selected Form Section. This will create a Form Element for that Pull Field, which will then pull in the patient's information once a form is generated from a template that includes this Form Section.

...

Dynamic Pull Fields

...

It is important to note that Pull Field elements will typically have a "Dynamic Pulled Field" checkbox in the Inspector. If this is checked, this will dynamically update this field if the pull field data has been updated. 

...

This can have some significant consequences, as the pull field will ALWAYS update the form if the patient's data changes.

...

As a result, MacPractice Support recommends using caution when checking Dynamic Pulled Field on your Pull Fields. When in doubt, either don't check it, or consult with MacPractice Support prior to use.

List of Pull Fields

Let's break down what Pull Fields are available. Pull fields are listed in the order in which they appear in the EMR/EDR Ability's Forms Palette.

Patient Pull Fields

Person: The fields in the Person category all relate to the information entered into the Patients Tab of the Patients Ability.

...

Smoking Cessation Counsel Offered Date

Appointment Pull Fields

Resources:

Patient:

Start

End

...

Created By Patient Portal User:

Account Pull Fields

Primary Person:

Secondary Person:

...

One Time Message

Account Alert Tie:

Person Pull Fields

  • Salute: Patient's prefix (plus a period). For example, Mr., Mrs., Ms.

  • Suffix: Patient's suffix (plus a period). For example, Jr., Sr.

  • Last: Patient's last name

  • First: Patient's first name

  • Middle: Patient's middle name

  • Nickname: Patient's nickname

  • Maiden: Patient's maiden name

  • Ssn: Patient's Social Security number

  • Medicare Exp Date:

  • 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.

  • Death Date: As entered in the Reporting sub-tab of the Patient tab

  • Pop Sex: Patient's gender (sex menu)

  • Pop Phone 1, 2, 3: Selection from the first, second, or third phone pop-up menu (Home, Work, Mobile, Other)

  • Phone 1, 2, 3: Patient's phone number from the first, second, or third pop-up menu

  • Phone 1, 2, 3 Ext: Patient's phone number extension from the first, second, or 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

  • Flag Signature On File: Pulls whether the Signature on File checkbox on the Patient Primary Tab is checked or not.

  • Flag Release Of Info: Pulls whether the Release of Info checkbox on the Patient Primary Tab is checked or not.

  • Pop Native Language

  • Birthtime: As entered in the Birth Time field, accessible from the "Details" button by Birth Date in the Patients tab.

  • Birth Order: As entered in the Birth Order field, accessible from the "Details" button by Birth Date in the Patients tab.

  • Birth State: As entered in the Birth State field, accessible from the "Details" button by Birth Date in the Patients tab.

  • Birth Facility: As entered in the Birth Facility field, accessible from the "Details" button by Birth Date in the Patients tab.

  • Flag Consents Data Release: Pulls whether the Consents Data Release checkbox on the Patient Primary Tab is checked or not.

  • Deathtime: Pulls from the "Time of Death" field in the Alerts sub-tab of the Patients Tab of the Patients Ability.

  • Age For Person: 

  • Age For Person Year Only:

  • First Space Last For Person

  • Formatted Sex For Person

Forms-Specific Pull Fields

These fields relate to information regarding the Form itself.

...