Page Comparison

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• Home Phone: This will reflect the data as entered in a 'Phone' field located in Patients > Primary.
  [Note: The 'Phone' field's adjoining 'Type' popup MUST be set to "Home Phone".]

• Installment Amount: This will reflect the data as entered in the 'Installment Amount' field located in Patients > Account > Statements.

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• Mobile Phone: This will reflect the data as entered in a 'Phone' field located in Patients > Primary.
  [Note: The 'Phone' field's adjoining 'Type' popup MUST be set to "Mobile Phone".]

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• Other Phone: This will reflect the data as entered in a 'Phone' field located in Patients > Primary.
  [Note: The 'Phone' field's adjoining 'Type' popup MUST be set to "Other Phone".]

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• Work Phone: This will reflect the data as entered in a 'Phone' field located in Patients > Primary.
  [Note: The 'Phone' field's adjoining 'Type' popup MUST be set to "Work Phone".]

• Zip Code: This will reflect the data as entered in the 'Zip Code' field located in Patients > Primary.

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• Appointment End: This will display either the Appointment Date or the Appointment End Time as determined by the selected appointment located in the Schedule.
  [Note: 1) Functionality dependent upon pull field formatting ("Date" or "Time"). 2) This field MUST be generated using an Appointment record located in the Schedule.]

• Appointment Length In Minutes: This will display the total Appointment Length in minutes as determined by the selected appointment located in the Schedule.
  [Note: This field MUST be generated using an Appointment record located in the Schedule.]

• Appointment Note: This will reflect the data as entered in the 'Notes' field found in the Appointment Detail Window of the selected appointment located in the Schedule.
  [Note: This field MUST be generated using an Appointment record located in the Schedule.]

• Appointment Provider First Name: This will display the First Name of the provider as selected from the 'Provider' popup found in the Appointment Detail Window of the selected appointment located in the Schedule. This data will pull from the 'First' field located in the selected provider's User Reference.
  [Note: This field MUST be generated using an Appointment record located in the Schedule.]

• Appointment Provider Form Name: This will display the Form Name data for the provider as selected from the 'Provider' popup found in the Appointment Detail Window of the selected appointment located in the Schedule. This data will pull from the 'Name Printed in Box 33 HCFA' (DDS: 'Name Printed in Box 53 of Insurance Form') field located in the selected provider's User Reference > Provider.
  [Note: This field MUST be generated using an Appointment record located in the Schedule.]

• Appointment Provider Last Name: This will display the Last Name of the provider as selected from the 'Provider' popup found in the Appointment Detail Window of the selected appointment located in the Schedule. This data will pull from the 'Last' field located in the selected provider's User Reference.
  [Note: This field MUST be generated using an Appointment record located in the Schedule.]

• Appointment Provider Middle Name: This will display the Middle Name of the provider as selected from the 'Provider' popup found in the Appointment Detail Window of the selected appointment located in the Schedule. This data will pull from the 'Middle' field located the selected provider's User Reference.
  [Note: This field MUST be generated using an Appointment record located in the Schedule.]

• Appointment Provider Professional Title: This will display the Professional Title of the provider as selected from the 'Provider' popup found in the Appointment Detail Window of the selected appointment located in the Schedule. This data will pull from the 'Professional Title' field located the selected provider's User Reference.
  [Note: This field MUST be generated using an Appointment record located in the Schedule.]

• Appointment Provider Suffix: This will display the Suffix of the provider as selected from the 'Provider' popup found in the Appointment Detail Window of the selected appointment located in the Schedule. This data will pull from the 'Suffix' field located the selected provider's User Reference.
  [Note: This field MUST be generated using an Appointment record located in the Schedule.]

• Appointment Provider User ID: This will display the User ID of the provider as selected from the 'Provider' popup found in the Appointment Detail Window of the selected appointment located in the Schedule. This data will pull from the 'User ID' field located the selected provider's User Reference.
  [Note: This field MUST be generated using an Appointment record located in the Schedule.]

• Appointment Resource Name: This will display the Resource Name for the selected appointment. This data will pull from the 'Name' field found in the resource Reference for the appointment scheduled under the selected resource located in the Schedule.
  [Note: This field MUST be generated using an Appointment record located in the Schedule.]

• Appointment Start: This will display either the Appointment Date or the Appointment Start time as determined by the selected appointment located in the Schedule.
  [Note: 1) Functionality dependent upon pull field formatting ("Date" or "Time"). 2) This field MUST be generated using an Appointment record located in the Schedule.]

• Appointment Status: This will display the Appointment Status as entered/selected from the 'Status' dropdown found in the selected appointment's Appointment Detail Window located in the Schedule.
  [Note: This field MUST be generated using an Appointment record located in the Schedule.]

• Appointment Type: This will display the Appointment Type as entered/selected from the 'Type' dropdown found in the selected appointment's Appointment Detail Window located in the Schedule.
  [Note: This field MUST be generated using an Appointment record located in the Schedule.]

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• Auto Accident State: This will reflect the State as selected from the 'Accident State' popup located in Patients > Ledger > Incident Menu> Incident > Reason For Treatment of the selected patient's most recent Incident.
  [Note: "Auto Accident" MUST be selected from the 'Condition Related To' popup. 2) The most recent Incident is determined by the 'Incident Date' field located in the Incident tab of the selected Incident.]

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• Claim Other Date Type: This will display the numeric code reflective of the selected Date Type found in the 'Other Date Type' popup located in Patients > Ledger > Incident Menu > CMS Claims > Symptom Dates of the selected patient's most recent Incident.
  [Note: 1) "Illness" or "Last Menstrual Period" MUST be selected from the 'First Symptom Date Type' popup. 2) A valid date MUST be entered in the 'Other Date' field. 3) "Auto Accident" CANNOT be selected from the 'Condition Related To' popup located in Patients > Ledger > Incident Menu > Incident > Reason For Treatment. 4) The most recent Incident is determined by the 'Incident Date' field located in the Incident tab of the selected Incident.]

  • Initial Treatment: 454

  • Latest Visit or Consultation: 304

  • Accident: 439

  • Acute Manifestation of a Chronic Condition: 453

  • Last X-ray: 455

  • Prescription: 471

  • Report Start (Assumed Care Date): 090

  • Report End (Relinquished Care Date): 091

  • First Visit or Consultation: 444

• Claim Similar Symptom Date: This will reflect the date as entered in the 'Other Date' field located in Patients > Ledger > Incident Menu > CMS Claims > Symptom Dates of the selected patient's most recent Incident.
  [Note: 1) "Illness" or "Last Menstrual Period" MUST be selected from the 'First Symptom Date Type' popup.2) "Auto Accident" CANNOT be selected from the 'Condition Related To' popup located in Patients > Ledger > Incident Menu > Incident > Reason For Treatment. 3) The most recent Incident is determined by the 'Incident Date' field located in the Incident tab of the selected Incident.]

• Claim Symptom Date: This will reflect the date as entered in the 'First Symptom Date' Field located in Patients > Ledger > Incident Menu > CMS Claims > Symptom Dates of the selected patient's most recent Incident.
  [Note: 1) "Illness" or "Last Menstrual Period" MUST be selected from the 'First Symptom Date Type' popup. 2) Any option other than "Auto Accident" or "None" MUST be selected from the 'Condition Related To' popup located in Patients > Ledger > Incident Menu > Incident > Reason For Treatment. 3) The most recent Incident is determined by the 'Incident Date' field located in the Incident tab of the selected Incident.]

• Claim Symptom Date Qualifier: This will display a numeric code reflective of the data selected from the 'First Symptom Date Type' popup located in Patients > Ledger > Incident Menu > CMS Claims > Symptom Dates of the selected patient's most recent Incident.
  [Note: 1)"Auto Accident" CANNOT be selected from the 'Condition Related To' popup located in Patients > Ledger > Incident Menu > Incident > Reason For Treatment. 2) The most recent Incident is determined by the 'Incident Date' field located in the Incident tab of the selected Incident.] 

  • Routine Service: [N/A]

  • Illness: 431

  • Last Menstrual Period: 484

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• Date Prior Placement: This will reflect the date as entered in the 'Box 44 Date Prior Placement' field located in Patients > Ledger > Incident Menu > ADA Claims of the selected patient's most recent Incident.
  [Note: 1) DDS Only. 2) The most recent Incident is determined by the 'Incident Date' field located in the Incident tab of the selected Incident.]

• Effective Date: This will reflect the date as entered in the 'Effective Date' field located in Patients > Ledger > Incident Menu > Military of the selected patient's most recent Incident.
  [Note: 1) DDS Only. 2) The most recent Incident is determined by the 'Incident Date' field located in the Incident tab of the selected Incident.]

...

• This will then display "Accident"

IF "AUTO ACCIDENT" HAS NOT BEEN SELECTED FROM THE 'CONDITION RELATED TO' POPUP:

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• Has Similar Symptom Date: This is a "True/False" pull field that will display an 'X' respective to having entered a valid date in the 'Other Date' field located in Patients > Ledger > Incident Menu > CMS Claims > Symptom Dates of the selected patient's most recent Incident.[Note: 1) "Auto Accident" CANNOT be selected from the 'Condition Related To' popup located in Patients > Ledger > Incident Menu > Incident > Reason For Treatment. 2) Functionality is dependent upon pull field formatting. If formatted for "True" an 'X' will display when the above conditions are true. If formatted for "False" an 'X' will display when the above conditions are NOT true. 3) The most recent Incident is determined by the 'Incident Date' field located in the Incident tab of the selected Incident.]

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• Initial Placement: This is a "True/False" pull field that will display an 'X' respective to having selected the 'Initial Placement' checkbox located in Patients > Ledger > Incident menu > Incident > Reason For Treatment of the selected patient's most recent Incident.
  [Note: 1) Functionality is dependent upon pull field formatting. If formatted for "True", an 'X' will display when the checkbox is selected. If formatted for "False", an 'X' will display when the checkbox is deselected. 2) The most recent Incident is determined by the 'Incident Date' field located in the Incident tab of the selected Incident. 3) DDS only.]

• Is Orthodontics: This is a "True/False" pull field that will display an 'X' respective to having selected the 'Orthodontics' checkbox located in Patients > Ledger > Incident menu > Incident > Reason For Treatment of the selected patient's most recent Incident.
  [Note: 1) Functionality is dependent upon pull field formatting. If formatted for "True", an 'X' will display when the checkbox is selected. If formatted for "False", an 'X' will display when the checkbox is deselected. 2) The most recent Incident is determined by the 'Incident Date' field located in the Incident tab of the selected Incident. 3) DDS only.]

• Military Branch: This will display a numeric code reflective of the data as selected from the  'Branch' popup located in the Patients > Ledger > Incident Menu > Military of the selected patient's most recent Incident.
  [Note: The most recent Incident is determined by the 'Incident Date' field located in the Incident tab of the selected Incident.]
  [Note: Not available in DDS.]

  • None: 0

  • Army: 1

  • Air Force: 2

  • Marines: 3

  • Navy: 4

  • Coast Guard: 5

  • Public Health Service: 6

  • CHAMP/VA: 7

• Military Branch Air Force: This is a "True/False" pull field that will display an 'X' respective to having selected "Air Force" from the 'Branch' popup located in Patients > Ledger > Incident Menu > Military of the selected patient's most recent Incident.
  [Note: 1) Functionality is dependent upon pull field formatting. If formatted for "True", an 'X' will display when the item is selected. If formatted for "False", an 'X' will display when the item is not selected. 2) The most recent Incident is determined by the 'Incident Date' field located in the Incident tab of the selected Incident. 3) Not available in DDS.]

• Military Branch Army: This is a "True/False" pull field that will display an 'X' respective to having selected "Army" from the 'Branch' popup located in Patients > Ledger > Incident Menu > Military of the selected patient's most recent Incident.
  [Note: 1) Functionality is dependent upon pull field formatting. If formatted for "True", an 'X' will display when the item is selected. If formatted for "False", an 'X' will display when the item is not selected. 2) The most recent Incident is determined by the 'Incident Date' field located in the Incident tab of the selected Incident. 3) Not available in DDS.]

• Military Branch CHAMP/VA: This is a "True/False" pull field that will display an 'X' respective to having selected "CHAMP/VA" from the 'Branch' popup located in Patients > Ledger > Incident Menu > Military of the selected patient's most recent Incident.
  [Note: 1) Functionality is dependent upon pull field formatting. If formatted for "True", an 'X' will display when the item is selected. If formatted for "False", an 'X' will display when the item is not selected. 2) The most recent Incident is determined by the 'Incident Date' field located in the Incident tab of the selected Incident. 3) Not available in DDS.]

• Military Branch Coast Guard: This is a "True/False" pull field that will display an 'X' respective to having selected "Coast Guard" from the 'Branch' popup located in Patients > Ledger > Incident Menu > Military of the selected patient's most recent Incident.
  [Note: 1) Functionality is dependent upon pull field formatting. If formatted for "True", an 'X' will display when the item is selected. If formatted for "False", an 'X' will display when the item is not selected. 2) The most recent Incident is determined by the 'Incident Date' field located in the Incident tab of the selected Incident. 3) Not available in DDS.]

• Military Branch Marines: This is a "True/False" pull field that will display an 'X' respective to having selected "Marines" from the 'Branch' popup located in Patients > Ledger > Incident Menu > Military of the selected patient's most recent Incident.
  [Note: 1) Functionality is dependent upon pull field formatting. If formatted for "True", an 'X' will display when the item is selected. If formatted for "False", an 'X' will display when the item is not selected. 2) The most recent Incident is determined by the 'Incident Date' field located in the Incident tab of the selected Incident. 3) Not available in DDS.]

• Military Branch Navy: This is a "True/False" pull field that will display an 'X' respective to having selected "Navy" from the 'Branch' popup located in Patients > Ledger > Incident Menu > Military of the selected patient's most recent Incident.
  [Note: 1) Functionality is dependent upon pull field formatting. If formatted for "True", an 'X' will display when the item is selected. If formatted for "False", an 'X' will display when the item is not selected. 2) The most recent Incident is determined by the 'Incident Date' field located in the Incident tab of the selected Incident. 3) Not available in DDS.]

• Military Branch Public Health: This is a "True/False" pull field that will display an 'X' respective to having selected "Public Health Service" from the 'Branch' popup located in Patients > Ledger > Incident Menu > Military of the selected patient's most recent Incident.
  [Note: 1) Functionality is dependent upon pull field formatting. If formatted for "True", an 'X' will display when the item is selected. If formatted for "False", an 'X' will display when the item is not selected. 2) The most recent Incident is determined by the 'Incident Date' field located in the Incident tab of the selected Incident. 3) Not available in DDS.]

• Military Date: This will reflect the date as entered in the 'Date' field located in Patients > Ledger > Incident Menu > Military of the selected patient's most recent Incident.
  [Note: 1) The most recent Incident is determined by the 'Incident Date' field located in the Incident tab of the selected Incident. 2) Not available in DDS.]

• Military Eligibility: This will display a numeric code reflective of the data as selected from the 'Eligibility' popup located in Patients > Ledger > Incident Menu > Military of the selected patient's most recent Incident.[Note: 1) The most recent Incident is determined by the 'Incident Date' field located in the Incident tab of the selected Incident. 2) Not available in DDS.]

  • None: 0

  • Insurance Phone Call: 1

  • Employer Phone Call: 2

  • Payor Card Presented: 3

  • Signed Statement: 4

• Military Status: This will display a numeric code reflective of the data as selected from the 'Status' popup located in Patients > Ledger > Incident Menu > Military of the selected patient's most recent Incident.[Note: 1) The most recent Incident is determined by the 'Incident Date' field located in the Incident tab of the selected Incident. 2) Not available in DDS.]

  • None: 0

  • Social Security Number: 1

  • Federal ID: 2

  • Both: 3

...

• Not Accident Related: This is a "True/False" pull field that will display an 'X' respective to having not selected "Auto Accident" or "Other Accident" from the 'Condition Related To' popup located in Patients > Ledger > Incident Menu > Incident > Reason For Treatment of the selected patient's most recent Incident.
  [Note: 1) The most recent Incident is determined by the 'Incident Date' field located in the Incident tab of the selected Incident. 2) Functionality dependent upon pull field formatting. This field should be formatted to "True" in which case it will display an 'X' when the above items are NOTselected.]

• Occupational Illness: This is a "True/False" pull field that will display an 'X' respective to having selected the 'Occupational Illness/Injury' checkbox located in Patients > Ledger > Incident Menu > Incident > Reason For Treatment of the selected patient's most recent Incident of the selected patient's most recent Incident.
  [Note: 1) Functionality is dependent upon pull field formatting. If formatted for "True", an 'X' will display when the checkbox is selected. If formatted for "False", an 'X' will display when the checkbox is not selected. 2) The most recent Incident is determined by the 'Incident Date' field located in the Incident tab of the selected Incident.]

...

• Prosthesis Replacement: This is a "True/False" pull field that will display an 'X' respective of having selected the 'Initial Placement' checkbox in coordination with the 'Prothesis' checkbox located in Patients > Ledger > Incident Menu > Incident > Reason For Treatment of the selected patient's most recent Incident.
  [Note: 1) The 'Prosthesis' checkbox MUST be selected. 2) Functionality is dependent upon pull field formatting. If formatted for "True" an 'X' will display when when the checkbox is deselected. If formatted for "False" an 'X' will display when the checkbox is selected. 3) The most recent Incident is determined by the 'Incident Date' field located in the Incident tab of the selected Incident. 4) DDS only.]

• Radiographs: This will reflect the data as entered in the 'Radiograph(s)' field located in the Incident Menu > ADA Claims of the selected patient's most recent Incident.
  [Note: 1) The most recent Incident is determined by the 'Incident Date' field located in the Incident tab of the selected Incident. 2) DDS only.]

• Referral BC/BS: This will display the BCBS Number of the referrer selected from the 'Referral' popup located in Patients > Ledger > Incident Menu > Incident of the selected patient's most recent Incident. This data will pull from the 'BCBS' field located in the selected referrer's Reference > Provider IDs.
  [Note: The most recent Incident is determined by the 'Incident Date' field located in the Incident tab of the selected Incident.]

...

• Termination Date: This will reflect the date as entered in the 'Termination Date' field located in Patients > Ledger > Incident Menu > Military of the selected patient's most recent Incident.
  [Note: 1) The most recent Incident is determined by the 'Incident Date' field located in the Incident tab of the selected Incident. 2) Not available in DDS.]

• Total Disability Begin Date: This will reflect the date as entered in the 'Begin Date' field under the 'Total Disability' section located in Patients > Ledger > Incident Menu > CMS Claims > Disability of the selected patient's most recent Incident.
  [Note: The most recent Incident is determined by the 'Incident Date' field located in the Incident tab of the selected Incident.]

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• Exception: This will reflect the Exception as selected from the 'Patient Exception' popup located in Patients > Patient > CDA.
  [Note: The 'Use Canadian Claim Fields' checkbox MUST be selected from Preferences > Localization.]

• Exception - Is Disabled: This will display an 'X' respective to having selected "Disabled" from the 'Patient Exception' popup located in Patients > Patient > CDA.
  [Note: 1) The 'Use Canadian Claim Fields' checkbox MUST be selected from Preferences > Localization. 2) Pull field formatting MUST be set to "Text".]

• Exception - Is Disabled Student: This will display an 'X' respective to having selected "Disabled Student" from the 'Patient Exception' popup located in Patients > Patient > CDA.
  [Note: 1) The 'Use Canadian Claim Fields' checkbox MUST be selected from Preferences > Localization. 2) Pull field formatting MUST be set to "Text".]

• Family Planning: This is a "True/False" pull field that will display an 'X' respective to having selected the 'Family Planning' checkbox located in Patients > Patient > Insurance.
  [Note: Functionality is dependent upon pull field formatting. If formatted for "True" an 'X' will display when the checkbox is selected. If formatted for "False" an 'X' will display when the checkbox is not selected.]

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• Home Phone: This will reflect the data as entered in a 'Number' field located in Patients > Patient.
  [Note: The 'Number' field's adjoining 'Type' popup MUST be set to "Home Phone".]

• Home Phone Extension: This will reflect the data as entered in an 'Ext' field located in Patients > Patient.
  [Note: The 'Ext' field's adjoining 'Type' popup MUST be set to "Home Phone".]

• Hygienist First Name: This will display the First Name of the hygienist selected from the 'Preferred Hygienist' popup located in Patients > Patient. This data will pull from the 'First' field located in the selected hygienist's Reference.

...

• Medicare Expiration: This will reflect the date as entered in the 'Medicare Expiration' field located in Patients > Patient.
  [Note: "Medicare" MUST be selected from the 'SSN/Medicare' popup located in Preferences > Localization.]

• Mobile Phone: This will reflect the data as entered in a 'Number' field located in Patients > Patient.
  [Note: The 'Number' field's adjoining 'Type' popup MUST be set to "Mobile Phone".]

• Mobile Phone Extension: This will reflect the data as entered in an 'Ext' field located in Patients > Patient.
  [Note: The 'Ext' field's adjoining 'Type' popup MUST be set to "Mobile Phone".]

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• Office Name: This will display the Name of the office selected from the 'Office' popup located in Patients > Patient. This data will pull from the 'Office Name' field located in the selected office's Reference.
  [Note: This field is inaccessible and MUST be changed or updated through the Accounting Department.]

• Other Phone: This will reflect the data as entered in a 'Number' field located in Patients > Patient.
  [Note: The 'Number' field's adjoining 'Type' popup MUST be set to "Other Phone".]

• Other Phone Extension: This will reflect the data as entered in an 'Ext' field located in Patients > Patient.
  [Note: The 'Ext' field's adjoining 'Type' popup MUST be set to "Other Phone".]

...

• School City: This will reflect the data as entered in the 'City' field located in Patients > Patient > CDA.
  [Note: The 'Use Canadian Claim Fields' checkbox MUST be selected from Preferences > Localization.]

• School Name: This will reflect the data as entered in the 'School Name' field located in Patients > Patient > CDA.
  [Note: The 'Use Canadian Claim Fields' checkbox MUST be selected from Preferences > Localization.]

• School State: This will reflect the data as entered in the 'State' field located in Patients > Patient > CDA.
  [Note: The 'Use Canadian Claim Fields' checkbox MUST be selected from Preferences > Localization.]

• School Street Address: This will reflect the data as entered in the 'Street Address' field located in Patients > Patient > CDA.
  [Note: The 'Use Canadian Claim Fields' checkbox MUST be selected from Preferences > Localization.]

• School Suite: This will reflect the data as entered in the 'Suite/Apt #' field located in Patients > Patient > CDA.
  [Note: The 'Use Canadian Claim Fields' checkbox MUST be selected from Preferences > Localization.]

• School Zip Code: This will reflect the data as entered in the 'Zip/Postal Code' field located in Patients > Patient > CDA.
  [Note: The 'Use Canadian Claim Fields' checkbox MUST be selected from Preferences > Localization.]

...

• Work Phone: This will reflect the data as entered in a 'Number' field located in Patients > Patient.
  [Note: The 'Number' field's adjoining 'Type' popup MUST be set to "Work Phone".]

• Work Phone Extension: This will reflect the data as entered in an 'Ext' field located in Patients > Patient.
  [Note: The 'Ext' field's adjoining 'Type' popup MUST be set to "Work Phone".]

...

• Home Phone: This will reflect the data as entered in a 'Phone' field located in Patients > Primary.
  [Note: The 'Phone' field's adjoining 'Type' popup MUST be set to "Home Phone".]

• Home Phone Extension: This will reflect the data as entered in an 'Ext' field located in Patients > Primary.
  [Note: The 'Ext' field's adjoining 'Type' popup MUST be set to "Home Phone".]

• Mobile Phone: This will reflect the data as entered in a 'Phone' field located in Patients > Primary.
  [Note: The 'Phone' field's adjoining 'Type' popup MUST be set to "Mobile Phone".]

• Mobile Phone Extension: This will reflect the data as entered in an 'Ext' field located in Patients > Primary.
  [Note: The 'Ext' field's adjoining 'Type' popup MUST be set to "Mobile Phone".]

...

• Other Phone: This will reflect the data as entered in a 'Phone' field located in Patients > Primary.
  [Note: The 'Phone' field's adjoining 'Type' popup MUST be set to "Other Phone".]

• Other Phone Extension: This will reflect the data as entered in an 'Ext' field located in Patients > Primary.
  [Note: The 'Ext' field's adjoining 'Type' popup MUST be set to "Other Phone".]

...

• Work Phone: This will reflect the data as entered in a 'Phone' field located in Patients > Primary.
  [Note: The 'Phone' field's adjoining 'Type' popup MUST be set to "Work Phone".]

• Work Phone Extension: This will reflect the data as entered in an 'Ext' field located in Patients > Primary.
  [Note: The 'Ext' field's adjoining 'Type' popup MUST be set to "Work Phone".]

...

• Division/Section Number: This will display the Division/Section Number of the patient's Primary insurance Carrier located in Patients > Patient > Insurance. This data will pull from the 'Division/Section' field of the selected Carrier's record found in the Insurance table located in Patients > Primary or Secondary (dependent upon patient's Primary Insurance Carrier).
  [Note: 1) The 'Use Canadian Claim Fields' checkbox MUST be selected from Preferences > Localization. 2) The patient's Primary Insurance Carrier is determined by the first Insurance record listed in the patient's Insurance tab.]

• Employer Address: This will display the Street Address of the employer selected from the 'Employer' popup found in the patient's Primary Insurance Carrier record located in Patients > Primary or Secondary (dependent upon patient's Primary Insurance Carrier). This data will pull from the 'Street Address' field located in the selected employer's Reference.
  [Note: 1) An Employer record MUST be added Employers table located in Patients > Primary or Secondary. 2) The patient's Primary Insurance Carrier is determined by the first Insurance record listed in Patients > Patient > Insurance.]

• Employer City: This will display the City of the employer selected from the 'Employer' popup found in the patient's Primary Insurance Carrier record located in Patients > Primary or Secondary (dependent upon patient's Primary Insurance Carrier). This data will pull from the 'City' field located in the selected employer's Reference.
  [Note: 1) An Employer record MUST be added Employers table located in Patients > Primary or Secondary. 2) The patient's Primary Insurance Carrier is determined by the first Insurance record listed in Patients > Patient > Insurance.]

• Employer Extension: This will display the Phone Extension of the employer selected from the 'Employer' popup found in the patient's Primary Insurance Carrier record located in Patients > Primary or Secondary (dependent upon patient's Primary Insurance Carrier). This data will pull from the 'Extension' field located in the selected employer's Reference.
  [Note: 1) An Employer record MUST be added Employers table located in Patients > Primary or Secondary. 2) The patient's Primary Insurance Carrier is determined by the first Insurance record listed in Patients > Patient > Insurance.]

• Employer Group Number: This will display the Group Number of the employer selected from the 'Employer' popup found in the patient's Primary Insurance Carrier record located in Patients > Primary or Secondary (dependent upon patient's Primary Insurance Carrier). This data will pull from the 'Group #' field located in the selected employer's Reference.
  [Note: 1) An Employer record MUST be added Employers table located in Patients > Primary or Secondary. 2) The patient's Primary Insurance Carrier is determined by the first Insurance record listed in Patients > Patient > Insurance.]

• Employer Name: This will display the Name of the employer selected from the 'Employer' popup found in the patient's Primary Insurance Carrier record located in Patients > Primary or Secondary (dependent upon patient's Primary Insurance Carrier). This data will pull from the 'Employer Name' field located in the selected employer's Reference.
  [Note: 1) An Employer record MUST be added Employers table located in Patients > Primary or Secondary. 2) The patient's Primary Insurance Carrier is determined by the first Insurance record listed in Patients > Patient > Insurance.]

• Employer Phone: This will display the Phone Number of the employer selected from the 'Employer' popup found in the patient's Primary Insurance Carrier record located in Patients > Primary or Secondary (dependent upon patient's Primary Insurance Carrier). This data will pull from the 'Phone' field located in the selected employer's Reference.
  [Note: 1) An Employer record MUST be added Employers table located in Patients > Primary or Secondary. 2) The patient's Primary Insurance Carrier is determined by the first Insurance record listed in Patients > Patient > Insurance.]

• Employer State: This will display the State of the employer selected from the 'Employer' popup found in the patient's Primary Insurance Carrier record located in Patients > Primary or Secondary (dependent upon patient's Primary Insurance Carrier). This data will pull from the 'State' field located in the selected employer's Reference.
  [Note: 1) An Employer record MUST be added Employers table located in Patients > Primary or Secondary. 2) The patient's Primary Insurance Carrier is determined by the first Insurance record listed in Patients > Patient > Insurance.]

• Employer Suite: This will display the Suite Number of the employer selected from the 'Employer' popup found in the patient's Primary Insurance Carrier record located in Patients > Primary or Secondary (dependent upon patient's Primary Insurance Carrier). This data will pull from the 'Suite' field located in the selected employer's Reference.
  [Note: 1) TAn Employer record MUST be added Employers table located in Patients > Primary or Secondary. 2) The patient's Primary Insurance Carrier is determined by the first Insurance record listed in Patients > Patient > Insurance.]

• Employer Zip Code: This will display the Zip Code of the employer selected from the 'Employer' popup found in the patient's Primary Insurance Carrier record located in Patients > Primary or Secondary (dependent upon patient's Primary Insurance Carrier). This data will pull from the 'Zip Code' field located in the selected employer's Reference.
  [Note: 1) An Employer record MUST be added Employers table located in Patients > Primary or Secondary. 2) The patient's Primary Insurance Carrier is determined by the first Insurance record listed in Patients > Patient > Insurance.]

...

• Insurance Prior Auth Exp Date: This will reflect the date as entered in the 'Expiration Date' field found in the oldest active Prior Authorization record located in Patients > Patient > Incident Menu > Prior Auth. for the patient's most recent incident (dependent upon the patient's Primary Insurance Carrier being selected from the Prior Auth record's 'Insurance' popup).
  [Note: 1) The oldest active Prior Authorization record is located at the bottom of the list WITH remaining visits located in the Prior Auth tab. 2) The patient's Primary Insurance Carrier is determined by the first Insurance record listed in Patients > Patient > Insurance.]

• Insurance Prior Auth Start Date: This will reflect the date as entered in the 'Start Date' filed found in the oldest active Prior Authorization record located in Patients > Patient > Incident Menu > Prior Auth. for the patient's most recent incident (dependent upon the patient's Primary Insurance Carrier being selected from the Prior Auth record's 'Insurance' popup).
  [Note: 1) The oldest active Prior Authorization record is located at the bottom of the list WITH remaining visits located in the Prior Auth tab. 2) The patient's Primary Insurance Carrier is determined by the first Insurance record listed in Patients > Patient > Insurance.]

• Insurance Prior Auth Total Visits: This will reflect the data as entered in the 'Total Visits' field found in the oldest active Prior Authorization record located in Patients > Patient > Incident Menu > Prior Auth. for the patient's most recent incident (dependent upon the patient's Primary Insurance Carrier being selected from the Prior Auth record's 'Insurance' popup).
  [Note: 1) The oldest active Prior Authorization record is located at the bottom of the list WITH remaining visits located in the Prior Auth tab. 2) The patient's Primary Insurance Carrier is determined by the first Insurance record listed in Patients > Patient > Insurance.]

• Insurance Prior Auth Visits Remain: This will reflect the data as entered the 'Remaining Visits' field found in the oldest active Prior Authorization record located in Patients > Patient > Incident Menu > Prior Auth. for the patient's most recent incident (dependent upon the patient's Primary Insurance Carrier being selected from the Prior Auth record's 'Insurance' popup).
  [Note: 1) The oldest active Prior Authorization record is located at the bottom of the list WITH remaining visits located in the Prior Auth tab. 2) The patient's Primary Insurance Carrier is determined by the first Insurance record listed in Patients > Patient > Insurance.]

• Insurance Prior Authorization: This will reflect the data as entered in the 'Prior Authorization' field found in the oldest active Prior Authorization record located in Patients > Patient > Incident Menu > Prior Auth. for the patient's most recent incident (dependent upon the patient's Primary Insurance Carrier being selected from the Prior Auth record's 'Insurance' popup).
  [Note: 1) The oldest active Prior Authorization record is located at the bottom of the list WITH remaining visits located in the Prior Auth tab. 2) The patient's Primary Insurance Carrier is determined by the first Insurance record listed in Patients > Patient > Insurance.]

...

• Person Subscriber Number: This will display the Subscriber Number of the patient's Primary Insurance Carrier located in Patients > Patient > Insurance. This data will pull from the 'Subscriber #' field found in the selected carrier's record located in Patients > Primary or Secondary (dependent upon patient's Primary Insurance Carrier).
  [Note: 1) The 'Use Canadian Claim Fields' checkbox MUST be selected from Preferences > Localization. 2) The patient's Primary Insurance Carrier is determined by the first Insurance record listed in the patient's Insurance tab.]

...

• Policy Holder Home Phone: This will display the Home Phone Number for the policy holder of the patient's Primary Insurance Carrier located in Patients > Patient > Insurance. This data will pull from a 'Phone' field located in Patients > Primary or Secondary (dependent upon the patient's Primary Insurance Carrier).
  [Note: 1) The 'Phone' field's adjoining 'Type' popup MUST be set to "Home Phone". 2) The patient's Primary Insurance Carrier is determined by the first Insurance record listed in the patient's Insurance tab.]

...

• Policy Holder Mobile Phone: This will display the Mobile Phone Number for the policy holder of the patient's Primary Insurance Carrier located in Patients > Patient > Insurance. This data will pull from a 'Phone' field located in Patients > Primary or Secondary (dependent upon the patient's Primary Insurance Carrier).
  [Note: 1) The 'Phone' field's adjoining 'Type' popup MUST be set to "Mobile Phone". 2) The patient's Primary Insurance Carrier is determined by the first Insurance record listed in the patient's Insurance tab.]

• Policy Holder Other Phone: This will display the Other Phone Number for the policy holder of the patient's Primary Insurance Carrier located in Patients > Patient > Insurance. This data will pull from a 'Phone' field located in Patients > Primary or Secondary (dependent upon the patient's Primary Insurance Carrier).
  [Note: 1) The 'Phone' field's adjoining 'Type' popup MUST be set to "Other Phone". 2) The patient's Primary Insurance Carrier is determined by the first Insurance record listed in the patient's Insurance tab.]

...

• Policy Holder Work Phone: This will display the Work Phone Number for the policy holder of the patient's Primary Insurance Carrier located in Patients > Patient > Insurance. This data will pull from a 'Phone' field located in Patients > Primary or Secondary (dependent upon the patient's Primary Insurance Carrier).
  [Note: 1) The 'Phone' field's adjoining 'Type' popup MUST be set to "Work Phone". 2) The patient's Primary Insurance Carrier is determined by the first Insurance record listed in the patient's Insurance tab.]

...

• Procedure Apply Deductible: This is a "True/False" pull field that will display an 'X' respective to having selected the 'Applies to Deductible' checkbox for any procedure type as listed in the Procedure Type table located in the patient's Primary Insurance Carrier's Reference > Plans > Coverage.
  [Note: 1) The patient MUST have an Insurance Plan selected. 1) Procedure Types MUST be added to References > Procedure Types. 2) The patient's Primary Insurance Carrier is determined by the first Insurance record listed in the Insurance table located in Patients > Patient > Insurance. 3) Functionality is dependent upon pull field formatting. If formatted for "True", an 'X' will display when the checkbox is selected. If formatted for "False", an 'X' will display when the checkbox is deselected.]

• Procedure Coverage Percent: This will reflect the data as entered in any '% Insurance Pays' field as listed in the Procedure Type table located in the patient'sPrimary Insurance Carrier's Reference > Plans > Coverage.
  [Note: 1) The patient MUST have an Insurance Plan selected. 2) Procedure types will NOT display in the Procedure Type table until added to the 'Procedure Types' Reference. 3) The patient's Primary Insurance Carrier's is determined by the first Insurance record listed in Patients > Patient > Insurance.]

• Procedure Type: This will display the Name of any procedure type as listed under the 'Procedure Type' column of the Procedure Type table located in the patient's Primary Insurance Carrier's Reference > Plans > Coverage. This data will pull from the 'Description' field located in the selected procedure type's Reference.
  [Note: 1) The patient MUST have an Insurance Plan selected. 2) Procedure Types MUST be added to References > Procedure Types. 3) The patient's Primary Insurance Carrier is determined by the first Insurance Carrier record listed in Patients > Patient > Insurance.]

...

• Cell Phone Number: This will display the Cell Phone Number for the patient's Primary Referral located in Patients > Patient > Referrals. This data will pull from a 'Phone Numbers' field located in the selected referrer's Reference > Referrer Info.
  [Note: 1) The 'Phone Number' field's adjoining "phone type" popup MUST be set to "Cell". 2) The patient's Primary Referral is determined by the first Referral record listed in the Referrals tab.]

...

• Expiration Date: This will display the Expiration Date for the patient's Primary Referral located in Patients > Patient > Referrals. This data will pull from the selected referrer's 'Expiration Date' column and is calculated by adding the month range selected from the 'Months' popup to the Referral Date.
  [Note: 1) The 'Use Referrals Expiration Date' checkbox MUST be selected from References > Localizaion (not available in DDS). 2) When using this field in DDS or selecting 'Indefinite' from the 'Months' popup for other flavors, MacPractice should display the date as 12 months from the Referral date. However it displays the date as the previous month of the same year. 3) The patient's Primary Referral is determined by the first Referral record listed in the Referrals tab.]

• Expiration Months: This will reflect the data selected from the 'Months' popup found in the patient's Primary Referral record located in Patients > Patient > Referrals.
  [Note: 1) The 'Use Referrals Expiration Date' checkbox MUST be selected from References > Localization. 2) The patient's Primary Referral is determined by the first Referral record listed in the Referrals tab.]

...

• Fax Number: This will display the Fax Number for the patient's Primary Referral located in Patients > Patient > Referrals. This data will pull from a 'Phone Numbers' field located in the selected referrer's Reference > Referrer Info.
  [Note: 1) The 'Phone Number' field's adjoining "phone type" popup MUST be set to "Fax". 2) The patient's Primary Referral is determined by the first Referral record listed in the Referrals tab.]

...

• Home Phone Number: This will display the Home Phone Number for the patient's Primary Referral located in Patients > Patient > Referrals. This data will pull from a 'Phone Numbers' field located in the selected referrer's Reference > Referrer Info.
  [Note: 1) The 'Phone Number' field's adjoining "phone type" popup MUST be set to "Home". 2) The patient's Primary Referral is determined by the first Referral record listed in the Referrals tab.]

...

• Work Phone Number: This will display the Work Phone Number for the patient's Primary Referral located in Patients > Patient > Referrals. This data will pull from a 'Phone Numbers' field located in the selected referrer's Reference > Referrer Info.
  [Note: 1) The 'Phone Number' field's adjoining "phone type" popup MUST be set to "Work". 2) The patient's Primary Referral is determined by the first Referral record listed in the Referrals tab.]

...

• Home Phone: This will reflect the data as entered in a 'Phone' field located in Patients > Secondary.
  [Note: The 'Phone' field's adjoining 'Type' popup MUST be set to "Home Phone".]

• Home Phone Extension: This will reflect the data as entered in an 'Ext' field located in Patients > Secondary.
  [Note: The 'Ext' field's adjoining 'Type' popup MUST be set to "Home Phone".]

• Mobile Phone: This will reflect the data as entered in a 'Phone' field located in Patients > Secondary.
  [Note: The 'Phone' field's adjoining 'Type' popup MUST be set to "Mobile Phone".]

• Mobile Phone Extension: This will reflect the data as entered in an 'Ext' field located in Patients > Secondary.
  [Note: The 'Ext' field's adjoining 'Type' popup MUST be set to "Mobile Phone".]

...

• Other Phone: This will reflect the data as entered in a 'Phone' field located in Patients > Secondary.
  [Note: The 'Phone' field's adjoining 'Type' popup MUST be set to "Other Phone".]

• Other Phone Extension: This will reflect the data as entered in an 'Ext' field located in Patients > Secondary.
  [Note: The adjoining 'Ext' field's 'Type' popup MUST be set to "Other Phone".]

...

• Work Phone: This will reflect the data as entered in a 'Phone' field located in Patients > Secondary.
  [Note: The 'Phone' field's adjoining 'Type' popup MUST be set to "Work Phone".]

• Work Phone Extension: This will reflect the data as entered in an 'Ext' field located in Patients > Secondary.
  [Note: The 'Ext' field's adjoining 'Type' popup MUST be set to "Work Phone".]

...

• Dependent Code: This will reflect the data as entered in the 'Dependent Code' field found in the patient's Secondary Insurance Carrier record located in Patients > Patient > Insurance.
  [Note: 1) The 'Use Canadian Claim Fields' checkbox MUST be selected from Preferences > Localization. 2) The patient's Secondary Insurance Carrier is determined by the second Insurance record listed in the patient's Insurance tab.]

• Division/Section Number: This will display the Division/Section Number of the patient's Secondary insurance Carrier located in Patients > Patient > Insurance. This data will pull from the 'Division/Section' field of the selected Carrier's record found in the Insurance table located in Patients > Primary or Secondary (dependent upon patient's Secondary Insurance Carrier).
  [Note: 1) The 'Use Canadian Claim Fields' checkbox MUST be selected from Preferences > Localization. 2) The patient's Secondary Insurance Carrier is determined by the second Insurance record listed in the patient's Insurance tab.]

• Employer Address: This will display the Street Address of the employer selected from the 'Employer' popup found in the patient's Secondary Insurance Carrier record located in Patients > Primary or Secondary (dependent upon patient's Secondary Insurance Carrier). This data will pull from the 'Street Address' field located in the selected employer's Reference.
  [Note: 1) An Employer record MUST be added Employers table located in Patients > Primary or Secondary. 2) The patient's Secondary Insurance Carrier is determined by the second Insurance record listed in Patients > Patient > Insurance.]

• Employer City: This will display the City of the employer selected from the 'Employer' popup found in the patient's Secondary Insurance Carrier record located in Patients > Primary or Secondary (dependent upon patient's Secondary Insurance Carrier). This data will pull from the 'City' field located in the selected employer's Reference.
  [Note: 1) An Employer record MUST be added Employers table located in Patients > Primary or Secondary. 2) The patient's Secondary Insurance Carrier is determined by the second Insurance record listed in Patients > Patient > Insurance.]

• Employer Extension: This will display the Phone Extension of the employer selected from the 'Employer' popup found in the patient's Secondary Insurance Carrier record located in Patients > Primary or Secondary (dependent upon patient's Secondary Insurance Carrier). This data will pull from the 'Extension' field located in the selected employer's Reference.
  [Note: 1) An Employer record MUST be added Employers table located in Patients > Primary or Secondary. 2) The patient's Secondary Insurance Carrier is determined by the second Insurance record listed in Patients > Patient > Insurance.]

• Employer Group Number: This will display the Group Number of the employer selected from the 'Employer' popup found in the patient's Secondary Insurance Carrier record located in Patients > Primary or Secondary (dependent upon patient's Secondary Insurance Carrier). This data will pull from the 'Group #' field located in the selected employer's Reference.
  [Note: 1) An Employer record MUST be added Employers table located in Patients > Primary or Secondary. 2) The patient's Secondary Insurance Carrier is determined by the second Insurance record listed in Patients > Patient > Insurance.]

• Employer Name: This will display the Name of the employer selected from the 'Employer' popup found in the patient's Secondary Insurance Carrier record located in Patients > Primary or Secondary (dependent upon patient's Secondary Insurance Carrier). This data will pull from the 'Employer Name' field located in the selected employer's Reference.
  [Note: 1) An Employer record MUST be added Employers table located in Patients > Primary or Secondary. 2) The patient's Secondary Insurance Carrier is determined by the second Insurance record listed in Patients > Patient > Insurance.]

• Employer Phone: This will display the Phone Number of the employer selected from the 'Employer' popup found in the patient's Secondary Insurance Carrier record located in Patients > Primary or Secondary (dependent upon patient's Secondary Insurance Carrier). This data will pull from the 'Phone' field located in the selected employer's Reference.
  [Note: 1) An Employer record MUST be added Employers table located in Patients > Primary or Secondary. 2) The patient's Secondary Insurance Carrier is determined by the second Insurance record listed in Patients > Patient > Insurance.]

• Employer State: This will display the State of the employer selected from the 'Employer' popup found in the patient's Secondary Insurance Carrier record located in Patients > Primary or Secondary (dependent upon patient's Secondary Insurance Carrier). This data will pull from the 'State' field located in the selected employer's Reference.
  [Note: 1) An Employer record MUST be added Employers table located in Patients > Primary or Secondary. 2) The patient's Secondary Insurance Carrier is determined by the second Insurance record listed in Patients > Patient > Insurance.]

• Employer Suite: This will display the Suite Number of the employer selected from the 'Employer' popup found in the patient's Secondary Insurance Carrier record located in Patients > Primary or Secondary (dependent upon patient's Secondary Insurance Carrier). This data will pull from the 'Suite' field located in the selected employer's Reference.
  [Note: 1) An Employer record MUST be added Employers table located in Patients > Primary or Secondary. 2) The patient's Secondary Insurance Carrier is determined by the second Insurance record listed in Patients > Patient > Insurance.]

• Employer Zip Code: This will display the Zip Code of the employer selected from the 'Employer' popup found in the patient's Secondary Insurance Carrier record located in Patients > Primary or Secondary (dependent upon patient's Secondary Insurance Carrier). This data will pull from the 'Zip Code' field located in the selected employer's Reference.
  [Note: 1) An Employer record MUST be added Employers table located in Patients > Primary or Secondary. 2) The patient's Secondary Insurance Carrier is determined by the second Insurance record listed in Patients > Patient > Insurance.]

...

• Insurance Prior Auth Exp Date: This will reflect the date as entered in the 'Expiration Date' field found in the oldest active Prior Authorization record located in Patients > Patient > Incident Menu > Prior Auth. for the patient's most recent incident (dependent upon the patient's Secondary Insurance Carrier being selected from the Prior Auth record's 'Insurance' popup).
  [Note: 1) The oldest active Prior Authorization record is located at the bottom of the list WITH remaining visits located in the Prior Auth tab. 2) The patient's Secondary Insurance Carrier is determined by the second Insurance record listed in Patients > Patient > Insurance.]

• Insurance Prior Auth Start Date: This will reflect the date as entered in the 'Start Date' filed found in the oldest active Prior Authorization record located in Patients > Patient > Incident Menu > Prior Auth. for the patient's most recent incident (dependent upon the patient's Secondary Insurance Carrier being selected from the Prior Auth record's 'Insurance' popup).
  [Note: 1) The oldest active Prior Authorization record is located at the bottom of the list WITH remaining visits located in the Prior Auth tab. 2) The patient's Secondary Insurance Carrier is determined by the second Insurance record listed in Patients > Patient > Insurance.]

• Insurance Prior Auth Total Visits: This will reflect the data as entered in the 'Total Visits' field found in the oldest active Prior Authorization record located in Patients > Patient > Incident Menu > Prior Auth. for the patient's most recent incident (dependent upon the patient's Secondary Insurance Carrier being selected from the Prior Auth record's 'Insurance' popup).
  [Note: 1) The oldest active Prior Authorization record is located at the bottom of the list WITH remaining visits located in the Prior Auth tab. 2) The patient's Secondary Insurance Carrier is determined by the second Insurance record listed in Patients > Patient > Insurance.]

• Insurance Prior Auth Visits Remain: This will reflect the data as entered the 'Remaining Visits' field found in the oldest active Prior Authorization record located in Patients > Patient > Incident Menu > Prior Auth. for the patient's most recent incident (dependent upon the patient's Secondary Insurance Carrier being selected from the Prior Auth record's 'Insurance' popup).
  [Note: 1) The oldest active Prior Authorization record is located at the bottom of the list WITH remaining visits located in the Prior Auth tab. 2) The patient's Secondary Insurance Carrier is determined by the second Insurance record listed in Patients > Patient > Insurance.]

• Insurance Prior Authorization: This will reflect the data as entered in the 'Prior Authorization' field found in the oldest active Prior Authorization record located in Patients > Patient > Incident Menu > Prior Auth. for the patient's most recent incident (dependent upon the patient's Secondary Insurance Carrier being selected from the Prior Auth record's 'Insurance' popup).
  [Note: 1) The oldest active Prior Authorization record is located at the bottom of the list WITH remaining visits located in the Prior Auth tab. 2) The patient's Secondary Insurance Carrier is determined by the second Insurance record listed in Patients > Patient > Insurance.]

...

• Person Subscriber Number: This will display the Subscriber Number of the patient's Secondary Insurance Carrier located in Patients > Patient > Insurance. This data will pull from the 'Subscriber #' field found in the selected carrier's record located in Patients > Primary or Secondary (dependent upon patient's Secondary Insurance Carrier).
  [Note: 1) The 'Use Canadian Claim Fields' checkbox MUST be selected from Preferences > Localization. 2) The patient's Secondary Insurance Carrier is determined by the second Insurance record listed in the patient's Insurance tab.]

...

• Policy Holder Home Phone: This will display the Home Phone Number for the policy holder of the patient's Secondary Insurance Carrier located in Patients > Patient > Insurance. This data will pull from a 'Phone' field located in Patients > Primary or Secondary (dependent upon the patient's Secondary Insurance Carrier).
  [Note: 1) The 'Phone' field's adjoining 'Type' popup MUST be set to "Home Phone". 2) The patient's Secondary Insurance Carrier is determined by the second Insurance record listed in the patient's Insurance tab.]

...

• Policy Holder Mobile Phone: This will display the Mobile Phone Number for the policy holder of the patient's Secondary Insurance Carrier located in Patients > Patient > Insurance. This data will pull from a 'Phone' field located in Patients > Primary or Secondary (dependent upon the patient's Secondary Insurance Carrier).
  [Note: 1) The 'Phone' field's adjoining 'Type' popup MUST be set to "Mobile Phone". 2) The patient's Secondary Insurance Carrier is determined by the second Insurance record listed in the patient's Insurance tab.]

• Policy Holder Other Phone: This will display the Other Phone Number for the policy holder of the patient's Secondary Insurance Carrier located in Patients > Patient > Insurance. This data will pull from a 'Phone' field located in Patients > Primary or Secondary (dependent upon the patient's Secondary Insurance Carrier).
  [Note: 1) The 'Phone' field's adjoining 'Type' popup MUST be set to "Other Phone". 2) The patient's Secondary Insurance Carrier is determined by the second Insurance record listed in the patient's Insurance tab.]

...

• Policy Holder Work Phone: This will display the Work Phone Number for the policy holder of the patient's Secondary Insurance Carrier located in Patients > Patient > Insurance. This data will pull from a 'Phone' field located in Patients > Primary or Secondary (dependent upon the patient's Secondary Insurance Carrier).
  [Note: 1) The 'Phone' field's adjoining 'Type' popup MUST be set to "Work Phone". 2) The patient's Secondary Insurance Carrier is determined by the second Insurance record listed in the patient's Insurance tab.]

...

• Procedure Apply Deductible: This is a "True/False" pull field that will display an 'X' respective to having selected the 'Applies to Deductible' checkbox for any procedure type as listed in the Procedure Type table located in the patient's Secondary Insurance Carrier's Reference > Plans > Coverage.
  [Note: 1) Procedure Types MUST be added to References > Procedure Types. 2) The patient's Secondary Insurance Carrier's is determined by the second Insurance record listed in the Insurance table located in Patients > Patient > Insurance. 3) Functionality is dependent upon pull field formatting. If formatted for "True", an 'X' will display when the checkbox is selected. If formatted for "False", an 'X' will display when the checkbox is deselected. ]

• Procedure Coverage Percent: This will reflect the data as entered in any '% Insurance Pays' field as listed in the Procedure Type table located in the patient's Secondary Insurance Carrier's Reference > Plans > Coverage.
  [Note: 1) Procedure Types MUST be added to References > Procedure Types. 2) The patient's Secondary Insurance Carrier's is determined by the second Insurance record listed in Patients > Patient > Insurance.]

• Procedure Type: This will display the Name of any procedure type as listed under the 'Procedure Type' column of the Procedure Type table located in the patient's Secondary Insurance Carrier's Reference > Plans > Coverage. This data will pull from the 'Description' field located in the selected procedure type's Reference.
  [Note: 1) Procedure Types MUST be added to References > Procedure Types. 2) The patient's Secondary Insurance Carrier's is determined by the second Insurance record listed in Patients > Patient > Insurance.]

...

• Cell Phone Number: This will display the Cell Phone Number for the patient's Secondary Referral located in Patients > Patient > Referrals. This data will pull from a 'Phone Numbers' field located in the selected referrer's Reference > Referrer Info.
  [Note: 1) The 'Phone Number' field's adjoining "phone type" popup MUST be set to "Cell". 2) The patient's Secondary Referral is determined by the second Referral record listed in the Referrals tab.]

...

• Expiration Date: This will display the Expiration Date for the patient's Secondary Referral located in Patients > Patient > Referrals. This date is calculated by beginning with the Referral Date then adding the month range as selected from the 'Months' popup located in the selected Referrer record.
  [Note: 1) To activate the 'Expiration Date'/'Months' field/popup the 'Use Referrals Expiration Date' checkbox MUST be selected from References > Localizaion (not available in DDS). 2) When using this field in DDS or selecting 'Indefinite' from the 'Months' popup for other flavors, MacPractice should display the date as 12 months from the Referral date. However it displays the date as the previous month of the same year. 3) The patient's Secondary Referral is determined by the second Referral record listed in the Referrals tab.]

• Expiration Months: This will reflect the data as selected from the 'Months' popup found in the patient's Secondary Referral located in Patients > Patient > Referrals.
  [Note: 1) The 'Use Referrals Expiration Date' checkbox MUST be selected from References > Localization. 2) The patient's Secondary Referral is determined by the second Referral record listed in the Referrals tab.]

...

• Fax Number: This will display the Fax Number for the patient's Secondary Referral located in Patients > Patient > Referrals. This data will pull from a 'Phone Numbers' field located in the selected referrer's Reference > Referrer Info.
  [Note: 1) The 'Phone Number' field's adjoining "phone type" popup MUST be set to "Fax". 2) The patient's Secondary Referral is determined by the second Referral record listed in the Referrals tab.]

...

• Home Phone Number: This will display the Home Phone Number for the patient's Secondary Referral located in Patients > Patient > Referrals. This data will pull from a 'Phone Numbers' field located in the selected referrer's Reference > Referrer Info.
  [Note: 1) The 'Phone Number' field's adjoining "type" popup MUST be set to "Home". 2) The patient's Secondary Referral is determined by the second Referral record listed in the Referrals tab.]

...

• Work Phone Number: This will display the Work Phone Number for the patient's Secondary Referral located in Patients > Patient > Referrals. This data will pull from a 'Phone Numbers' field located in the selected referrer's Reference > Referrer Info.
  [Note: 1) The 'Phone Number' field's adjoining "phone type" popup MUST be set to "Work". 2) The patient's Secondary Referral is determined by the second Referral record listed in the Referrals tab.]

...

• Dependent Code: This will reflect the data as entered in the 'Dependent Code' field found in the patient's Tertiary Insurance Carrier record located in Patients > Patient > Insurance.
  [Note: 1) The 'Use Canadian Claim Fields' checkbox MUST be selected from Preferences > Localization. 2) The patient's Tertiary Insurance Carrier is determined by the third Insurance record listed in the patient's Insurance tab.]

• Division/Section Number: This will display the Division/Section Number of the patient's Tertiary insurance Carrier located in Patients > Patient > Insurance. This data will pull from the 'Division/Section' field of the selected Carrier's record found in the Insurance table located in Patients > Primary or Secondary (dependent upon patient's Tertiary Insurance Carrier).
  [Note: 1) The 'Use Canadian Claim Fields' checkbox MUST be selected from Preferences > Localization. 2) The patient's Tertiary Insurance Carrier is determined by the third Insurance record listed in the patient's Insurance tab.]

• Employer Address: This will display the Street Address of the employer selected from the 'Employer' popup found in the patient's Tertiary Insurance Carrier record located in Patients > Primary or Secondary (dependent upon patient's Tertiary Insurance Carrier). This data will pull from the 'Street Address' field located in the selected employer's Reference.
  [Note: 1) An Employer record MUST be added Employers table located in Patients > Primary or Secondary. 2) The patient's Tertiary Insurance Carrier is determined by the third Insurance record listed in Patients > Patient > Insurance.]

• Employer City: This will display the City of the employer selected from the 'Employer' popup found in the patient's Tertiary Insurance Carrier record located in Patients > Primary or Secondary (dependent upon patient's Tertiary Insurance Carrier). This data will pull from the 'City' field located in the selected employer's Reference.
  [Note: 1) An Employer record MUST be added Employers table located in Patients > Primary or Secondary. 2) The patient's Tertiary Insurance Carrier is determined by the third Insurance record listed in Patients > Patient > Insurance.]

• Employer Extension: This will display the Phone Extension of the employer selected from the 'Employer' popup found in the patient's Tertiary Insurance Carrier record located in Patients > Primary or Secondary (dependent upon patient's Tertiary Insurance Carrier). This data will pull from the 'Extension' field located in the selected employer's Reference.
  [Note: 1) An Employer record MUST be added Employers table located in Patients > Primary or Secondary. 2) The patient's Tertiary Insurance Carrier is determined by the third Insurance record listed in Patients > Patient > Insurance.]

• Employer Group Number: This will display the Group Number of the employer selected from the 'Employer' popup found in the patient's Tertiary Insurance Carrier record located in Patients > Primary or Secondary (dependent upon patient's Tertiary Insurance Carrier). This data will pull from the 'Group #' field located in the selected employer's Reference.
  [Note: 1) An Employer record MUST be added Employers table located in Patients > Primary or Secondary. 2) The patient's Tertiary Insurance Carrier is determined by the third Insurance record listed in Patients > Patient > Insurance.]

• Employer Name: This will display the Name of the employer selected from the 'Employer' popup found in the patient's Tertiary Insurance Carrier record located in Patients > Primary or Secondary (dependent upon patient's Tertiary Insurance Carrier). This data will pull from the 'Employer Name' field located in the selected employer's Reference.
  [Note: 1) An Employer record MUST be added Employers table located in Patients > Primary or Secondary. 2) The patient's Tertiary Insurance Carrier is determined by the third Insurance record listed in Patients > Patient > Insurance.]

• Employer Phone: This will display the Phone Number of the employer selected from the 'Employer' popup found in the patient's Tertiary Insurance Carrier record located in Patients > Primary or Secondary (dependent upon patient's Tertiary Insurance Carrier). This data will pull from the 'Phone' field located in the selected employer's Reference.
  [Note: 1) An Employer record MUST be added Employers table located in Patients > Primary or Secondary. 2) The patient's Tertiary Insurance Carrier is determined by the third Insurance record listed in Patients > Patient > Insurance.]

• Employer State: This will display the State of the employer selected from the 'Employer' popup found in the patient's Tertiary Insurance Carrier record located in Patients > Primary or Secondary (dependent upon patient's Tertiary Insurance Carrier). This data will pull from the 'State' field located in the selected employer's Reference.
  [Note: 1) An Employer record MUST be added Employers table located in Patients > Primary or Secondary. 2) The patient's Tertiary Insurance Carrier is determined by the third Insurance record listed in Patients > Patient > Insurance.]

• Employer Suite: This will display the Suite Number of the employer selected from the 'Employer' popup found in the patient's Tertiary Insurance Carrier record located in Patients > Primary or Secondary (dependent upon patient's Tertiary Insurance Carrier). This data will pull from the 'Suite' field located in the selected employer's Reference.
  [Note: 1) An Employer record MUST be added Employers table located in Patients > Primary or Secondary. 2) The patient's Tertiary Insurance Carrier is determined by the third Insurance record listed in Patients > Patient > Insurance.]

• Employer Zip Code: This will display the Zip Code of the employer selected from the 'Employer' popup found in the patient's Tertiary Insurance Carrier record located in Patients > Primary or Secondary (dependent upon patient's Tertiary Insurance Carrier). This data will pull from the 'Zip Code' field located in the selected employer's Reference.
  [Note: 1) An Employer record MUST be added Employers table located in Patients > Primary or Secondary. 2) The patient's Tertiary Insurance Carrier is determined by the third Insurance record listed in Patients > Patient > Insurance.]

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• Insurance Prior Auth Exp Date: This will reflect the date as entered in the 'Expiration Date' field found in the oldest active Prior Authorization record located in Patients > Patient > Incident Menu > Prior Auth. for the patient's most recent incident (dependent upon the patient's Tertiary Insurance Carrier being selected from the Prior Auth record's 'Insurance' popup).
  [Note: 1) The oldest active Prior Authorization record is located at the bottom of the list WITH remaining visits located in the Prior Auth tab. 2) The patient's Tertiary Insurance Carrier is determined by the third Insurance record listed in Patients > Patient > Insurance.]

• Insurance Prior Auth Start Date: This will reflect the date as entered in the 'Start Date' filed found in the oldest active Prior Authorization record located in Patients > Patient > Incident Menu > Prior Auth. for the patient's most recent incident (dependent upon the patient's Tertiary Insurance Carrier being selected from the Prior Auth record's 'Insurance' popup).
  [Note: 1) The oldest active Prior Authorization record is located at the bottom of the list WITH remaining visits located in the Prior Auth tab. 2) The patient's Tertiary Insurance Carrier is determined by the third Insurance record listed in Patients > Patient > Insurance.]

• Insurance Prior Auth Total Visits: This will reflect the data as entered in the 'Total Visits' field found in the oldest active Prior Authorization record located in Patients > Patient > Incident Menu > Prior Auth. for the patient's most recent incident (dependent upon the patient's Tertiary Insurance Carrier being selected from the Prior Auth record's 'Insurance' popup).
  [Note: 1) The oldest active Prior Authorization record is located at the bottom of the list WITH remaining visits located in the Prior Auth tab. 2) The patient's Tertiary Insurance Carrier is determined by the third Insurance record listed in Patients > Patient > Insurance.]

• Insurance Prior Auth Visits Remain: This will reflect the data as entered the 'Remaining Visits' field found in the oldest active Prior Authorization record located in Patients > Patient > Incident Menu > Prior Auth. for the patient's most recent incident (dependent upon the patient's Tertiary Insurance Carrier being selected from the Prior Auth record's 'Insurance' popup).
  [Note: 1) The oldest active Prior Authorization record is located at the bottom of the list WITH remaining visits located in the Prior Auth tab. 2) The patient's Tertiary Insurance Carrier is determined by the third Insurance record listed in Patients > Patient > Insurance.]

• Insurance Prior Authorization: This will reflect the data as entered in the 'Prior Authorization' field found in the oldest active Prior Authorization record located in Patients > Patient > Incident Menu > Prior Auth. for the patient's most recent incident (dependent upon the patient's Tertiary Insurance Carrier being selected from the Prior Auth record's 'Insurance' popup).
  [Note: 1) The oldest active Prior Authorization record is located at the bottom of the list WITH remaining visits located in the Prior Auth tab. 2) The patient's Tertiary Insurance Carrier is determined by the third Insurance record listed in Patients > Patient > Insurance.]

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• Person Subscriber Number: This will display the Subscriber Number of the patient's Tertiary Insurance Carrier located in Patients > Patient > Insurance. This data will pull from the 'Subscriber #' field found in the selected carrier's record located in Patients > Primary or Secondary (dependent upon patient's Tertiary Insurance Carrier).
  [Note: 1) The 'Use Canadian Claim Fields' checkbox MUST be selected from Preferences > Localization. 2) The patient's Tertiary Insurance Carrier is determined by the third Insurance record listed in the patient's Insurance tab.]

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• Policy Holder Home Phone: This will display the Home Phone Number for the policy holder of the patient's Tertiary Insurance Carrier located in Patients > Patient > Insurance. This data will pull from a 'Phone' field located in Patients > Primary or Secondary (dependent upon the patient's Tertiary Insurance Carrier).
  [Note: 1) The 'Phone' field's adjoining 'Type' popup MUST be set to "Home Phone". 2) The patient's Tertiary Insurance Carrier is determined by the third Insurance record listed in the patient's Insurance tab.]

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• Policy Holder Mobile Phone: This will display the Mobile Phone Number for the policy holder of the patient's Tertiary Insurance Carrier located in Patients > Patient > Insurance. This data will pull from a 'Phone' field located in Patients > Primary or Secondary (dependent upon the patient's Tertiary Insurance Carrier).
  [Note: 1) The 'Phone' field's adjoining 'Type' popup MUST be set to "Mobile Phone". 2) The patient's Tertiary Insurance Carrier is determined by the third Insurance record listed in the patient's Insurance tab.]

• Policy Holder Other Phone: This will display the Other Phone Number for the policy holder of the patient's Tertiary Insurance Carrier located in Patients > Patient > Insurance. This data will pull from a 'Phone' field located in Patients > Primary or Secondary (dependent upon the patient's Tertiary Insurance Carrier).
  [Note: 1) The 'Phone' field's adjoining 'Type' popup MUST be set to "Other Phone". 2) The patient's Tertiary Insurance Carrier is determined by the third Insurance record listed in the patient's Insurance tab.]

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• Policy Holder Work Phone: This will display the Work Phone Number for the policy holder of the patient's Tertiary Insurance Carrier located in Patients > Patient > Insurance. This data will pull from a 'Phone' field located in Patients > Primary or Secondary (dependent upon the patient's Tertiary Insurance Carrier).
  [Note: 1) The 'Phone' field's adjoining 'Type' popup MUST be set to "Work Phone". 2) The patient's Tertiary Insurance Carrier is determined by the third Insurance record listed in the patient's Insurance tab.]

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• Procedure Apply Deductible: This is a "True/False" pull field that will display an 'X' respective to having selected the 'Applies to Deductible' checkbox for any procedure type as listed in the Procedure Type table located in the patient's Tertiary Insurance Carrier's Reference > Plans > Coverage.
  [Note: 1) Procedure Types MUST be added to References > Procedure Types. 2) The patient's Tertiary Insurance Carrier is determined by the third Insurance record listed in Patients > Patient > Insurance. 3) Functionality is dependent upon pull field formatting. If formatted for "True", an 'X' will display when the checkbox is selected. If formatted for "False", an 'X' will display when the checkbox is deselected.]

• Procedure Coverage Percent: This will reflect the data as entered in any '% Insurance Pays' field as listed in the Procedure Type table located in the patient's Tertiary Insurance Carrier's Reference > Plans > Coverage.
  [Note: 1) Procedure Types MUST be added to References > Procedure Types. 2) The patient's Tertiary Insurance Carrier is determined by the third Insurance record listed in Patients > Patient > Insurance.]

• Procedure Type: This will display the Name of any procedure type as listed under the 'Procedure Type' column of the Procedure Type table located in the patient's Tertiary Insurance Carrier's Reference > Plans > Coverage. This data will pull from the 'Description' field located in the selected procedure type's Reference.
  [Note: 1) Procedure Types MUST be added to References > Procedure Types. 2) The patient's Tertiary Insurance Carrier is determined by the third Insurance record listed in Patients > Patient > Insurance.]

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• Cell Phone Number: This will display the Cell Phone Number for the patient's Tertiary Referral located in Patients > Patient > Referrals. This data will pull from a 'Phone Numbers' field located in the selected referrer's Reference > Referrer Info.
  [Note: 1) The 'Phone Number' field's adjoining "phone type" popup MUST be set to "Cell". 2) The patient's Tertiary Referral is determined by the third Referral record listed in the Referrals tab.]

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• Expiration Date: This will display the Expiration Date for the patient's Tertiary Referral located in Patients > Patient > Referrals. This date is calculated by beginning with the Referral Date then adding the month range as selected from the 'Months' popup located in the selected Referrer record.
  [Note: 1) To activate the 'Expiration Date'/'Months' field/popup the 'Use Referrals Expiration Date' checkbox MUST be selected from References > Localizaion (not available in DDS). 2) When using this field in DDS or selecting 'Indefinite' from the 'Months' popup for other flavors, MacPractice should display the date as 12 months from the Referral date. However it displays the date as the previous month of the same year. 3) The patient's Tertiary Referral is determined by the third Referral record listed in the Referrals tab.]

• Expiration Months: This will reflect the data as selected from the 'Months' popup found in the patient's Tertiary Referral record located in Patients > Patient > Referrals.
  [Note: 1) The 'Use Referrals Expiration Date' checkbox MUST be selected from References > Localization. 2) The patient's Tertiary Referral is determined by the third Referral record listed in the Referrals tab.]

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• Fax Number: This will display the Fax Number for the patient's Tertiary Referral located in Patients > Patient > Referrals. This data will pull from a 'Phone Numbers' field located in the selected referrer's Reference > Referrer Info.
  [Note: 1) The 'Phone Number' field's adjoining "phone type" popup MUST be set to "Fax". 2) The patient's Tertiary Referral is determined by the third Referral record listed in the Referrals tab.]

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• Home Phone Number: This will display the Home Phone Number for the patient's Tertiary Referral located in Patients > Patient > Referrals. This data will pull from a 'Phone Numbers' field located in the selected referrer's Reference > Referrer Info.
  [Note: 1) The 'Phone Number' field's adjoining "phone type" popup MUST be set to "Home". 2) The patient's Tertiary Referral is determined by the third Referral record listed in the Referrals tab.]

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• Work Phone Number: This will display the Work Phone Number for the patient's Tertiary Referral located in Patients > Patient > Referrals. This data will pull from a 'Phone Numbers' field located in the selected referrer's Reference > Referrer Info.
  [Note: 1) The 'Phone Number' field's adjoining "phone type" popup MUST be set to "Work". 2) The patient's Tertiary Referral is determined by the third Referral record listed in the Referrals tab.]

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• Treatment Quadrant Code: This will display a numeric code reflective of the data selected from the 'Area of Oral Cavity' popup found in the Treatment Window for any procedure added to the Treatment Plan located in Patients > Ledger > Treatment Plan.
  [Note: DDS only.]

• Treatment Quadrant Description: This will reflect the Quadrant Description as selected from the 'Area of Oral Cavity' popup located in the Treatment Window for any procedure added to the Treatment Plan located in Patients > Ledger > Treatment Plan.
  [Note: 1) DDS only. 2) The order in which the treatments will display is determined by the 'Sort Treatment Plans By' popup located in Preferences > Forms > Settings. (Code or Tooth)]

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