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Pull fields extract data from the patient's record and add it directly to the text of a patient note, or can be used to create templates that will automatically populate a patient's information.

Standard Pull Fields

Standard pull fields will pull data directly from the patient's record in text form, such as their name, address, provider information, and so on. A pull field added to a template will display a data placeholder like this:<<Pat_Name>> When a patient note is created from the template, the patient's data (in this example, the patient's first and last name) will be pulled into the note. If a pull field is added directly to a patient note it will immediately be replaced with the patient's data.For a complete list of available pull fields, please reference the Pull Field Map.

Tables Pull Fields

The Tables pull fields pull Ledger, Appointment, Referral, and Clinical data into a note. This section discusses how to setup and use Tables pull fields in a template. The full list of Tables pull fields can be located here.

Adding Table Pull Fields to a Template

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Information on the Images pull fields in Notes can be found in the Note Images documentation or the Note Images pull field map.

Charts Pull Fields

The Charts Pull Fields work with the Merge Fields to pull a patient's Restorative Charting or Perio Chart information into a template or note.

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For further information consult the Charts Pull Field map.

Pull Field Map