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Page content
Legend
This legend will show you which types of documentation the special fields work in. Some special fields work in all areas, and some only work in specific areas. Make sure that the special field you are looking for will work in the document that you are working on.
| Med/Clinical: Assessment | M/C-A |
| Med/Clinical: Treatment Plan | M/C-Tx |
| Template | TEMP |
| Autonote | A/N |
| Group Note (Template style) | G/N |
If the special field is available in the documentation, the title will be green, and if it is not available it will be red.
Contact details
| Content | Special Field | Application |
|---|
| First Name | {XFNAME} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Middle Name | {XMNAME} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Last Name | {XLNAME} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Preferred | {XPREFERREDNAME} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Mother Maiden Name | {XMOTHERMDN} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Marital Status | {XMARITALSTATUS} | M/C-A | M/C-Tx | TEMP | A/N | G/N
|
| Birth Date | {XDOB} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Lives With | {XLIVESWITH} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Group | {XGROUP} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Provider 1 | {XPROVIDER} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Provider 2 | {XPROVIDER2} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Provider 3 | {XPROVIDER3} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Provider 4 | {XPROVIDER4} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Pronoun Set | {XPRONOUNS} | M/C-A | M/C-Tx | TEMP | A/N | G/N
|
| ID | {XID} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| CID | {XCID} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Referral Category | {XREFCATEGORY} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Referrer | {XREFERRER} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Contact Date | {XCONTACTDATE} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Estimated Start Date | {XEDOA} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Start Date | {XDOA} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| End Date | {XDOD} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Estimated End Date | {XEDOD} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Sex | {XSEX} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Gender Identity | {XGENDERID} |
|
| SSN | {XSSNUM} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Preferred Language | {XPREFLANGUAGE} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Ethnicity | {XETHNICITY} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Communication Preference | {XCOMMPREF} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Race | {XRACE} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Religion | {XRELIGION} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| School | {XSCHOOL} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Grade | {XGRADE} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Employer | {XEMPLOYER} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Job Title | {XJOBTITLE} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Work Phone 1 | {XWPHONE1} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Work Phone 2 | {XWPHONE2} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Work Fax | {XFAX2} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Work Email | {XEMAIL2} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Work Address | {XWORKADDRESS} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Work City | {XWORKCITY} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Work State | {XWORKSTATE} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Work Zip | {XWORKZIP} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Work Country | {XWORKCOUNTRY} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Home Phone | {XHPHONE} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Mobile Phone | {XMPHONE} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Home Fax | {XFAX1} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Home Email | {XEMAIL1} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Home Address | {XHOMEADDRESS} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Home City | {XHOMECITY} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Home State | {XHOMESTATE} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Home Zip | {XHOMEZIP} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Home Country | {XHOMECOUNTRY} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Home and Work Email | {XEMAIL} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Key Comments | {XKEYCOMMENTS} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Inactive Reason | {XINACTIVE_REASON} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Related Contacts | {XRELATED_TXT} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Mailing Label | {XMAILINGLABEL} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Photo | {XCPHOTO} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Large Photo | {XCPHOTOLG} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
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Individual details
| Content | Special Field | Application |
|---|
| Title | {XTITLE} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| FirstName | {XFNAME} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Middle Initial | {XMNAME} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Last Name | {XLNAME} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Preferred | {XNICK} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Credentials | {XCREDENTIALS} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Birth Date | {XDOB} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Referrer | {XREFERRER} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Contact Date | {XCONTACTDATE} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Gender | {XSEX} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Employer | {XEMPLOYER} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Job Title | {XJOBTITLE} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Work Phone 1 | {XWPHONE1} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Work Phone 2 | {XWPHONE2} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Work Fax | {XFAX2} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Work Email | {XEMAIL2} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Work Address | {XWORKADDRESS} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Work City | {XWORKCITY} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Work State | {XWORKSTATE} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Work Zip | {XWORKZIP} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Work Country | {XWORKCOUNTRY} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Home Phone | {XHPHONE} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Mobile Phone | {XMPHONE} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Home Fax | {XFAX1} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Home Email | {XEMAIL1} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Home Address | {XHOMEADDRESS} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Home City | {XHOMECITY} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Home State | {XHOMESTATE} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Home Zip | {XHOMEZIP} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Home Country | {XHOMECOUNTRY} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Website | {XURL} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Key Comments | {XKEYCOMMENTS} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Inactive Reason | {XINACTIVE_REASON} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Related Contacts | {XRELATED_TXT} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Mailing Label | {XMAILINGLABEL} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
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Company details
| Content | Special Field | Application |
|---|
| Company Name | {XCOMPANY} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Referrer | {XREFERRER} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Contact Date | {XCONTACTDATE} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Business Phone 1 | {XBUSPHONE} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Business Phone 2 | {XBUSPHONE2} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Fax 1 | {XFAX1} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Email 1 | {XEMAIL1} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Address 1 | {XBUSADDRESS1} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| City 1 | {XBUSCITY1} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| State 1 | {XSTATE1} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Zip 1 | {XZIP1} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Country 1 | {XCOUNTRY1} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Business Phone 3 | {XBUSPHONE3} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Business Phone 4 | {XBUSPHONE4} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Fax 2 | {XFAX2} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Email 2 | {XEMAIL2} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Address 2 | {XADDRESS2} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| City 2 | {XCITY2} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| State 2 | {XSTATE2} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Zip 2 | {XZIP2} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Country 2 | {XCOUNTRY2} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Website | {XURL} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Key Comments | {XKEYCOMMENTS} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Inactive Reason | {XINACTIVE_REASON} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Related Contacts | {XRELATED_TXT} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Mailing Label | {XMAILINGLABEL} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
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Related contacts
Parent guardian (PG)
| Content | Special Field | Application |
|---|
| Names | {XPARENTS} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Phones | {XPARENTSPHONE} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Home Phone | {XPARENTSHPHONE} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Mobile Phone | {XPARENTSMPHONE} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Work Phone | {XPARENTSWPHONE} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Work Phone 2 | {XPARENTSWPHONE2} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Home Fax | {XPARENTSHFAX} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Work Fax | {XPARENTSWFAX} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Email | {XPARENTSEMAIL} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Phone and Email | {XPARENTSPHONEEMAIL} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Address | {XPARENTSADDRESS} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Full Contact | {XPARENTSCONTACT} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Comments | {XPARENTSCOMMENTS} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
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Legal custody (LC)
| Content | Special Field | Application |
|---|
| Names | {XLC} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Phones | {XLCPHONE} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Home Phone | {XLCHPHONE} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Mobile Phone | {XLCMPHONE} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Work Phone | {XLCWPHONE} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Work Phone 2 | {XLCWPHONE2} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Home Fax | {XLCHFAX} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Work Fax | {XLCWFAX} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Email | {XLCEMAIL} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Phone and Email | {XLCPHONEEMAIL} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Address | {XLCADDRESS} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Full Contact | {XLCCONTACT} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Comments | {XLCCOMMENTS} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
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Information release (IR)
| Content | Special Field | Application |
|---|
| Names | {XIR} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Phones | {XIRPHONE} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Home Phone | {XIRHPHONE} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Mobile Phone | {XIRMPHONE} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Work Phone | {XIRWPHONE} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Work Phone 2 | {XIRWPHONE2} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Home Fax | {XIRHFAX} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Work Fax | {XIRWFAX} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Email | {XIREMAIL} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Phone and Email | {XIRPHONEEMAIL} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Address | {XIRADDRESS} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Full Contact | {XIRCONTACT} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Comments | {XIRCOMMENTS} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
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Referrer (REF)
| Content | Special Field | Application |
|---|
| Names | {XREF} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Phones | {XREFPHONE} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Home Phone | {XREFHPHONE} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Mobile Phone | {XREFMPHONE} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Work Phone | {XREFWPHONE} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Work Phone 2 | {XREFWPHONE2} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Home Fax | {XREFHFAX} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Work Fax | {XREFWFAX} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Email | {XREFEMAIL} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Phone and Email | {XREFPHONEEMAIL} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Address | {XREFADDRESS} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Full Contact | {XREFCONTACT} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Comments | {XREFCOMMENTS} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
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Referred out (REF-O)
| Content | Special Field | Application |
|---|
| Names | {XREFO} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Phones | {XREFOPHONE} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Home Phone | {XREFOHPHONE} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Mobile Phone | {XREFOMPHONE} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Work Phone | {XREFOWPHONE} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Work Phone 2 | {XREFOWPHONE2} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Home Fax | {XREFOHFAX} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Work Fax | {XREFOWFAX} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Email | {XREFOEMAIL} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Phone and Email | {XREFOPHONEEMAIL} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Address | {XREFOADDRESS} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Full Contact | {XREFOCONTACT} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Comments | {XREFOCOMMENTS} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
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Emergency contact (EMC)
| Content | Special Field | Application |
|---|
| Names | {XEMC} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Phones | {XEMCPHONE} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Home Phone | {XEMCHPHONE} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Mobile Phone | {XEMCMPHONE} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Work Phone | {XEMCWPHONE} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Work Phone 2 | {XEMCWPHONE2} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Home Fax | {XEMCHFAX} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Work Fax | {XEMCWFAX} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Email | {XEMCEMAIL} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Phone and Email | {XEMCPHONEEMAIL} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Address | {XEMCADDRESS} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Full Contact | {XEMCCONTACT} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Comments | {XEMCCOMMENTS} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
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Guarantor (GUAR)
| Content | Special Field | Application |
|---|
| Names | {XGUAR} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Phones | {XGUARPHONE} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Home Phone | {XGUARHPHONE} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Mobile Phone | {XGUARMPHONE} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Work Phone | {XGUARWPHONE} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Work Phone 2 | {XGUARWPHONE2} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Home Fax | {XGUARHFAX} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Work Fax | {XGUARWFAX} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Email | {XGUAREMAIL} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Phone and Email | {XGUARPHONEEMAIL} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Address | {XGUARADDRESS} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Full Contact | {XGUARCONTACT} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Comments | {XGUARCOMMENTS} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
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Subscriber (SUBR)
| Content | Special Field | Application |
|---|
| Names | {XSUBR} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Phones | {XSUBRPHONE} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Home Phone | {XSUBRHPHONE} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Mobile Phone | {XSUBRMPHONE} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Work Phone | {XSUBRWPHONE} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Work Phone 2 | {XSUBRWPHONE2} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Home Fax | {XSUBRHFAX} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Work Fax | {XSUBRWFAX} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Email | {XSUBREMAIL} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Phone and Email | {XSUBRPHONEEMAIL} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Address | {XSUBRADDRESS} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Full Contact | {XSUBRCONTACT} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Comments | {XSUBRCOMMENTS} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
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Med/Clinical
Diagnosis
| Content | Special Field | Application |
|---|
| Master Diagnosis Code | {XDIAGNOSIS} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Master Diagnosis as drop-down options | {XDIAGNOSIS_IR_DROPDOWN} | M/C-A | M/C-Tx | TEMP | A/N | G/N
|
| Master Diagnosis as drop-down options | {XDIAGNOSIS_ASMT_DROPDOWN} | M/C-A | M/C-Tx | TEMP | A/N | G/N
|
| Master Diagnosis w/As Evidenced By | {XDX_CRITERIA} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Initial Diagnosis Code | {XIDIAGNOSIS} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Initial Diagnosis as drop-down options | {XIDIAGNOSIS_IR_DROPDOWN} | M/C-A | M/C-Tx | TEMP | A/N | G/N
|
| Initial Diagnosis as drop-down options | {XIDIAGNOSIS_ASMT_DROPDOWN} | M/C-A | M/C-Tx | TEMP | A/N | G/N
|
| Initial Diagnosis w/As Evidenced By | {XIDX_CRITERIA} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
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Goals, objectives, and problems
| Content | Special Field | Application |
|---|
| Goals | {XGOALS_TXT} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Goals as drop-down options | {XGOALS_IR_DROPDOWN} | M/C-A | M/C-Tx | TEMP | A/N | G/N
|
| Goals as drop-down options | {XGOALS_ASMT_DROPDOWN} | M/C-A | M/C-Tx | TEMP | A/N | G/N
|
| Objectives | {XOBJECTIVES_TXT} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
Objectives as drop-down options
| {XOBJECTIVES_IR_DROPDOWN} | M/C-A | M/C-Tx | TEMP | A/N | G/N
|
Objectives as drop-down options
| {OBJECTIVES_ASMT_DROPDOWN} | M/C-A | M/C-Tx | TEMP | A/N | G/N
|
| All Problems and Objectives | {XPROB_OBJ} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Interventions | {XINTERVENTIONS_TXT} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
Problem List as drop-down options
| {XPROBLEMLIST_IR_DROPDOWN} | M/C-A | M/C-Tx | TEMP | A/N | G/N
|
Problem List as dropdown options
| {XPROBLEMLIST_ASMT_DROPDOWN} | M/C-A | M/C-Tx | TEMP | A/N | G/N
|
| Problem Area | {XPROBLEMAREAS_TXT} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Problem Areas as drop-down options | {XPROBLEMAREAS_IR_DROPDOWN} | M/C-A | M/C-Tx | TEMP | A/N | G/N
|
| Problem Areas as drop-down options | {XPROBMEAREAS_ASMT_DROPDOWN} | M/C-A | M/C-Tx | TEMP | A/N | G/N
|
| All Problems and Goals | {XPROB_GOALS} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| All ACTIVE Problems And Goals | {XPROB_GOALS_ACTIVE} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
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Medications
| Content | Special Field | Application |
|---|
| All Medications | {XMEDSALL} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Active Medications | {XMEDSACTIVE} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Psychotropic Medications | {XMEDSPS} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| All Other Medications | {XMEDSOTHER} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
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Vitals
| Content | Special Field | Application |
|---|
| Weight | {XVITAL_WEIGHT} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Initial Weight | {XVITAL_WEIGHT_INITIAL} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Height (ft) | {XVITAL_FT} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Height (in) | {XVITAL_IN} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Height | {XVITAL_HEIGHT} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| BMI | {XVITAL_BMI} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Temperature | {XVITAL_TEMP} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Oxygen | {XVITAL_OXY} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Respiration | {XVITAL_RESP} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Vital Notes | {XVITAL_NOTES} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Vitals | {XLASTVITALS} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Desired Body Weight | {XVITAL_DBW} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Percent Desired Body Weight | {XVITAL_PDBW} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Blood Pressure Lying | {XVITAL_BP_LYING} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Blood Pressure Sitting | {XVITAL_BP_SITTING} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Blood Pressure Standing | {XVITAL_BP_STANDING} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Heart Rate Lying | {XVITAL_HR_LYING} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Heart Rate Sitting | {XVITAL_HR_SITTING} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Heart Rate Standing | {XVITAL_HR_STANDING} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
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Allergies
| Content | Special Field | Application |
|---|
| Allergies | {XALLERGIES} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
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Test results
| Content | Special Field | Application |
|---|
| All Test Results | {XCUSTOMTESTSALL} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
Specific test results (enter "Test Code" for TESTID)
| {XCUSTOMTESTS_TESTID} | M/C-A | M/C-Tx | TEMP | A/N | G/N
|
Last entered test results based on received date
| {XCUSTOMTESTRANGE_LASTENTRY} | M/C-A | M/C-Tx | TEMP | A/N | G/N
|
| This week's date range test results | {XCUSTOMTESTRANGE_THISWEEK} | M/C-A | M/C-Tx | TEMP | A/N | G/N
|
| Last seven days date range test results | {XCUSTOMTESTRANGE_LAST7DAYS} | M/C-A | M/C-Tx | TEMP | A/N | G/N
|
| Previous weeks date range test results | {XCUSTOMTESTRANGE_LASTWEEK} | M/C-A | M/C-Tx | TEMP | A/N | G/N
|
| This month's date range test results | {XCUSTOMTESTRANGE_THISMONTH} | M/C-A | M/C-Tx | TEMP | A/N | G/N
|
| Previous months date range test results | {XCUSTOMTESTRANGE_LASTMONTH} | M/C-A | M/C-Tx | TEMP | A/N | G/N
|
| Last 30 days date range test results | {XCUSTOMTESTRANGE_LAST30DAYS} | M/C-A | M/C-Tx | TEMP | A/N | G/N
|
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Levels of care (Episode)
| Content | Special Field | Application |
|---|
| All Levels of Care (chronologically) | {XLEVELSOFCARE} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Current Level of Care | {XLEVELSOFCARE_ACTIVE} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| All Levels of Care without Locations | {XLEVELSOFCARE_NO_LOCATIONS} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Current Levels of Care without Locations | {XLEVELSOFCARE_NO_LOCATIONS_ACTIVE} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
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Pronouns
| Content | Special Field | Application |
|---|
| Him/Her | {XHIMHER} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| him/her | {xHIMHER} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| He/She | {XHESHE} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| he/she | {xHESHE} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| His/Her | {XHISHER} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| his/her | {xHISHER} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Himself/Herself | {XHIMHERSELF} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| himself/herself | {xHIMHERSELF} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Man/Woman | {XMANWOMAN} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| man/woman | {xMANWOMAN} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Son/Daughter | {XSONDAUGHTER} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| son/daughter | {xSONDAUGHTER} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Mr./Ms. | {XTITLE} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
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Providers
| Content | Special Field | Application |
|---|
| Provider 1 | {XPROVIDER} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Provider 2 | {XPROVIDER2} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Provider 3 | {XPROVIDER3} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Provider 4 | {XPROVIDER4} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Provider 1 List (Inline) | {X_PROVIDER1LIST_TXT} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Provider 2 List (Inline) | {X_PROVIDER2LIST_TXT} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Provider 3 List (Inline) | {X_PROVIDER3LIST_TXT} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Provider 4 List (Inline) | {X_PROVIDER4LIST_TXT} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Appointment Provider | {XAPPTPROVIDER} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
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AutoNotes only (These are intended to be placed in "V*" areas of an AutoNote only)
| Content | Special Field | Application |
|---|
| All Active Providers | {X_ALLPROVIDERS} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Provider 1 List | {X_PROVIDER1LIST} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Provider 2 List | {X_PROVIDER2LIST} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Provider 3 List | {X_PROVIDER3LIST} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Provider 4 List | {X_PROVIDER4LIST} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| All Active Users | {XUSERLIST} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Goals | {XGOALS} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Objectives | {XOBJECTIVES} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Active Objectives Only | {XOBJACTIVE} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Resolved Objectives Only | {XOBJRESOLVED} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| All Problems | {XPROBLEMLIST} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Interventions | {XINTERVENTIONS} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Problem Area | {XPROBLEMAREAS} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Related Contacts | {XRELATED} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
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Date and time
| Content | Special Field | Application |
|---|
| Current date | {XDATE} | M/C-A | M/C-Tx | TEMP | A/N | G/N
|
| Report date | {XREPORTDATE} | M/C-A | M/C-Tx | TEMP | A/N | G/N
|
| Current Time | {XTIME} | M/C-A | M/C-Tx | TEMP | A/N | G/N
|
| Report time | {XREPORTTIME} | M/C-A | M/C-Tx | TEMP | A/N | G/N
|
| Day | {XDAY} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
Full date
| {XLONGDATE} | M/C-A | M/C-Tx | TEMP | A/N | G/N
|
| Month | {XMONTH} | M/C-A | M/C-Tx | TEMP | A/N | G/N
|
| Year | {XYEAR} | M/C-A | M/C-Tx | TEMP | A/N | G/N
|
| Week day | {XWEEKDAY} | M/C-A | M/C-Tx | TEMP | A/N | G/N
|
| Week of | {XWEEKOF} | M/C-A | M/C-Tx | TEMP | A/N | G/N
|
DOA to DOD
| {XLOS} | M/C-A | M/C-Tx | TEMP | A/N | G/N
|
| EDOA to EDOD | {XELOS} | M/C-A | M/C-Tx | TEMP | A/N | G/N
|
| DOA to today | {XCLOS} | M/C-A | M/C-Tx | TEMP | A/N | G/N
|
| Appointment duration | {XAPPOINTMENTDETAILS} | M/C-A | M/C-Tx | TEMP | A/N | G/N
|
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Other
| Content | Special Field | Application |
|---|
| Data Form Field | {XDATA_*****} (insert data field id to replace *) | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Med/Clinical Field | {XMDATAP_*****} (insert data field id to replace *) | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| All Active Users | {XUSERLIST_TXT} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Ledger Codes | {XLEDGERCONTENT} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Page Break | {XPAGEBREAK} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Blank Text Field | [BLANK] | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| For Reference Only | [REFERENCE_ONLY==*text*] | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Academic Progress Report | {XEDU_PROGRESSRPT} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Preferred Company | $PREF_COMPANY | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Preferred Company | {PREF_COMPANY} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Male/Female | {XSEX} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| male/female | {xSEX} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| User | {XUSER} | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Client Digital Pin Signature | [CLIENT_SIGNATURES] | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Staff Digital Pin Signature | [TEMPLATE_SIGNATURES] | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Related Contact Digital Pin Signature | [CONTACT_SIGNATURES] | M/C-A | M/C-Tx | TEMP | A/N | G/N |
| Group Signatures | [GROUP_SIGNATURES] | M/C-A | M/C-Tx | TEMP | A/N | G/N |
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