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Contact Details
Category
Client
Individual
Business/Program
Prefix
{XPREFIX}
 
 
 
Title
 
{XTITLE}
 
 
First Name
{XFNAME}
{XFNAME}
Company
{XCOMPANY}
Middle Name 
{XMNAME}
{XMNAME}
 
 
Last Name
{XLNAME}
{XLNAME}
 
 
Credentials
 
{XCREDENTIALS}
 
 
Nickname
{XNICK}
{XNICK}
 
 
Mother Mdn
{XMOTHERMDN}



Birth Date
{XDOB}
{XDOB}
 
 
Lives with
{XLIVESWITH}
 
 
 
Group
{XGROUP}
 
 
 
Provider 1
{XPROVIDER}
 
 
 
Provider 2
{XPROVIDER2}
 
 
 
Provider 3
{XPROVIDER3}
 
 
 
Provider 4
{XPROVIDER4}
 
 
 
ID
{XID}
 
 
 
CID
{XPATIENTID}
 
 
 
Referral Category
{XREFCATEGORY}
{XREFCATEGORY}
 
{XREFCATEGORY}
Referrer 
{XREFERRER}
{XREFERRER}
 
{XREFERRER}
Contact Date
{XCONTACTDATE}
{XCONTACTDATE}
 
{XCONTACTDATE}
Estimated Start Date
{XEDOA}
 
 
 
Start Date
{XDOA}
{XDOA}
 
{XDOA}
End Date
{XDOD}
 
 
 
Estimated End Date 
{XEDOD}
 
 
 
Gender
{XSEX}
{XSEX}
 
 
SSN
{XSSNUM}
 
 
 
Pref Language
{XPREFLANGUAGE}



Ethnicity
{XETHNICITY}
 
 
 
Comm Pref
{XCOMMPREF}



Race
{XRACE}
 
 
 
Religion
{XRELIGION}
 
 
 
School
{XSCHOOL}
 
 
 
Grade
{XGRADE}
 
 
 
Employer
{XEMPLOYER}
{XEMPLOYER}
 
 
Job Title
{XJOBTITLE}
{XJOBTITLE}
 
 
Work Phone 1
{XWPHONE1}
{XWPHONE1}
Business Phone 1
{XBUSPHONE1}
Work Phone 2
{XWPHONE2}
{XWPHONE2}
Business Phone 2
{XBUSPHONE2}
Work Fax
{XFAX2}
{XFAX2}
Fax 1
{XFAX1}
Work Email
{XEMAIL2}
{XEMAIL2}
Email 1
{XEMAIL1}
Work Address
{XWORKADDRESS}
{XWORKADDRESS}
Address 1
{XBUSADDRESS1}
Work City
{XWORKCITY}
{XWORKCITY}
City 1
{XBUSCITY1}
Work State
{XWORKSTATE}
{XWORKSTATE}
State 1
{XBUSSTATE1}
Work Zip
{XWORKZIP}
{XWORKZIP}
Zip 1
{XBUSZIP1}
Work Country
{XWORKCOUNTRY}
{XWORKCOUNTRY}
Country 1
{XBUSCOUNTRY1}
Home Phone
{XHPHONE}
{XHPHONE}
Business Phone 3
{XBUSPHONE3}
Mobile Phone
{XMPHONE}
{XMPHONE}
Business Phone 4
{XBUSPHONE4}
Home Fax
{XFAX1}
{XFAX1}
Fax 2
{XFAX2}
Home Email
{XEMAIL1}
{XEMAIL1}
Email 2
{XEMAIL2}
Home Address
{XHOMEADDRESS}
{XHOMEADDRESS}
Address 2
{XBUSADDRESS2}
Home City
{XHOMECITY}
{XHOMECITY}
City 2
{XBUSCITY2}
Home State
{XHOMESTATE}
{XHOMESTATE}
State 2
{XBUSSTATE2}
Home Zip
{XHOMEZIP}
{XHOMEZIP}
Zip 2
{XBUSZIP2}
Home Country
{XHOMECOUNTRY}
{XHOMECOUNTRY}
Country 2
{XBUSCOUNTRY2}
Home and Work Email
{XEMAIL}
 
 
 
Website
 
{XURL}
 
{XURL}
Key Comments
{XKEYCOMMENTS}
{XKEYCOMMENTS}
 
{XKEYCOMMENTS}
Inactive Reason
{XINACTIVE_REASON}
{XINACTIVE_REASON}
 
{XINACTIVE_REASON}
Related Contacts (AutoNotes only)
{XRELATED}
{XRELATED}
 
{XRELATED}
Related Contacts (Template Builder Only)
{XRELATED_TXT}
{XRELATED_TXT}
 
{XRELATED_TXT}
Photo
{XCPHOTO}

 

Mailing Label

{XMAILINGLABEL}
 
{XMAILINGLABEL}
Large Photo
{XCPHOTOLG}
 
 
 


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Related Contacts
 
Parent/Guardian (PG)
Legal Custody (LC)
Information Release (IR)
 Names
{XPARENTS}
{XLC}
{XIR}
 Phones
{XPARENTSPHONE}
{XLCPHONE}
{XIRPHONE}
    Home
{XPARENTSHPHONE}
{XLCHPHONE}
{XIRHPHONE}
    Mobile
{XPARENTSMPHONE}
{XLCMPHONE}
{XIRMPHONE}
    Work 1
{XPARENTSWPHONE}
{XLCWPHONE}
{XIRWPHONE}
    Work 2
{XPARENTSWPHONE2}
{XLCWPHONE2}
{XIRWPHONE2}
    Home Fax
{XPARENTSHFAX}
{XLCHFAX}
{XIRHFAX}
    Work Fax
{XPARENTSWFAX}
{XLCWFAX}
{XIRWFAX}
 Email
{XPARENTSEMAIL}
{XLCEMAIL}
{XIREMAIL}
 Phone & Email 
{XPARENTSPHONEEMAIL}
{XLCPHONEEMAIL}
{XIRPHONEEMAIL}
 Address
{XPARENTSADDRESS}
{XLCADDRESS}
{XIRADDRESS}
 Full Contact
{XPARENTSCONTACT}
{XLCCONTACT}
{XIRCONTACT}
 Comments
{XPARENTSCOMMENTS}
{XLCCOMMENTS}
{XIRCOMMENTS}


Related Contacts
 
Referrer (REF)
Referred Out (REF-O)
Emergency Contact (EMC)
 Names
{XREF}
{XREFO}
{XEMC}
 Phones
{XREFPHONE}
{XREFOPHONE}
{XEMCPHONE}
    Home
{XREFHPHONE}
{XREFOHPHONE}
{XEMCHPHONE}
    Mobile
{XREFMPHONE}
{XREFOMPHONE}
{XEMCMPHONE}
    Work 1
{XREFWPHONE}
{XREFOWPHONE}
{XEMCWPHONE}
    Work 2
{XREFWPHONE2}
{XREFOWPHONE2}
{XEMCWPHONE2}
    Home Fax
{XREFHFAX}
{XREFOHFAX}
{XEMCHFAX}
    Work Fax
{XREFWFAX}
{XREFOWFAX}
{XEMCWFAX}
 Email
{XREFEMAIL}
{XREFOEMAIL}
{XEMCEMAIL}
 Phone & Email 
{XREFPHONEEMAIL}
{XREFOPHONEEMAIL}
{XEMCPHONEEMAIL}
 Address
{XREFADDRESS}
{XREFOADDRESS}
{XEMCADDRESS}
 Full Contact
{XREFCONTACT}
{XREFOCONTACT}
{XEMCCONTACT}
 Comments
{XREFCOMMENTS}
{XREFOCOMMENTS}
{XEMCCOMMENTS}


Related Contacts
 
Guarantor (GUAR)
Subscriber (SUBR)
 Names
{XGUAR}
{XSUBR}
 Phones
{XGUARPHONE}
{XSUBRPHONE}
    Home
{XGUARHPHONE}
{XSUBRHPHONE}
    Mobile
{XGUARMPHONE}
{XSUBRMPHONE}
    Work 1
{XGUARWPHONE}
{XSUBRWPHONE}
    Work 2
{XGUARWPHONE2}
{XSUBRWPHONE2}
    Home Fax
{XGUARHFAX}
{XSUBRHFAX}
    Work Fax
{XGUARWFAX}
{XSUBRWFAX}
 Email
{XGUAREMAIL}
{XSUBREMAIL}
 Phone & Email 
{XGUARPHONEEMAIL}
{XSUBRPHONEEMAIL}
 Address
{XGUARADDRESS}
{XSUBRADDRESS}
 Full Contact
{XGUARCONTACT}
{XSUBRCONTACT}
 Comments
{XGUARCOMMENTS}
{XSUBRCOMMENTS}


 

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Med / Clinical - Diagnosis
Diagnosis Codes - Master Treatment (e.g. DSM5/ICD10)
{XDIAGNOSIS}
Diagnosis Codes - Initial Tx (e.g. DSM5/ICD10)
{XIDIAGNOSIS}
With "As Evidenced by"
{XDX_CRITERIA}
With "As Evidenced by"
{XIDX_CRITERIA}




OLD DSM-IV
DSM-IV All Axis - Master
{XAXIS_ALL}
DSM-IV All Axis - Initial
{XIAXIS_ALL}
DSM-IV Axis 1 - Master
{XAXIS1}
DSM-IV Axis 1 - Initial
{XIAXIS1}
DSM-IV Axis 2 - Master
{XAXIS2}
DSM-IV Axis 2 - Initial
{XIAXIS2}
DSM-IV Axis 3 - Master
{XAXIS3}
DSM-IV Axis 3 - Initial
{XIAXIS3}
DSM-IV Axis 4 - Master
{XAXIS4}
DSM-IV Axis 4 - Initial
{XIAXIS4}
DSM-IV Axis 5 - Master
{XAXIS5}
DSM-IV Axis 5 - Initial
{XIAXIS5}



Med / Clinical - Goals, Objectives and Problems

( AutoNotes Only ) 

Templates only
Goals (AutoNote)
{XGOALS}
Goals
{XGOALS_TXT}
Objectives (AutoNote) 
{XOBJECTIVES}
Objectives
{XOBJECTIVES_TXT}
All Problems (AutoNotes)
{XPROBLEMLIST}
All problems and objectives
{XPROB_OBJ}
Interventions (AutoNote) 
{XINTERVENTIONS}
Interventions
{XINTERVENTIONS_TXT}
Problem Area (AutoNote) 
{XPROBLEMAREAS}
Problem Area
{XPROBLEMAREAS_TXT}


All Problems and Goals
{XPROB_GOALS}


All ACTIVE Problems and Goals
{XPROB_GOALS_ACTIVE}



Med / Clinical - Medications (Requires Include Med in Tx Plan to be checked - for each med - See images Below)
All Medications 
{XMEDSALL}
Active Medications    
{XMEDSACTIVE}
Psychotropic Medications 
{XMEDSPS}
All other Medications 
{XMEDSOTHER}


NOTES: Comprehensive documents, reports, and templates using Special Fields can pull in and show medications that are entered in the Meds tab OR DrFirst and as long as the Include Med in Tx Plan is checked.

  • Meds created in DrFirst will automatically check this box 
  • Un/check in the Meds tab as needed.




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NOTE:  {XPROBLEMLIST} is only available for AutoNotes. For more information and to turn this on, have your System Administrator create a ticket on this website.


Med/Clinical
Allergies{XALLERGIES}

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Pronouns
Him/Her
{XHIMHER}
him/her
{xHIMHER}
He/She
{XHESHE}
he/she
{xHESHE}
His/Her
{XHISHER}
his/her
{xHISHER}
Himself/Herself
{XHIMHERSELF}
himself/herself 
{xHIMHERSELF}
Man/Woman
{XMANWOMAN}
man/woman
{xMANWOMAN}
Son/Daughter
{XSONDAUGHTER}
son/daughter
{xSONDAUGHTER}     
Mr./Ms.
{XTITLE}


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Miscellaneous
Male/Female
{XSEX}
male/female
{xSEX}
Client Age
{XAGE}
Current Date
{XDATE}
Report Date (Does NOT work in Group Notes or Med/Clinical)
{XREPORTDATE}
Current Time
{XTIME}
Report Time (Does NOT work in Group Notes or Med/Clinical)
{XREPORTTIME}
DOA to DOD
{XLOS}
EDOA to EDOD
{XELOS}
DOA to today
{XCLOS}
User
{XUSER}
Referrer
{XREFERRER}
Related Contacts (AutoNotes only)
{XRELATED}
Related Contacts (Template Builder Only)
{XRELATED_TXT}
Client's Picture
{XPICTURE}
Client Digital Pin Signature
[CLIENT_SIGNATURES]
Staff Digital Pin Signature
[TEMPLATE_SIGNATURES]
Related Contact Digital Pin Signature
[CONTACT_SIGNATURES]


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Vitals (Tab in Med/Clinical)
Weight
{XVITAL_WEIGHT}
Vitals
{XLASTVITALS}
Weight if specified in first vital entry
{XVITAL_WEIGHT_INITIAL}
Desired Body Weight
{XVITAL_DBW}
Height in feet
{XVITAL_FT}
Percent Desired Body Weight
{XVITAL_PDBW}
Height in inches
{XVITAL_IN}
Blood Pressure sitting
{XVITAL_BP_SITTING}
Height
{XVITAL_HEIGHT}
Blood Pressure standing
{XVITAL_BP_STANDING}
BMI
{XVITAL_BMI}
Blood Pressure lying
{XVITAL_BP_LYING}
Temperature
{XVITAL_TEMP}
Heart Rate lying
{XVITAL_HR_LYING}
Oxygen
{XVITAL_OXY}
Heart Rate sitting
{XVITAL_HR_SITTING}
Respiration
{XVITAL_RESP}
Heart Rate standing
{XVITAL_HR_STANDING}
Vital Notes
{XVITAL_NOTES}



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Level of Care (Program/Episode)
All Levels of Care (chronologically)
{XLEVELSOFCARE}
Current Level of Care
{XLEVELSOFCARE_ACTIVE}
All LoC without Locations
{XLEVELSOFCARE_NO_LOCATIONS}
Current LoC without Locations
{XLEVELSOFCARE_NO_LOCATIONS_ACTIVE}



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Other
Data Form Fields (Must follow an {XPH} if it is the only SF in a Group Note)
{XDATA_data field number}
e.g.
{XDATA_112}
Med/Clinical Fields (Must follow an {XPH} if it is the only SF in a Group Note)
{XMDATA_field number}
e.g.
{XMDATA_354}
List of all active users sorted by first name, last name (Autonotes Only)
{XUSERLIST}
List of all active users sorted by first name, last name (Inline (Template Only))
{XUSERLIST_TXT}
 
 
Ledger Codes appear in locked templates (Add Ledger to note after locking note)
{XLEDGERCONTENT}
 
 
List of all active providers sorted by first name, last name (AUTONOTEs only)
{X_ALLPROVIDERS}
Provider 1 list
{XPROVIDER}
Provider 1 list (Inline)
{X_PROVIDER1_TXT}
Provider 2 list
{XPROVIDER2}
Provider 2 list (Inline)
{X_PROVIDER2_TXT}
Provider 3 list
{XPROVIDER3}
Provider 3 list (Inline)
{X_PROVIDER3_TXT}
Provider 4 list
{XPROVIDER4}
Provider 4 list (Inline)
{X_PROVIDER4_TXT}


Appointment Provider (To place user on note)
{XAPPTPROVIDER}
 
 
Page break
{XPAGEBREAK}
 
 
Blank Text Field

[BLANK]

 
 
For Reference Only (== Enter text after the double equal signs)

[REFERENCE_ONLY==Text goes here ]



Academic Progress Report (Includes all terms in active academic year)
{XEDU_PROGRESSRPT}



For your company's name use $PREF_COMPANY