DOCUMENT MERGE CODES
(Codes used in "ROUTE" and "SIGN" forms) – These forms print from the command line in patient information.
Command Document
R = ROUTE.doc
T = ROUTE+RESPONSE.doc
S = SIGN.doc
[PT#] PATIENT ACCOUNT # WITH JOB CODE
[PT##] PATIENT ACCOUNT # BUT NO JOB CODE WITH IT.
PT_NAME] PATIENT NAME
[PT_DOB] PATIENT DATE OF BIRTH [AGE] PATIENT AGE PRINTS AS “years”
[PT_SEX] PATIENT SEX [AGEB] PATIENT AGE PRINTS AS “Days, Months, Years”
[SOC_SEC] SOCIAL SECURITY NUMBER – FIRST 5 DIGITS ARE MASKED AND ARE NOT VISIBLE
[FULLSSNO] SOCIAL SECURITY NUMBER - UNMASKED
[PT_TELE] PATIENT TELEPHONE [EN#] ENCOUNTER #
[PT_ADD1] PATIENT ADDRESS [DATE] SYSTEM DATE
[PT_ADD2] PATIENT ADDRESS TWO [TIME] SYSTEM TIME
[PT_CITY] PATIENT CITY
[PT_STZP] PATIENT STATE & ZIP [PLSTS] PAT. CHRONIC PROBLEM LIST
[CV_CODE] COVERAGE CODE [PROB_DX]:#1 PROBLEM DIAGNOSIS #1
[BILLS] PATIENT BILLS [PROB_DX]:#2 PROBLEM DIAGNOSIS #2
[DUNN] PATIENT DUNNING [PROB_DX]:#3 PROBLEM DIAGNOSIS #3
[BUDGET] PATIENT BUDGET
[CHART] PATIENT CHART
[PTBAL] PATIENT BALANCE
[MRN] PATIENT MEDICAL RECORD #
[PRI_DX] PRIMARY DIAGNOSIS
[REF_BY] REFERRAL DOCTOR + REMOVES EXTRA SPACES: MORE THAN
[FC-CODE] FACILITY CODE ONE BRACKET ON A LINE, TYPE +[ ] OR
[PT_EMPL] PATIENT EMPLOYER +{ }. REMOVES ALL SPACES EXCEPT ONE.
[EM_ADD1] EMPLOYER ADDRESS 1
[EM_ADD2] EMPLOYER ADDRESS 2 [RF_ ], [FC_ ], [INS_]
[EM_CITY] EMPLOYER CITY AFTER THE UNDERSCORE, TYPE FIELD
[EM_STZP] EMPLOYER STATE & ZIP LABEL FROM THE DICTIONARY TO HAVE
[EM_TELE] EMPLOYER TELEPHONE # THAT SPECIFIC INFORMATION PRINTED.
EX: [RF_PHONE] PRINTS PHONE NUMBER
[OPTION1] OPTION 1 ( Alert 1 )
[OPTION2] OPTION 2 ( Alert 2 )
[INS_CO]:#1 PRIMARY INSURANCE {CV_CODE} DESCRIPTIVE COVERAGE CODE
[INS_CO]:#2 SECONDARY INSURANCE {PROVO} PRINTS NAME OF THAT PROVIDER
[INS_CO]:#3 TERTIARY INSURANCE NUMBER (0-5).
[SB_NAME] SUBSCRIBER FULL NAME {REF_BY} PRINTS REFERRAL DR’S NAME
[SFN] SUBSCRIBER FIRST NAME {FC_CODE} PRINTS FACILITY NAME
[SLN] SUBSCRIBER LAST NAME {INS_CO} PRINTS INSURANCE CO. NAME
[PT_RELS] PATIENT RELATIONSHIP
[PLINS] SUBSCRIBER INS. DATA
[INSBAL] INSURANCE BALANCE [fff] FORM FEED PAPER TO NEXT PAGE
[FAMBAL] FAMILY BALANCE [FT] “MR” OR “MS”
[FAMAGE] AGED FAMILY ACCT. BALANCE [EDATE] ENCOUNTER DATE
[GROUPID] GROUP ID
[CONTRCT] CONTRACT #
[SERVICE] SERVICE CODE
[PROVO] PRIMARY PROVIDER
[PTN] Patient Name: Last, First
[PTNF] Patient Name: First Last
[PFN] Patient First Name
[PLN] Patient Last Name
[APTDATE] Appointment Date
[APTRSC] Resource ( Physician )
[APTTIME] Time
[APTPROC] Appointment Reason ( Procedure )
[APTDATE2] Appointment Date for today’s Appointment
[APTRSC2] Resource for today’s appt only
[APTTIME2] Resource for today’s appointment only
[APTPROC2] Reason for today’s appt only.
[APTLIST] Future Appointment List – Not including today.
When you create documents for use in the Office Medicine ™ system, here are the two types of merge codes you may use:
Field Names:
Any field name can be merged in by enclosing the field name in square brackets. You can pull information from any patient information field, referral, facility, provider, carrier, or patient medical record.
To distinguish between various carriers, follow the field with #1:
[INS_CO]:#1
To print a description, use braces:
{CV_CODE}
All field names are merged in without moving the information in the document around (so columns stay lined up).
Other Merge Codes:
The abbreviations below are merged in and move the information in the document to eliminate blank spaces (so letters are formatted):
The Follow codes are all enclosed in Brackets [ code ]
fff Form feed
DATE Working date. In some versions, it will print appt date if run from appts.
TIME Current time, unless printing from appts, then it’s the time of appt.
BAL Same as PTBAL
PT## Patient account number (last 6 digits)
PT# Patient account number (full 16 digits including job code)
PTBAL Patient balance & delinquent date
PTBAL2 Patient balance
INSBAL Insurance balance & date of last payment
INSBAL2 Insurance balance
EN# Encounter number (route slip number), also enables “no checkout”
feature of daily logs
PLSTS Prints everything on the user-defined page of patient information
PLINS Prints everything on all insurance screens of patient information
PFN Patient first name
PTN Patient’s entire name (last name first)
PLN Patient last name
PMI Patient middle initial
PTA Patient address
PTC Patient city
PTZ Patient state & zip
PTCSZ Patient City, State & Zip
FT Formal title (Mr. or Ms.)
SFN Subscriber first name
SLN Subscriber last name
Other Merge Codes: (continued)
SERVICE Insurance service code
CONTRCT Insurance contract number
RFN Referral name (as it is in the dictionary)
RFN2 Referral name from “EHR Name Field”
RFF Referral first name
RFL Referral last name
RMI Referral middle initial
RFA Referral address
RFC Referral city
RFCSZ Referral City State and Zip
RFZ Referral state & zip
RFT Referral telephone number
RFFAX Referral Fax Number
The following codes use PROV0 from patient information unless printing from appts, then it’s the appt doctor. If printing from recall, it’s the recall doctor
DRN Doctor name (as it is in the dictionary)
DRF Doctor first name
DRL Doctor last name
DRA Doctor address
DRC Doctor city
DRZ Doctor state & zip
DRT Doctor telephone number
PROVN Doctor name (as it is in the dictionary)
PROVA Doctor address
The following codes always use PROV0 from patient information
DOC# Doctor in-house number
DOCF Doctor first name
DOCL Doctor last name
DOCN Doctor name
DOC_PHONE Doctor telephone number
DOC_STZP Doctor state and zip
DOS Last claim date. If printing from appts, it’s the appt date (well, it’s
supposed to be anyway). If printing from recall, it’s the recall date.
PROC If printing from appts, it’s appt reason. If printing from recall, it’s
recall procedure. Otherwise, it’s blank
FAMBAL Prints both patient and insurance balance for the whole family
It will look like this: FAMILY: $10.00 CARRIER $20.00
FAMBAL2 Print total patient amount for the whole family.
FAMAGE 30/60/90/120 aging of family balance
AGE The patient’s age in years.
AGEB The patient’s age in years, months, and days
PTPYM Amount of
last patient payment & date of payment
PTPYM2 Amount of last patient payment
INSPYM Amount of last
insurance payment & date of payment
INSPYM2 Amount of last insurance payment
From Recall Letters/Cards
[PROC] Recall Reason
[PROV] Recall Doctor