NextGen Knowledge Center

Patient Information Data Fields in Form and Label Templates

The following table lists the Data Repository data fields for Patient Information.

Data FieldsDescription
Alternate PhonePatient's alternate phone number
Alternate Phone Ext.Patient's alternate phone extension number
*Birth DateDate of birth (mandatory)
*Birth Date(mmddyy)Date of birth in the mmddyy format
Chart Details Marketing Co...Chart Details Marketing Comments
Chart Details Marketing DataChart Details Marketing Data
Chart Details Marketing PlanChart Details Marketing Plan
Correspondence LanguagePatient's preferred correspondence language
Day PhonePatient's daytime phone number
Day Phone Ext.Patient's daytime phone extension number
Email AddressEmail address of the patient
EthnicityEthnicity is a multi-value field.
External IDThis data field pulls the ID from the External ID field on the Ext tab in the Add/Modify Patient Information window.
Female X-MarkFemale X-Mark
Gender IdentityGender identity
Head of Household NameName of the head of the household.
Home PhonePatient's home phone number
Male X-MarkMale X-Mark
Marital StatusMarital status of the patient
Other ID NumberOther ID number
Patient Age (yrs mos)Patient's age in the years months format
Patient Age (yrs)Patient age in years
Patient CityPatient's city
Patient City, State ZipPatient city name and state zip code
Patient First Last NamePatient name displays in the First Last format. For example, John Doe
Patient First NamePatient's first name
Patient Full NamePatient full name

The patient name appears in the Last, First Middle. For example, Doe, John Lee for a patient with the name John Lee Doe.

Patient Full Name With Prefix/SuffixPatient's full name with prefix-such as Mr. , and suffix-such as Jr.
Patient Last NamePatient's last name
Patient Medical Record #Patient's medical record number
*Patient Medical Record #(…Patient medical record number with barcode (mandatory)
*Patient Medical Record #(…Patient medical record number with document management barcode (mandatory)
*Patient Medical Record # (…Patient medical record number with leading zeros (mandatory)
Patient Middle NamePatient middle name
Patient PCPPatient primary care provider
Patient PicturePatient picture
Patient Privacy Notice IssuedPrivacy notice issued to patient
Patient Privacy Notice NotePrivacy notice note added to the patient
Patient Privacy Notice Retu...Privacy notice returned to patient
Patient Privacy Signature R...Patient privacy signature reason
Patient Secondary Address 1Patient Secondary Address 1
Patient Secondary Address 2Patient Secondary Address 2
Patient Secondary CityPatient Secondary City
Patient Secondary City, Stat...Patient Secondary City, State Zip
Patient Secondary StatePatient Secondary State
Patient Secondary ZipPatient Secondary Zip
Patient StatePatient State
Patient StatusPatient status as set in the chart
Patient Status Reason Cha…Patient status reason change
Patient Street Address 1Patient Street Address 1
Patient Street Address 2Patient Street Address 2
Patient Work PhonePatient Work Phone
Patient ZipPatient Zip
PCP Prov Address 1PCP Prov Address 1
PCP Prov Address 2PCP Prov Address 2
PCP Prov CityPCP Prov City
PCP Prov Other 1 PhonePCP Prov Other 1 Phone
PCP Prov PhonePCP Prov Phone
PCP Prov StatePCP Prov State
PCP Prov ZipPCP Prov Zip
Person NumberPerson Number
Person Number (Doc Mgmt Advanced)Person Number (Doc Mgmt Advanced)
Person Number (Doc Mgmt Separator)Person Number (Doc Mgmt Separator)
Pharmacy Address 1Pharmacy Address 1
Pharmacy Address 2Pharmacy Address 2
Pharmacy cityPharmacy city
Pharmacy FaxPharmacy Fax
Pharmacy NamePharmacy Name

The maximum number of characters allowed is 70.

Pharmacy NotePharmacy Note
Pharmacy phonePharmacy phone
Pharmacy statePharmacy state
Pharmacy zipPharmacy zip
PostOp 1-10Post-op date

These fields print up to 10 procedures that have post-op periods. The records are printed for charges that have After Care Days specified on Service Item library > General tab and have a last date of post-op later than or equal to today's date. The last date of post-op is calculated by adding the number of After Care Days to the service date.

The data prints in the format SIM - SIM Description - Date of last day of post op period. For example 67210L - Focal Laser Left Eye - 2/1/2009. A code does not appear if the calculated date is earlier than the current day or the number of aftercare days is not greater than zero.

Poverty CategoryPoverty category, which accompanies the poverty percentage, as defined in the Patient Responsibility master file
Poverty PercentPoverty percentage as defined in the Patient Responsibility master file based on the patient's family size and income.
Preferred PronounPreferred pronoun
Primary Care PhysicianPatient's primary care physician
Primary Dental PCPPatient's primary care physician for dental care
Secondary Hm PhnPatient's secondary home phone number.
SexPatient's gender
Sexual OrientationSexual orientation
SSN

Social Security Number

Patient Provider User-Defined Field 1-12These fields print up to 12 user defined fields.
Support Role Descr 1Support Role Descr 1
Support Role Descr 2Support Role Descr 2
Support Role Descr 3Support Role Descr 3
Support Role Name 1Support Role Name 1
Support Role Name 2Support Role Name 2
Support Role Name 3Support Role Name 3
Chart User-Defined Field 1-8These fields use the names set up on the Chart Practice Preferences. The data pulls from the user-defined fields on the Chart Details dialog box.
Client Defined Field 1-14These fields print up to 14 client-defined fields
RaceThis field pulls the race from the Race field on either the Demographics or UDS tab of the Add/Modify Patient Information dialog box.
Preferred LanguagePreferred language
ReligionReligion
ChurchChurch
Responsible Party Information
Client Defined Fields (11-14)Client defined fields (11-14)
Chart Guarantor Address 1Chart guarantor address 1
Chart Guarantor Address 2Chart guarantor address 2
Chart Guarantor City, State ZipChart guarantor city, state, and zip code
Chart Guarantor Day PhoneChart guarantor day phone
Chart Guarantor DOBChart guarantor date of birth
Chart Guarantor EmailChart guarantor email
Chart Guarantor Full NameChart guarantor full name
Chart Guarantor Home PhoneChart guarantor home phone
Chart Guarantor Marital StatusChart guarantor marital status
Chart Guarantor PCPChart guarantor primary care provider
Chart Guarantor Preferred LanguageChart guarantor preferred language
Chart Guarantor RelationshipChart guarantor relationship
Chart Guarantor Sec Address 1Chart guarantor secondary address 1
Chart Guarantor Sec Address 2Chart guarantor secondary address 2
Chart Guarantor Sec City, State ZipChart guarantor secondary city, state, and zip code
Chart Guarantor Sec Home PhoneChart guarantor secondary home phone
Chart Guarantor SexChart guarantor gender
Chart Guarantor Smoker(Y/N)Chart guarantor smoker preference (Y/N)
Chart Guarantor SSNChart guarantor social security number
Chart Guarantor Student StatusChart guarantor student status
Chart Guarantor Veteran(Y/N)Chart guarantor veteran (Y/N)
Data FieldsDescription
Primary Insurance
Patient Primary CityPatient primary city
Patient Primary City, State...Patient primary city, state, and zip code
Patient Primary Contact F...Patient primary contact full name
Patient Primary Copay Am...Patient primary copay amount
Patient Primary Group #Patient primary group number
Patient Primary Group Na...Patient primary group name
Patient Primary Ins Conta...Patient primary insured contact fax number
Patient Primary Ins Conta...Patient primary insurance contact phone
Patient Primary Insured A...Patient primary insured address line 1
Patient Primary Insured A...Patient primary insured address line 2
Patient Primary Insured CityPatient primary insured city
Patient Primary Insured C...Patient primary insured country
Patient Primary Insured C...Patient primary insured county
Patient Primary Insured D...Patient primary insured date of birth
Patient Primary Insured E...Patient primary insured employer
Patient Primary Insured N...Patient primary insured name
Patient Primary Insured O...Patient primary insured occupation
Patient Primary Insured R...Patient primary insured relationship to patient
Patient Primary Insure SexPatient primary insured gender
Patient Primary Insured S...Patient primary insured social security number
Patient Primary Insured St...Patient primary insured state
Patient Primary Insured...Patient primary insured work phone
Patient Primary Insured ZipPatient primary insured zip code
Patient Primary NamePatient primary name
Patient Primary Plan #Patient primary plan number
Patient Primary Policy #Patient primary policy number
Patient Primary StatePatient primary state
Patient Primary Street Ad...Patient primary street address 1
Patient Primary Street Ad...Patient primary street address 2
Patient Primary ZipPatient primary zip
Payer User-Defined 1 Na...Payer user-defined 1 name
Secondary Insurance
Patient Secondary CityPatient secondary city
Patient Secondary City, S...Patient secondary city, state, and zip code
Patient Secondary Conta...Patient secondary contact full name
Patient Secondary Copay...Patient secondary copay amount
Patient Secondary Group #Patient secondary group number
Patient Secondary Group...Patient secondary group name
Patient Secondary Ins Co...Patient secondary insured contact fax
Patient Secondary Ins Co...Patient secondary insured contact phone number
Patient Secondary Insure...Patient secondary insured address line 1
Patient Secondary Insure...Patient secondary insured address line 2
Patient Secondary Insure...Patient secondary insured city
Patient Secondary Insure...Patient secondary insured country
Patient Secondary Insure...Patient secondary insured county
Patient Secondary Insure...Patient secondary insured date of birth
Patient Secondary Insured...Patient secondary insured employer
Patient Secondary Insure...Patient secondary insured name
Patient Secondary Insure...Patient secondary insured occupation
Patient Secondary Insure...Patient secondary insured relationship to patient
Patient Secondary Insure...Patient secondary insured gender
Patient Secondary Insure...Patient secondary insured social security number
Patient Secondary Insure...Patient secondary insured state
Patient Secondary Insure...Patient secondary insured work phone
Patient Secondary Insure...Patient secondary insured zip
Patient Secondary NamePatient secondary name
Patient Secondary Plan #Patient secondary plan number
Patient Secondary Policy #Patient secondary policy number
Patient Secondary StatePatient secondary state
Patient Secondary Street...Patient secondary street address 1
Patient Secondary Street...Patient secondary street address 2
Patient Secondary ZipPatient secondary zip
Tertiary Insurance
Patient Tertiary Contact F...Patient tertiary contact full name
Patient Tertiary Insured A...Patient tertiary insured address line 1
Patient Tertiary Insured A...Patient tertiary insured address line 2
Patient Tertiary Insured CityPatient tertiary insured city
Patient Tertiary Insured C...Patient tertiary insured country
Patient Tertiary Insured C...Patient tertiary insured county
Patient Tertiary Insured D...Patient tertiary insured date of birth
Patient Tertiary Insured E...Patient tertiary insured employer
Patient Tertiary Insured N...Patient tertiary insured name
Patient Tertiary Insured O...Patient tertiary insured occupation
Patient Tertiary Insured R...Patient tertiary insured relationship to patient
Patient Tertiary Insure SexPatient tertiary insured sex
Patient Tertiary Insured S...Patient tertiary insured social security number
Patient Tertiary Insured S...Patient tertiary insured state
Patient Tertiary Insured...Patient tertiary insured work phone
Patient Tertiary Insured ZipPatient tertiary insured zip