Credit Memo Template Specific Merge Fields Signed by first name Signed by last name Signed by qualifications Signed by job title Credit transaction type (Credit Memo, Return Order, or Write Off) Credit number Template notes Disclaimer Credit date Payer total (subtotal after write offs minus all 3rd party coverages and deposits) Payer first name...
Read MoreRepair Order Form Specific Merge Fields Invoice date Order date Order deposit HA sale payment(s) total HA order Insurer coverage (total) Patient payable on order HA sale balance due Order total Order subtotal (total – taxes) Order total w/o discount/tax Tax total Other services, batteries, accessories sold Discount total HA sale Invoice number HA...
Read MoreToday’s date Clinic name Clinic address (PDF: one line, Word: multiple lines) Clinic address (one line) Clinic address (multiple lines) Clinic address and phone number (multiple lines) Clinic name, address and phone number (multiple lines) Clinic street line (unit, street number, and street name) Clinic unit Clinic street number Clinic street name Clinic city...
Read MoreToday’s date Clinic name Clinic address (PDF: one line, Word: multiple lines) Clinic address (one line) Clinic address (multiple lines) Clinic address and phone number (multiple lines) Clinic name, address and phone number (multiple lines) Clinic street line (unit, street number, and street name) Clinic unit Clinic street number Clinic street name Clinic city...
Read MoreGeneric Merge Fields Today’s date Clinic name Clinic location name Clinic address (PDF: one line, Word: multiple lines) Clinic address (one line) Clinic address (multiple lines) Clinic address and phone number (multiple lines) In Adobe Acrobat -> Tools -> Prepare Form -> Right-click field -> Properties -> Options -> The ‘Multi-Line’ checkbox needs to...
Read MoreGeneric Merge Fields Today’s date Clinic name Clinic location name Clinic address (PDF: one line, Word: multiple lines) Clinic address (one line) Clinic address (multiple lines) Clinic address and phone number (multiple lines) In Adobe Acrobat -> Tools -> Prepare Form -> Right-click field -> Properties -> Options -> The ‘Multi-Line’ checkbox needs to...
Read MoreLander Agreement Specific Merge Fields Signed by first name Signed by last name Signed by qualifications Signed by job title Make Needs to be within TableStart:lineItems and TableEnd:lineItems Model Needs to be within TableStart:lineItems and TableEnd:lineItems Serial number Needs to be within TableStart:lineItems and TableEnd:lineItems Value Needs to be within TableStart:lineItems and TableEnd:lineItems Total...
Read MoreInvoice/Quote Template Specific Merge Fields Signed by first name Signed by last name Signed by qualifications Signed by job title Subtotal Subtotal after write offs Tax total Tax rates (comma separated list) Payer total (subtotal after write offs minus all 3rd party coverages and deposits) Grand total Date Sum of payer payments Balance due...
Read MorePatient Correspondence (Marketing) Specific Merge Fields Today’s date Clinic name Clinic location name Clinic address block Clinic address (one line) Clinic street line (unit, street number, and street name) Clinic unit Clinic street number Clinic street name Clinic city Clinic province Clinic postal code Clinic phone number Clinic fax number Patient ID number Patient...
Read MorePhysician Correspondance Specific Merge Fields Signed by first name Signed by last name Signed by qualifications Signed by job title Family physician last name Family physician first name Family physician middle initial Family physician ‘Dr.’ title Family physician address block Family physician fax number Family physician clinic name Family physician phone number Family physician...
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