Document bookmarks

• BC Client First Names 
• BC Client Full Names 
• BC Client ID 
• BC Client Last Name 
• BC Patient ID 
• BC Patient Name 
• BC Staff First Name 
• BC Staff Full Name 
• BC Staff ID 
• BC Staff Last Name 

• Arrival Date 
• Arrival Time 
• Boarding Status 
• Cage Number 
• Cage Type 
• Departure Date 
• Departure Time Patient Information 
• Equipment 
• Patient Information 
• Reservation Notes 

• our/your
• us/you
• we/you

• Address 1 
• Address 2 
• All Phones 
• City 
• Classification 
• Client Signature 
• Credit Code 
• Current A/R 
• Date Client Entered 
• E-mail Address 
• Finance Charges A/R 
• First Name 
• Full Name 
• ID 
• Last Month A/R 
• Last Name 
• Last Payment Amount 
• Last Payment Date 
• LY Sales – Inventory 
• LY Sales – Services 
• LY Visits 
• Middle Initial 
• Ninety Days A/R 
• Note 
• Outstanding Balance 
• Overdue Balance 
• Phone Description 
• Phone Extension 
• Phone Number 
• Postal Code 
• Referred Address 1 
• Referred Address 2 
• Referred By Name 
• Referred City 
• Referred Postal Code 
• Referred State 
• Secondary Name 
• Sixty Days A/R 
• State 
• Status 
• Thirty Days A/R 
• Title 
• YTD Sales – Inventory 
• YTD Sales – Services 
• YTD Visits 

• Image 
• Patient Picture 

• List: Adding the list bookmark to a document will prompt the user, at the time of use, to select invoices from the patient history to add to the document.

• Lab results: Adding the Lab results bookmark to a document will prompt the user, at the time of use, to select lab results from the patient history to add to the document.

• Abnormal Exam Observ. Only
• All Exam Observations
• Departing Instructions
• Patient Diagnosis

• All Medical-note type templates 

• Invoice Item BC
• Invoice Item Description
• Invoice Item ID

• Current Date 
• Current Time 

• Age
• Birth Date
• Breed
• Check In Alert Notes
• Check In Cage
• Check In Checked In By (last)
• Check In Date (Last)
• Check In Notes (Last)
• Check In RFV Primary (Last)
• Check In RFV Secondary (Last)
• Check In Room (Last)
• Check In Staff ID (Last)
• Check In Time (Last)
• Check In Ward (Last)
• Check Out Date (Last)
• Check Out Time (Last)
• Color
• Current Weight
• Current Weight Unit
• Date Current Weight
• Date Patient Entered
• Deceased Date
• Manner Of Injection
• Markings
• Microchip ID
• Name
• Next Appt Date
• Next Appt Primary Reason
• Next Appt Secondary Reason
• Next Appt Staff
• Next Appt Time
• Number Of Years
• Patient Classification
• Patient ID
• Patient Note
• Patient Status
• Rabies Expiration Date
• Rabies Tag Date
• Rabies Tag Number
• Registration Number
• Sex
• Species
• Vaccine Amount
• Vaccine Brand
• Vaccine Expiration
• Vaccine Lot Number
• Vaccine Name
• Vaccine Producer
• Vaccine Type

• All Phones
• Clinic Address 1
• Clinic Address 2
• Clinic City
• Clinic Name
• Clinic Name 2
• Clinic Phone
• Clinic Postal Code
• Clinic State

• List: Adding the list bookmark to a document will prompt the user, at the time of use, to select prescription information from the patient history to add to the document.

• Enter merge question: Creates a pop-up window when the document is opened, signaling the user to answer a question or fill in a prompt. For example, adding the question ” Number to reach you at today?” will cause the question to pop-up when a surgical release form is used with a patient.

Bookmark will use the referral info set as primary on the referrals tab of the patient information window.

• All Phones
• Ref. Doctor Address 1
• Ref. Doctor Address 2
• Ref. Doctor City
• Ref. Doctor Email
• Ref. Doctor Fax
• Ref. Doctor First Name
• Ref. Doctor Full Name
• Ref. Doctor Last Name
• Ref. Doctor License
• Ref. Doctor Note
• Ref. Doctor Phone Description
• Ref. Doctor Phone Extension
• Ref. Doctor Phone Number
• Ref. Doctor Postal Code
• Ref. Doctor State
• Ref. Doctor Title

Bookmark will use the referral info set as primary on the referrals tab of the patient information window.

• All Phones
• Ref. Hospital Address 1
• Ref. Hospital Address 2
• Ref. Hospital City
• Ref. Hospital Email
• Ref. Hospital Fax
• Ref. Hospital Name
• Ref. Hospital Note
• Ref. Hospital Phone Description
• Ref. Hospital Phone Extension
• Ref. Hospital Phone Number
• Ref. Hospital Postal Code
• Ref. Hospital State

• The reminder info bookmark is used to insert the reminder information in the document regardless of the patient history. If the reminder is not in the patient history, the reminder description will be listed along with the date 00/00/0000.
• For all reminders: Check Use preferences to populate the customized vaccination default bookmark.
• For specific reminders: Select from the drop-down list, followed by description, given, or due information. This list is populated by invoice items with reminders to generate set up.

• All Phones
• Signature
• Signature W / Pwd.
• Staff Address 1
• Staff Address 2
• Staff City
• Staff Classification
• Staff First Name
• Staff Full Name
• Staff ID
• Staff Last Name
• Staff License Number
• Staff Middle Initial
• Staff Note
• Staff Phone Description
• Staff Phone Number
• Staff Postal Code
• Staff State
• Staff Status
• Staff Title

• This list populates based on your practice’s active client user-defined prompts.

• This list populates based on your practice’s active patient user-defined prompts.

• This option is most commonly used for patient history documents and vaccination or health certificates.
• The vaccinations bookmark is used to insert the bookmark only if it is in the patient’s history. If the patient does not have the reminder, the bookmark will be skipped.
• For all reminders: Check Use preferences to populate the customized vaccination default bookmark.
• For specific reminders: Select from the drop-down list, followed by description, given, or due information. This drop-down list is populated by invoice items with reminders to generate set up.

• Information must be in the client/patient record to populate the bookmark. For example, prescription labels must be created before the information will populate the prescription instructions bookmark.
• Use practice bookmarks for name, address, phones, etc. so in event any of this information changes, all documents will automatically update. The information is maintained under Lists > Practice.
• For MLSD configured practices, the logged in practice information will populate the document.
• When adding these bookmarks to a template or document, additional field selections are needed:
  • Boarding: Patient Information
  • Client: All Phones
  • Invoice Items: List
  • Lab: Lab Results
  • Practice: All Phones
  • Prescription Instructions: List
  • Referral Doctor: All Phones
  • Referral Hospital: All Phones
  • Reminder Info (if not using preferences)
  • Staff: All Phones
  • Vaccinations (if not using preferences)
• Any date-type bookmark will prompt for the date format to use.
• Depending on their intended use, text input fields may better suit your needs than question bookmarks as they can be easily identified within a document and can be filled in at any time while completing the document rather than the one time pop up when starting a document as seen with a question bookmark.
• When using the Given Date field with Vaccination Bookmarks, the date will populate as 00/00/0000 if the reminder was entered manually or came over during a conversion process from a previous practice management system.