Overview
Tokens are an easy way to add necessary information to forms, word merge documents, custom reports, or templates. Use the list shown below when building out forms and documents, for easy and accurate data entry.
Required Permissions and Prerequisites
- This article is in reference to our Desktop application
- Users will need to be assigned the appropriate profile for whichever area of the system they are modifying
Step-by-Step Instructions
Step 1: Locate Document
Locate the appropriate form, template, or report you want to add tokens to. Copy and paste the token from the right into the field you want the token inserted onto in PIMSY.
Token |
Description |
||
Client Details |
Place the token values at the right into your word document and PIMSY will replace them with the actual values from the clients chart when the word document is pulled up. | ||
| <<FullName>> | Full Name of Client (Last Name First) | ||
| <<FullName2>> | Full Name of Client (First Name First) | ||
| <<FirstName>> | Client First Name | ||
| <<MiddleName>> | Client Middle Name | ||
| <<LastName>> | Client Last Name | ||
| <<Initials>> | Client Initials including Middle | ||
| <<LegalFName>> | Legal Client First Name from Insurance Tab | ||
| <<LegalLName>> | Legal Client Last Name from Insurance Tab | Fill in the Blank: << >> | |
| <<AKA>> | AKA | Required field: <<*>> | |
| <<MaidenName>> | Maiden Name | ||
| <<SSN>> | SSN | ||
| <<ClientNumber>> | Client Number | ||
| <<AltClientNumber>> | Alternate Client Number | ||
| <<Active>> | Active (1 or 0) | ||
| <<AYN>> | Active (Yes or No) | ||
| <<Phone>> | Phone | ||
| <<Email>> | |||
| <<WorkPhone>> | Work Phone | ||
| <<Cell>> | Cell | ||
| <<Fax>> | Fax | ||
| <<CurrentDate>> | Today's date | ||
| <<CurrentDateTime>> | Today's date w/ Time | ||
| <<DOB>> | Date of Birth (Date only) | ||
| <<DOA>> | Date of Admission (Date Only) | ||
| <<DOT>> | Date of Termination (Date Only) | ||
| <<PFX>> | Client Prefix | ||
| <<SFX>> | Client Suffix | ||
| <<Address1>> | Client Address 1 | ||
| <<Address2>> | Client Address 2 | ||
| <<Address3>> | Client Address 3 | ||
| <<City>> | City | ||
| <<St>> | State abbreviation | ||
| <<State>> | State Name | ||
| <<Zip>> | Zip | ||
| <<County>> | County | ||
Administration |
|||
| <<CreatedByFullName>> | Created By (Who created the client record) | ||
| <<CreatedDate>> | Created Date | ||
| <<EditedByFullName>> | Edited By (Who last Edited the client record) | ||
| <<EditedDate>> | Edited Date | ||
| <<DrFullName>> | Primary Doctor on Chart | ||
| <<PTFullName>> | Primary Therapist on Chart | ||
| <<QPFullName>> | QP or Secondary Clinician on Chart | ||
| <<Division>> | Default Division | ||
| <<LocName>> | Default Location | ||
| <<OrganizationName>> | Org assigned to Client's Default Location | ||
| <<CurrentUser>> | Print user's name | ||
Client Demographics |
|||
| <<Income>> | Income | ||
| <<AinHH>> | Adults in Household | ||
| <<CinHH>> | Children In Household | ||
| <<Gender>> | Client Gender | ||
| <<GenderIdentity>> | Gender Identity | ||
| <<Grade>> | Client Grade | ||
| <<SexualOrientation>> | Sexual Orientation | ||
| <<School>> | School | ||
| <<LocCode>> | Default Location Code | ||
| <<MaritalStatus>> | Marital Status | ||
| <<ReferralSource>> | Referral Source | ||
| <<Race>> | Race | ||
| <<Race2>> | Additional Race | ||
| <<Age>> | Age (current) | ||
| <<ResidenceType>> | Residence Type | ||
| <<EmpStatus>> | Employment Status | ||
| <<SmokingStatus>> | Smoking Status | ||
| <<Ethnicity>> | Ethnicity | ||
| <<Language>> | Language | ||
| <<LivingArrangement>> | Living Arrangement | ||
| <<Handicapped>> | Handicapped | ||
| <<TargetPop>> | Target Population | ||
| <<DoFC>> | Date of First Contact | ||
| <<EProf>> | Is English Proficient (1 or 0) | ||
| <<EProYN>> | Is English Proficient (Yes or No) | ||
| <<Preg>> | is Pregnant (1 or 0) | ||
| <<PregYN>> | is Pregnant (Yes or No) | ||
| <<Vet>> | is Veteran (1 or 0) | ||
| <<VetYN>> | is Veteran (Yes or No) | ||
| <<NumArr>> | Number of Arrests | ||
Contacts |
|||
| <<EmergencyContact>> | Emergency Contact | ||
| <<ECPhone>> | Emergency Contact Phone | ||
| <<ResponsibleParty>> | Responsible Party | ||
| <<RPPhone>> | Responsible Party Phone | ||
| <<LegalGuardian>> | Legal Guardian | ||
| <<LGPhone>> | Legal Guardian Phone | ||
| <<PreferredPhysician>> | Preferred Physician | ||
| <<PPPhone>> | Preferred Physician Phone | ||
| <<ReferringProvider>> | Referring Provider | ||
| <<RefPPhone>> | Referring Provider Phone | ||
| <<MessagingContact>> | Messaging Contact | ||
| <<MCPhone>> | Messaging Contact Phone | ||
| <<ContactMethod>> | Preferred Contact Method | ||
| <<SMTTC>> | Send Messages to this client (1 or 0) | ||
| <<SMTTCYN>> | Send Messages to this client (Yes or No) | ||
| <<PriDiagCode>> | Primary Diagnosis Code | ||
| <<PriDiagDesc>> | Primary Diagnosis Code and Description | ||
| <<Allergies>> | Allergies Notes (from Medical Tab) | ||
| <<MedNotes>> | Medication Notes (from Medical Tab) | ||
| <<Medlistinst>> | Active Medications with Instructions | ||
| <<MedList>> | Active Medications | ||
Insurance |
|||
| <<PriInsurance>> | Primary Insurance Company | ||
| <<PriNumber>> | Primary Subscriber Number (Individual Number) | ||
| <<PriGrpNumber>> | Primary Group Number | ||
| <<PriEffDate>> | Primary Effective Date | ||
| <<PriExpDate>> | Primary Expiration Date | ||
| <<PriDed>> | Primary Deductible | ||
| <<PriCoPay>> | Primary Co Pay | ||
| <<PriCoIns>> | Primary Co Insurance Percentage | ||
| <<PriNumVisit>> | Primary Number of Visits | ||
| <<PriNotes>> | Primary Insurance Notes (can be a large amount of text) | ||
| <<PriNameOfIns>> | Primary Name of Insured | ||
| <<PriInsPhone>> | Primary Insured Phone | ||
| <<PrinInsEmp>> | Primary Insured Employer | ||
| <<PriInsDOB>> | Primary Insured DOB | ||
| <<PriInsSSN>> | Primary Insured SSN | ||
| <<PriAA>> | Primary Accepts Assignment (1 or 0) | ||
| <<PriAAYN>> | Primary Accepts Assignment (Yes or No) | ||
| <<SecInsurance>> | Secondary Insurance Company | ||
| <<SecNumber>> | Secondary Subscriber Number (Individual Number) | ||
| <<SecGrpNumber>> | Secondary Group Number | ||
| <<SecEffDate>> | Secondary Effective Date | ||
| <<SecExpDate>> | Secondary Expiration Date | ||
| <<SecDed>> | Secondary Deductible | ||
| <<SecCoPay>> | Secondary Co Pay | ||
| <<SecCoIns>> | Secondary Co Insurance Percentage | ||
| <<SecNumVisit>> | Secondary Number of Visits | ||
| <<SecNotes>> | Secondary Insurance Notes (can be a large amount of text) | ||
| <<SecNameOfIns>> | Secondary Name of Insured | ||
| <<SecInsPhone>> | Secondary Insured Phone | ||
| <<SecnInsEmp>> | Secondary Insured Employer | ||
| <<SecInsDOB>> | Secondary Insured DOB | ||
| <<SecInsSSN>> | Secondary Insured SSN | ||
| <<SecAA>> | Secondary Accepts Assignment (1 or 0) | ||
| <<SecAAYN>> | Secondary Accepts Assignment (Yes or No) | ||
| <<TerInsurance>> | Tertiary Insurance Company | ||
| <<TerNumber>> | Tertiary Subscriber Number (Individual Number) | ||
| <<TerGrpNumber>> | Tertiary Group Number | ||
| <<TerEffDate>> | Tertiary Effective Date | ||
| <<TerExpDate>> | Tertiary Expiration Date | ||
| <<TerDed>> | Tertiary Deductible | ||
| <<TerCoPay>> | Tertiary Co Pay | ||
| <<TerCoIns>> | Tertiary Co Insurance Percentage | ||
| <<TerNumVisit>> | Tertiary Number of Visits | ||
| <<TerNotes>> | Tertiary Insurance Notes (can be a large amount of text) | ||
| <<TerNameOfIns>> | Tertiary Name of Insured | ||
| <<TerInsPhone>> | Tertiary Insured Phone | ||
| <<TernInsEmp>> | Tertiary Insured Employer | ||
| <<TerInsDOB>> | Tertiary Insured DOB | ||
| <<TerInsSSN>> | Tertiary Insured SSN | ||
| <<TerAA>> | Tertiary Accepts Assignment (1 or 0) | ||
| <<TerAAYN>> | Tertiary Accepts Assignment (Yes or No) | ||
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