Patient Data holds all patient information under a customer's account. All of the fields under this category correspond directly with fields found under the Patient section of the application.
| Name | Description |
| Account Number | The account number of the patient as seen in the "Account#" field. |
| Facility ID | The unique identifier of the Facility associated with the patient. |
| Office ID | The unique identifier of the Office associated with the patient. |
| Practice ID | The unique identifier of the Practice associated with the patient. |
| Provider ID | The unique identifier of the Provider associated with the patient. |
| Referring Provider ID | The unique identifier of the Referring Provider associated with the patient. |
| Account Type | Displays the chosen option in the "Account Type" comb box. |
| Address Line 1 | Associated with the first "Address" field. |
| Address Line 2 | Associated with the second "Address" field. |
| Birth Month | Displays the full month name that the patient was born in. For example, if a patient was born on 10/23/1990, this field would display "October". |
| Birthday Today? | Displays "Yes" if today is the patient's birthday. That is, the current date's day and month must match the day and month in which the patient was born. If not, this field will display "No". |
| Cell Phone | Associated with the "Cell#" field. |
| City | Associated with the "City" field. |
| Collect Reason | Displays the collection reason associated with this patient account. |
| Driver's License | Associated with the "Driver's Lisc." field. |
| Associated with the "Email" field. | |
| Employed Status | Displays the chosen option in the "Employed Status" selection field (under Defaults). |
| Ethnicity | Displays the chosen option in the "Ethnicity" selection field (under Defaults). |
| First Name | Associated with the "First" field. |
| Full Name | Displays the patient's full name in the following format: [Last Name], [First Name] [Middle Initial]. If for some reason there is no last name or first name on record for the patient, no comma will be displayed. Example: Smith, John Q |
| Full Name w/ID | Displays the patient's full name followed by their account number in the following format: [Last Name], [First Name] [Middle Initial] ([Account Number]) Example: Smith, John Q (12345678) |
| Gender | Displays the chosen option in the "Sex" selection field. |
| Has Referring? | Displays "Yes" if there is a Referring Provider associated with this patient. Otherwise, this field will display "No". |
| Home Phone | Associated with the "Home#" field. |
| Inactive? | Displays "Yes" if the "Inactive" option is selected. Otherwise, this field will display "No". |
| Incomplete? | Displays "Yes" if the "Complete" field is marked as "No". Otherwise, this field will display "No". |
| Infoline | Associated with the "Info" field. |
| Language | Displays the selection option in the "Language" field (under Defaults). |
| Last Name | Associated with the "Last Name" field. |
| Martial Status | Displays the chosen option in the "Marital Status" selection field (under Defaults). |
| Middle Initial | Associated with the "MI" field. |
| Prefix | Associated with the "Acct Prefix" field. Note: To see this field in the patient section you must have the "Show Prefix field in Patient Screen" option selected under defaults. |
| Print FDN? | Associated with the "Include in batch for Final Demand Notification" checkbox. Displays "Yes" if the option is selected. Otherwise, this field will display "No". |
| Race | Displays the chosen option in the "Race" selection field (under Defaults). |
| Reference # | Associated with the "Reference #" field. Note: To see this field in the patient section you must have the "Show reference#" field option selected under defaults. |
| Residence Type | Displays the chosen option in the "Residence Type" field (under Defaults). |
| SSN | Associated with the "SS#" field. |
| State | Associated with the "State" field. |
| Statue Status | Displays the chosen option in the "Student Status" selection field (under Defaults). |
| Suffix | Associated with the "Suffix" field. |
| Work Extension | Associated with the "Ext" field. |
| Work Phone | Associated with the "Work#" field. |
| Zip Code | Associated with the "Zipcode" field. |
| Added Date | Displays the date on which the patient was added to the system. |
| Appointment | Associated with the "Patient Appt" field. |
| Birthday | Associated with the "Birthdate" field. |
| Is it at collections? | Displays "Yes" if the charge is at collections. |
| Collections Date | Displays the date on which the patient's account went to collections. |
| Followup | Associated with the "Patient Followup" field. |
| Last Appt Date | Displays the most recent date on which the patient an appointment in the system. |
| Last Insurance Payment | Associated with the "Last Ins Payment" field. |
| Last Patient Payment | Associated with the "Last Pat Payment" field. |
| Last Visit | Associated with the "Last Visit" field. |
| Recall | Associated with the "Patient Recall" field. |
| Age | Displays the patient's current age. |
| Days Since Last Seen | Displays the number of days that have passed since this patient's Last Visit date. |
| Statements Printed | Associated with the "Statements Mailed # Times" field. |
| Last Collections DOS | Displays the date of service for the most recent charge assigned to collections. |
| Collection Amount | Displays the total amount of charges associated with this patient that are set to the charge status "Collections". |
| FamilyBalance | Displays the family's balance. This is associated with the value in the "Family Balance' field. |
| Family Insurance Balance | Displays the family's insurance balance. This is associated with the value in the "Family Insurance Balance" field. |
| Family Patient Balance | Displays the Family patient's balance. This is associated with the value in the "Due Patient' fields. |
| Insurance Balance | Displays the patient's insurance balance. This is associated with the value in the "Ins" field. |
| Insurance Credits | Displays the total amount of insurance credit associated with this patient. |
| Patient Balance | Displays the patient's balance. This is associated with the value in the "Due Patient' field. |
| Patient Credits | Displays the total amount of patient account credit associated with this patient. |
| Total Balance | Displays the patient's total balance (Patient + Insurance). |
| Total Credits | Displays the total amount of account credits (Patient and Insurance) associated with this patient. |