Merge Fields automatically inserts client and patient specific information into documents and email templates.
Certain Merge Fields can only work in specific areas of Pulse:
Universal Merge Fields
Practice Name: "%practicename%"
"ABC Hospital"
Practice Address: "%practiceaddress%"
"123 Test Street
Mobile, AL 48895
United States"
**For the Medical Record template, %practiceaddress% will include the practice name first and practice phone last:
"ABC Practice
123 Test Street
Mobile, AL 48895
United States
888-555-5555"
Practice Ship Address: "%practiceshipaddress%"
Practice BillTo Address: "%practicebilladdress%"
Practice Phone: "%practicephone%"
"(800) 426-9119 "
Practice Fax: "%practicefax%"
"(800) 426-9128"
Practice Email: "%practiceemail%"
"info@abctesthospital.com" (Hyperlinked in emails, SMS and digital PDFs)
Practice Website: "%practicewebsite%"
"http://www.abctesthospital.com" (Hyperlinked in emails, SMS and digital PDFs)
Practice Facebook: "%practicefacebook%"
"http://www.facebook.com/abctesthospital2024" (Hyperlinked in emails, SMS and digital PDFs)
Client ID: "%clientid%"
"123"
Client Title: "%clienttitle%"
"Mrs."
Client First Name: "%clientfirstname%"
"Jane"
Client Last Name: "%clientlastname%"
"Smith"
Client Name: "%clientname%"
"Jane Smith"
Client Company Name: "%companyname%"
"Covetrus North America"
Client Email: "%clientemail%"
"jane@testemail.com"
Client Username (For Client Portal): "%clientusername%"
"jsmith"
Client Address: "%clientaddress%"
"125 Test St.
Mobile, AL 48857"
Client Phone: "%clientphone%"
"(213) 456-7895"
Client Referring Veterinary Clinic *: "%clinicreferral%"
"DEF Veterinary Clinic"
Client Second Owner First Name *: "%secondownerfirst%"
"John"
Client Second Owner Last Name *: "%secondownerlast%"
"Smith"
Client Second Owner Email *: "%secondowneremail%"
"john@testemail.com"
Patient ID: "%patientid%"
"123A"
Patient Name *: "%patientname%"
"Bella"
Patient Breed *: "%patientbreed%"
"Chihuahua/Maltese (Mixed)"
Patient Species *: "%patientspecies%"
"Canine"
Patient Age *: "%patientage%"
"2 years"
Patient DOB *: "%patientdob%"
"1/30/2022"
Patient Sex *: "%patientsex%"
"FS"
Patient Sex Possessive Uppercase (His/Her) *: "%patientsexadj%"
Her
Patient Sex Possessive Lowercase (his/her) *: "%patientsexadjl%"
her
Patient Sex Object Pronoun Uppercase (He/She) *: "%patientsexpro%"
She
Patient Sex Object Pronoun Lowercase (he/she) *: "%patientsexprol%"
she
Patient Sex Subject Pronoun Uppercase (Him/Her) *: "%patientsexobjpro%"
Her
Patient Sex Subject Pronoun Lowercase (him/her) *: "%patientsexobjprol%"
her
Patient Weight *: "%patientweight%"
"15 LBS"
Patient Color *: "%patientcolor%"
"White"
Patient Tattoo *: "%patienttattoo%"
"Spay"
Patient Markings *: "%patientmarkings%"
"Black Ear"
Patient Rabies Tag *: "%patienttag%"
"C1234"
Patient Microchip *: "%patientmicrochip%"
"123456789"
Patient Photo *: "%patientphoto%"
Patient Future Appointments *: "%patientappts%"
Patient Highlights *: "%patienthighlights%"
Patient Reminders *: "%patientreminders%"
Patient Expired Reminders *: "%patientexpreminders%"
Patient Monitoring *: "%patientmonitoring%"
Patient Core Vaccines *: "%patientcorevaccines%"
Patient Recent Treatments *: "%patientrecenttreatments%"
Patient Health Report Card (Patient Highlights)*: "%patienthighlights%"
Patient Whiteboard Items *: "%patientwhiteboard%"
Patient Medications *: "%patientmedications%"
Patient Medications with Instructions*: "%patientmedicationsinstructions%"
Patient Age & Weight *: "%patientageweight%"
Patient Active Wellness Plan *: "%wellnessplan%"
Patient Active Wellness Plan w/details *: "%wellnessplandetails%"
Patient Alerts *: "%patientalerts%"
Patient Master Problems *: "%patientmpl%"
Patient Diagnoses (last 10) *: "%patientdiagnoses%"
Current Date *: "%MMMM_dd_yyyy%"
"Tuesday, January 30, 2024"
Current Time *: "%hh:mm_tt%"
"2:11 PM"
Page Break: "%pagebreak%"
Active Provider *: "%activeprovider%"
"Jim C, D.V.M."
Active Provider License *: "%ap_license%"
"JC0214568"
Active Provider Signature *: "%activeprovider_signature%"
-Not Specified- / Patient Type Document Type Merge Fields
Client Signature *: "%clientsignature%"
Estimate Document Type Merge Fields
Estimate *: "%estimate%"
Declined Items: %estimatedeclineditems%
Client Signature *: "%clientsignature%"
Nightly Tasks (Reminder Templates) Document Type Merge Fields
Appointment Date *: "%visitdate%"
Reminder Description *: "%reminderdesc%"
Reminder Description without Date *: "%reminderdescwithoutdate%"
Rabies Certificate Document Type Merge Fields
Rabies Cert - Patient Photo *: "%rabies_patient_photo%"
Rabies Cert - Tag *: "%patienttag%"
Rabies Cert - Microchip *: "%patientmicrochip%"
Rabies Cert - Vaccine Name *: "%rabies_vacc_name%"
Rabies Cert - Date Vaccinated *: "%rabies_date_vaccinated%"
Rabies Cert - Next Vacc. Due By *: "%rabies_next_due%"
Rabies Cert - Manufacturer *: "%rabies_manufacturer%"
Rabies Cert - Serial Number *: "%rabies_serial_num%"
Rabies Cert - Vaccine Expiration *: "%rabies_vacc_exp%"
Rabies Cert - Vaccine Type *: "%rabies_vacc_type%"
Rabies Cert - Dosage Type *: "%rabies_dosage_type%"
Rabies Cert - DVM Name *: "%rabies_dvm%"
Rabies Cert - DVM State License Number *: "%dvm_state_license%"
Rabies Cert - DVM National License Number *: "%dvm_national_license%"
Rabies Cert - DVM Signature *: "%rabies_dvm_signature%"
Rabies Cert - USDA License Period *: "%rabies_usda_license%"
Rabies Cert - USDA License Expiration Date *: "%rabies_usda_license_exp%"
Rabies Cert - Tag Issue Period *: "%tag_issue_period%"
Rabies Cert - Tag Issue Date *: "%tag_issue_date%"
Rabies Cert - Next Tag Issue Date *: "%next_tag_issue_date%"
Rabies Cert - Animal Control License *: "%rabies_aclicense%"
Rabies Cert - Weight *: "%rabies_weight%"
Medical Records Document Type Merge Fields
Patient Weight History*."%patientweighthistory%"
Generated Date : "%generateddate%"
Medical Records : %medicalrecords%
Patient Report (Check-In Report) Document Type Merge Fields
Appointment Date *: "%visitdate%"
Appointment Date (no time) *: "%visitdateonly%"
Appointment Description *: "%visitdesc%"
Appointment Description (Include Extra) *: "%visitdesc_includeextra%" -extra includes: Medications, Feeding Instructions, and Equipment within Appointment.
Appointment Provider *: "%visitprovider%"
Appointment Type *: "%visittype%"
Current Date *: "%MMMM_dd_yyyy%"
Current Time *: "%hh:mm_tt%"
Patient Health Report Card Document Type Merge Fields
Patient Health Report Card (Patient Highlights)*: "%patienthighlights%"
Patient Health Report Card (Vital Signs) *: "%vitalsigns%"
Patient Health Report Card (Summary) *: "%examsummary%"
Patient Health Report Card (Exam Answers) *: "%examanswers%"
Patient Health Report Card Date *: "%examdate%"
Patient Health Report Card Date and Time *: "%examdatetime%"
Exam Summary *: "%exam%"
Exam Answers *: "%examanswers%"
Exam Summary + Answers *: "%examsa%"
Exam Provider *: "%examdr%"
Account Balance / Invoice Document Type Merge Fields
Invoice *: "%invoice%"
Invoice Declined Treatment Items: "%invoicedeclinedtreatmentitems%"
Payment History/Receipt Document Type Merge Fields
Payment History *: "%paymenthistory%"
Invoice Declined Treatment Items: "%invoicedeclinedtreatmentitems%"
Account Summary Document Type Merge Fields
Account Summary*: "%accountsummary%
Covetrus Prescription Integration
Note: If you are not using the Covetrus Prescription Integration, the Online Activity merge fields will not appear in the merge fields list.
If the Online Activity merge fields were added to a template when the integration was enabled, but then the integration is disabled, the merge fields will be ignored and not printed.
Online Activity – Prescriptions: %storefrontactivityrx%
Online Activity – Other Purchases: %storefrontactivityotc%
Legacy Wellness Plan merge fields will only function within the "WellnessPlan Renewal" document template
Name of renewal plan: %next_wellnessplan_name%
Total price of renewal plan: %next_wellnessplan_price%
Start date of renewal plan: %next_wellnessplan_startdate%
Number of months in the duration of the renewal plan: %next_wellnessplan_months%
Next wellness plan payment: %next_wellnessplan_payment%
VCP Care Plans
Patient Active VCP Care Plan *: "%careplan%" - will display basic care plan data for all client patients with the care plans.
Patient Active VCP Care Plan w/details *: "%careplandetails%" - will display care plan and care plan item details for all clients/patients with care plans.