The following information outlines the patient data that can be transferred between practices in the event of a practice location merge.
Patient Data via PDF and Image Files
- Past Patient Encounters: These are imported as PDF files/documents for each patient. The files will be imported to Documents/Images within the patient's file for easy future reference.
- Documents and Images: All files from Documents/Images are transferred over in their original format.
- Orders and invoices: These are imported as PDF files/documents for each patient. The files will be imported to Documents/Images within the patient's file for easy future reference.
Patient Data Fields
| Patient Demographics | Appointments (past and future) |
Last Exam |
| Salutation | Type | Last Exam Date |
| First Name | Provider | Last Exam Type |
| Middle Name | Location | Insurance |
| Last Name | Note/Comment | Company name |
| Suffix | Appointment ID | Policy # |
| Nickname | Patient ID | Group # |
| DOB | Start Date and time | Plan Name |
| Gender | End Date and time | Policy Holder Relationship |
| Appointment Status | Policy Holder Person ID | |
| SSN | Employee | Policy Holder First Name |
| Marital Status | Role | Policy Holder Last Name |
| Address 1 | Summary | Policy Holder DOB |
| Address 2 | Create date | Policy Holder Address |
| City | Create by | Policy Holder Home Phone |
| State | Updated date | Policy Holder Gender |
| Zip | Updated by | CL Rx |
| Home phone | Confirmation Status | All fields |
| Work phone | Confirmation date | Notes |
| Cell phone | Insurance validity | |
| Other phone | Insurance comment | |
| Pager | Insurance Verification date | |
| Fax | Insurance Verified by | |
| General Note | Recalls | |
| Primary Provider | Date | |
| Primary Location | Type | |
| Patient ID | Comment | |
| External patient ID | Patient ID | |
| Person ID | Recall status | |
| Create date | Last Communication Date | |
| Patient Status (act/inact/dec) | Number of Communications | |
| Patient Type (new/established) | Related appointment ID | |
| Start Date | Created date | |
| Professional Credentials | Updated date | |
| Date of death | Diagnoses | |
| Preferred phone | ICD10 | |
| Race | Dx Date | |
| Ethnicity | Spec Rx | |
| Primary language | Sphere | |
| Religion | Cylinder | |
| Employer | Axis | |
| Position | Add | |
| Employment status | Vertical Prism | |
| Employer Address 1 | Vertical Prism Orientation | |
| Employer Address 2 | Rx Date | |
| Employer City | Patient ID | |
| Employer State | Balanced | |
| Employer Zip | Near Add | |
| Guarantor | Intermediate Add | |
| Distance PD | ||
| Near PD | ||
| Exp Date |