How to Code the Records Description and Merge Fields into Your Attachment or Records Description

The records description used in our subpoena and attachment is setup in our Maintain standard phrases screen:

You can setup standard phrases for types of records and also for customers who want specific wording. Just click Add to begin setting up a new phrase.

We include a sample Patient Date Range Sample in our standard database setup so you can check out our standard coding:

The Title is what appears on the drop down in the subpoena tab of the work order:

The phrase is loaded into the phrase, the attachment into the attachment section.

If your customer has specific wording in a complex document, you can attach a special pdf document to the phrase and have it merge into the order.

You will have to contact Tristar and we will have to build a special model to control printing your special pdf documents in your package.

Please note; In the phrase and attachment we include special merge fields. They help reduce your labor in setting up an order by merging in the information from the order into your subpoena phrase as specified:

<(Patient.name)> - The name of the patient

<(Patientfac.Copydates)> - The date range, from date to present or all dates wording describing the dates required for this facility. This is not the code to pull the record dates from the patient. That is a different command.

 <(patient.DOB,1)> - Patient's date of birth

<(patient.ID)> - Patient's ssn #.

We support other merge fields which can be found in the photocopy manual. 

You can cut and paste in the phrase and attachment fields to pull the coding from the sample we provide. Then type in the other words as needed.

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