Available Merge Tags in Smart Notes

Defined Merge Tags

The following merge tags draw directly from fields on the patient profile (patient details or medical info tab). Often, they are self reported by patients on the medical info tab.

Merge Tag	Description, Data Type, and Key Info
age	Patient age (number, e.g., 42) Requires Patient Date of Birth on file
appointmentDate	Date of appointment (date, e.g., 2/24/2025) Only works when a note is triggered from within an appointment
author	Note Author (string) User logged in who creates the note
providerName	Provider of record on appointment Only works when a note is triggered from within an appointment
todayDate	Current Date
additionalAllergyInfo	Free text “Additional Allergy Info” input response from medical intake form / Medical Info Tab
additionalFamilyHistoryInfo	Free text “Additional Family History Info” input response from medical intake form / Medical Info Tab
additionalMedicalHistoryInfo	Free text “Additional Medical History Info” input response from medical intake form / Medical Info Tab
additionalSymptomInfo	Free text “Additional Symptom Info” input response from medical intake form / Medical Info Tab
alcoholConsumption	“How often do you consume alcohol” prebuilt question response (returns one option from list)
allergiesMedicine	Medication Allergies indicated on forms or medical info tab. Returns a comma delimited list of all selected allergies or NKDA
otherRelevantAllergies	Other Allergies indicated on forms or medical info tab. Returns a comma delimited list of all selected allergies or NKOA
anesthesiaComplications	Yes/No to previous anesthesia complications
cancerDetails	Free Text response to cancer details
cigaretteSmokingStatus	Former Smoker / Current Smoker / Non-Smoker
dob	Date of Birth
email	Patient Email
familyHistory	Family History indicated on forms or medical info tab. Returns a comma delimited list of all selected items or none
firstName	Patient First Name
gender	Patient Gender
height	Patient Height
historyOfColdSores	Yes / No based on patient’s response to history of cold sores prebuilt intake question
insuranceName	Insurance information from patient details tab
insurancePolicyHolderName	Insurance information from patient details tab
insurancePolicyNumber	Insurance information from patient details tab
InsurancePolicyGroupNumber	Insurance information from patient details tab
InsurancePolicyGroupName	Insurance information from patient details tab
lastMenstrualCycle	Last Menstrual Cycle from intake or medical info
lastName	Patient Last Name
medicalHistory	Medical History indicated on forms or medical info tab. Returns a comma delimited list of all selected items or none
medicationDosage	Medication List as reported by patient or tracked on medical info tab. Returns a table with rows for each medication and columns for Medication / Dosage / Frequency / Date last taken / Reason
isNursing	Yes / No to is nursing question
otherSmokingStatus	Yes / No to other nicotine usage beyond smoking
pastSurgeries	Table returning past surgeries (Surgery and Date)
phoneNumber	Patient Phone Number
planningPregnancy	Yes / No to is planning pregnancy
preferredPharmacy	String containing preferred pharmacy name
prefferedPharmacyPhoneNumber	String containing preferred pharmacy phone number
isPregnant	Yes / No to is pregnant
problematicAnesthesia	Yes / No to has had past complication with Anesthesia
race	Patient Race
recreationalDrugUse	Comma Delimited list of other recreational drug use
sex	Patient Sex
symptoms	Current Symptoms as indicated on forms or medical info tab. Returns a comma delimited list of all selected items or none
patientReferenceNumber	Unique Patient Reference Number
weight	Patient Weight

Flowsheet Merge Tags

Any parameter tracked via a flowsheet can have the first value or the most recent value recorded merged into the note.

Format:

First Value recorded (e.g., starting weight): {{FlowsheetName.Parameter.FirstValue}}

Most Recent Value recorded (e.g., last weigh in): {{FlowsheetName.Parameter.LastValue}}

Custom Form Question Merge Tags

Any user created question (non-prebuilt question) added to a form can also be piped into a note. The question must be named in the question name field on the form.

Format: