| Abbreviation | Description | Format | 
| Patient Data Fields | ||
| LName | Last Name | <<LName>> | 
| FName | First Name | <<FName>> | 
| MI | Middle Initial | <<MI>> | 
| Street | Street Address | <<Street>> | 
| Street2 | Street Address 2nd Line | <<Street2>> | 
| City | City | <<City>> | 
| State | State | <<State>> | 
| Zip | Zip Code | <<Zip>> | 
| HPhone | Home Phone Number | <<HPhone>> | 
| MPhone | Mobile Phone Number | <<MPhone>> | 
| WPhone | Work Phone Number | <<WPhone>> | 
| WExt | Work Phone Extension | <<WExt>> | 
| SS | Social Security Number | <<SS>> | 
| Chart | Chart Number | <<Chart>> | 
| Gender | Gender | <<Gender>> | 
| Status | Status | <<Status>> | 
| FamPos | Family Position | <<FamPos>> | 
| BirthDate | Birth Date | <<BirthDate>> | 
| PrefName | Preferred Name | <<PrefName>> | 
| FirstVisit | First Visit Date | <<FirstVisit>> | 
| LastVisit | Last Visit Date | <<LastVisit>> | 
| LastRef | Last Referral Date | <<LastRef>> | 
| Salutation | Salutation | <<Salutation>> | 
| Title | Formal Title (Mr./Mrs.) | <<Title>> | 
| OtherID | ID for Medicaid, etc. | <<OtherID>> | 
| Language | Language | <<Language>> | 
| 
 | ||
| Practice Data Fields | ||
| Practice_Name | Practice Name | <<Practice_Name>> | 
| Practice_Address | Street Address | <<Practice_Address>> | 
| Practice_Address2 | Street Address 2nd Line | <<Practice_Address2>> | 
| Practice_CitySTZip | City, State, Zip | <<Practice_CitySTZip>> | 
| Practice_Phone | Phone Number | <<Practice_Phone>> | 
| Practice_PhoneExt | Phone Extension | <<Practice_PhoneExt>> | 
| 
 | ||
| Billing Data Fields | ||
| Billing_Type | Billing Type | <<Billing_Type>> | 
| Aging_0 | Balance 30 Days or Less | <<Aging_0>> | 
| Aging_30 | Balance Over 30 Days | <<Aging_30>> | 
| Aging_60 | Balance Over 60 Days | <<Aging_60>> | 
| Aging_90 | Balance Over 90 Days | <<Aging_90>> | 
| Balance | Account Balance | <<Balance>> | 
| LastPayDate | Last Payment Date | <<LastPayDate>> | 
| LastPayAmt | Last Payment Amount | <<LastPayAmt>> | 
| Guar_LName | Guarantor's Last Name | <<Guar_LName>> | 
| Guar_FName | Guarantor's First Name | <<Guar_FName>> | 
| 
 | ||
| Insurance Data Fields | ||
| PIns_Name | Primary Dental Insurance Name | <<PIns_Name>> | 
| PIns_RemBenf | Primary Dental Insurance Remaining Benefit | <<PIns_RemBenf>> | 
| PrSubID | Primary Dental Insurance Subscriber ID | <<PrSubID>> | 
| SIns_Name | Secondary Dental Insurance Name | <<SIns_Name>> | 
| SIns_RemBenf | Secondary Dental Insurance Remaining Benefit | <<SIns_RemBenf>> | 
| SecSubID | Secondary Dental Insurance Subscriber ID | <<SecSubID>> | 
| 
 | ||
| Employer Data fields | ||
| Emp_Name | Employer Name | <<Emp_Name>> | 
| Emp_Add1 | Street Address | <<Emp_Add1>> | 
| Emp_Street2 | Street Address 2nd Line | <<Emp_Street2>> | 
| Emp_Add2 | City, State, Zip | <<Emp_Add2>> | 
| Emp_Phone | Phone Number | <<Emp_Phone>> | 
| 
 | ||
| Referred By Data Fields | ||
| RefBy_Name | Referred By Last Name / Description | <<RefBy_Name>> | 
| RefBy_FName | Referred By First Name | <<RefBy_FName>> | 
| RefBy_MI | Referred By Middle Initial | <<RefBy_MI>> | 
| RefBy_Title | Referred By Title | <<RefBy_Title>> | 
| RefBy_Salutation | Referred By Salutation | <<RefBy_Salutation>> | 
| RefBy_Add1 | Referred By Street Address | <<RefBy_Add1>> | 
| RefBy_Street2 | Referred By Street Address 2nd Line | <<RefBy_Street2>> | 
| RefBy_Add2 | Referred By City, State, Zip | <<RefBy_Add2>> | 
| RefBy_Phone | Referred By Phone Number | <<RefBy_Phone>> | 
| 
 | ||
| Referred To Data Fields | ||
| RefTo_Name | Referred To Last Name / Description | <<RefTo_Name>> | 
| RefTo_FName | Referred To First Name | <<RefTo_FName>> | 
| RefTo_MI | Referred To Middle Initial | <<RefTo_MI>> | 
| RefTo_Title | Referred To Title | <<RefTo_Title>> | 
| RefTo_Salutation | Referred To Salutation | <<RefTo_Salutation>> | 
| RefTo_Add1 | Referred To Street Address | <<RefTo_Add1>> | 
| RefTo_Street2 | Referred To Street Address 2nd Line | <<RefTo_Street2>> | 
| RefTo_Add2 | Referred To City, State, Zip | <<RefTo_Add2>> | 
| RefTo_Phone | Referred To Phone Number | <<RefTo_Phone>> | 
| RefTo_Date | Date Referral Made | <<RefTo_Date>> | 
| 
 | ||
| Payment Plan Data Fields | ||
| PP_Total | Future Due Payment Plan Total | <<PP_Total>> | 
| PP_Balance | Future Due Payment Plan Balance | <<PP_Balance>> | 
| PP_Payment | Future Due Payment Plan Agreed Payment | <<PP_Payment>> | 
| PP_Payment_Date | Future Due Payment Due Date | <<PP_Payment_Date>> | 
| 
 | ||
| Provider Data Fields | ||
| Prov_Name | Primary Provider Name | <<Prov_Name>> | 
| Prov_Title | Primary Provider Title | <<Prov_Title>> | 
| 
 | ||
| Appointment Data Fields | ||
| Appt_Date | Appointment Date | <<Appt_Date>> | 
| Appt_Time | Appointment Time | <<Appt_Time>> | 
| Appt_Reason | Appointment Reason | <<Appt_Reason>> | 
| Appt_Name | Appointment Name | <<Appt_Name>> | 
| Appt_Provider | Appointment Provider Name | <<Appt_Provider>> | 
| Appt_Prov_ID | Appointment Provider ID | <<Appt_Prov_ID>> | 
| Appt_Phone | Appointment Phone Number | <<Appt_Phone>> | 
| Appt_Add1 | Appointment Street Address | <<Appt_Add1>> | 
| Appt_Street2 | Appointment Street Address 2nd Line | <<Appt_Street2>> | 
| Appt_Add2 | Appointment City, State, ZIP | <<Appt_Add2>> | 
| 
 | ||
| Continuing Care Data Fields | ||
| CC_DueDate | Continuing Care Due Date | <<CC_DueDate>> | 
| CC_TypeName | Continuing Care Type Name | <<CC_TypeName>> | 
| CC_TypeDesc | Continuing Care Type Description | <<CC_TypeDesc>> | 
| CC_Note | Continuing Care Note | <<CC_Note>> | 
| CC_PriorWorkDate | Continuing Care Prior Treatment Date | <<CC_PriorWorkDate>> | 
| CC_ApptDate | Continuing Care Appointment Date | <<CC_ApptDate>> | 
| CC_ApptTime | Continuing Care Appointment Time | <<CC_ApptTime>> | 
| CC_ApptReason | Continuing Care Appointment Reason | <<CC_ApptReason>> | 
| CC_ApptProv | Continuing Care Appointment Provider | <<CC_ApptProv>> | 
| 
 | ||
| Date of Service Data Fields | ||
| ProcDate | Procedure Date* | <<ProcDate>> | 
| Charge | Charge* | <<Charge>> | 
| InsPmts | Insurance Payments* | <<InsPmts>> | 
| * Procedure Date, Charge, and Insurance Payments are linked together as a group, so all three must be selected if any one of these data elements is needed. | ||