Create Mapped Placeholders

IntakeQ/PracticeQ allows you to manually create placeholders for use in forms and notes.

IMPORTANT: We do not support placeholders in email communication, as they are not HIPAA-compliant.

Rules for Creating a Placeholder

  1. Capitalize only the first letter of each word. Example: [ClientName].
  2. Keep all other letters in lowercase.
  3. Do not use spaces; instead, start each new word with an uppercase letter.
  4. Ignore special characters.

Available Placeholders

  • The placeholders below are available on all forms.
  • If you have created custom fields in your client profile settings, you can use them as placeholders as well! Just follow the rules above. 

    • NOTE: When creating a placeholder for a custom field, copy the exact spelling and capitalization you used when adding the field in your Profile Settings. This may mean you will have to ignore Rules 1 and 2. (For example, if the custom field is entered as Favorite color, the mapped placeholder would need to be [Favoritecolor].)

[ClientFirstName] 
[ClientLastName] 
[ClientName] 
[DateOfBirth] 
[AdditionalInformation] 
[Address] 
[AddressFormatted] 
[StreetAddress] 
[City] 
[State] 
[StateShort] 
[Country] 
[UnitNumber] 
[PostalCode] 
[Email] 
[Phone] 
[Gender] 
[HomePhone] 
[WorkPhone] 
[MaritalStatus] 
[PrimaryInsuranceCompany] 
[PrimaryInsurancePayerId] 
[PrimaryInsurancePlan] 
[PrimaryInsurancePolicyNumber] 
[PrimaryInsuranceHolderName] 
[PrimaryInsuranceGroupNumber] 
[PrimaryInsuranceHolderDateOfBirth] 
[EhrId]