Fax Cover Placeholders Explained

PracticeQ allows you to create customized fax covers that pull in your information through placeholders. Learn how to add placeholders and what each one does.

Insert Placeholders

Go to More → Fax.
Select the Fax Covers tab.
Click + Add Fax Cover.
Enter a Name for the Fax Cover.
Type your Fax Cover content in the text editor. When you are ready to insert a placeholder, click the Add Field tool from the toolbar.
Each placeholder you select will insert where your cursor is placed.

Placeholder Behavior

Below is what each placeholder in the list will pull into your Fax Cover.

Field Name	Placeholder Display Name	Information that will pull
Client Name	[ClientName]	Client's full name
Client First Name	[ClientFirstName]	Client's first name
Client DOB	[DateOfBirth]	Date of birth, short date This format will follow your Culture setting under More → Account (For example, it will display MM/DD/YYYY for US practices)
Client Address	[AddressFormatted]	Formatted full address
Client Gender	[Gender]	Entry in client's Gender field. To use Sex instead, use [Sex]
Practitioner Name	[PractitionerName]	Practitioner's full name (the name of the practitioner who owns the document being faxed) ***See note below
Document Name	[DocumentName]	Name of the first document contained in the fax
Client Insurance Payer	[PrimaryInsuranceCompany]	Entry in Insurance Company Name field under Primary Insurance heading

Below are placeholders that you can manually add to your Fax Cover.

Placeholder Display Name	Information that will pull
[ClientPhone]	Entry in client's Mobile Phone field. This will pull blank if the client has only a Home or Work number entered
[PrimaryInsuranceHolderName]	Entry in Name field under Policyholder Information header
[PrimaryInsurancePolicyNumber]	Entry in Member ID/Policy# field under the Primary Insurance heading
[PrimaryInsuranceGroupNumber]	Entry in Group Number field, under the Primary Insurance heading
[PrimaryInsuranceHolderDateOfBirth]	Entry in Date of Birth field, under the Policyholder Information heading
[PractitionerEmail]	Practitioner's email (the account email for the practitioner who owns the document being faxed) ***See note below
[PractitionerPhoneNumber]	Practitioner's phone number (the practitioner who owns the document being faxed) This is what is entered in More → Account in the Clinical tab. ***See note below
[ReferringProvider]	This will pull the Referring Provider selected from the dropdown in the client profile. If a client has a manually entered Referring Provider, or the field is blank in their client profile, the placeholder [ReferringProvider] will display.
[ReferringProviderEmail]	This will pull the email for the Referring Provider selected from the dropdown in the client profile. See limitations above.

Note: When bulk faxing documents, the [PractitionerName], [PractitionerEmail], and [PractitionerPhoneNumber] placeholders will populate account-level information rather than the details of the practitioner who owns the documents.