Clients may provide MS Word templates which can have MergeFields added to automatically extract data from Fixus when generating the documents.
It is not obvious how to insert Merge Fields to a Word document without doing the MS Mail Merge silly-datasource-dance, but you can: Insert > Quick Parts > Field (select ‘MergeField’ from Field Names list) > type field name etc) or refer to the following link
| Field | Description |
| «CurrentDate» | The current date formatted as “dd MMMM yyyy” |
| «CurrentUserContactDetails» | The current user’s email address |
| «CurrentUserFullName» | The current user’s full name |
| «CurrentUserPositionTitle» | The current user’s position title |
| «RecipientName» | Contact Name of selected Recipient (may vary depending on recipient selected for template) |
| «RecipientOrganisation» | Org or Business Name of selected Recipient (if any) |
| «RecipientAddress» | Primary street address of selected Recipient (if any) |
| «RecipientSuburb» | Postal suburb of selected Recipient (if any) |
| «RecipientPostcode» | Postal Postcode of selected Recipient (if any) |
| «RecipientWorkPhone» | Work Phone number of selected Recipient (if any) |
| «RecipientFax» | Fax number of selected Recipient (if any) |
| «RecipientMobile» | Mobile Phone of selected Recipient (if any) |
| «RecipientEmail» | Email address of selected Recipient (if any) |
| «RecipientHomePhone» | Home Phone number of selected Recipient (if any) |
| «RecipientWebsite» | Website/URL of selected Recipient (if any) |
| «ClientFirstname» | First name (only) of Client (PII) |
| «ClientLastName» | Last name (only) of Client (PII) |
| «ClientFullName» | Client’s full name, combingin First Name and LastName (PII) |
| «ClientDateOfBirth» | Client’s Date of Birth in format dd/mm/yyyy? (PII) |
| «ClientDateOfBirthLong» | Client’s Date of Birth in format dd Mmm yyyy? (PII) |
| «ClientBirthday» | Client’s Date of Birth in format dd? (PII) |
| «ClientAge» | Client’s Age in years now, based on Date of Birth |
| «ClientGender» | Client’s Gender (Female / Male / Other) (PII) |
| «ClientHeShe» | Client’s Pronoun based on Gender (He / She) ?? |
| «ClientHisHer» | Client’s Pronoun based on Gender (His / Her) ?? |
| «ClientFullAddress» | Client’s Full Street or Postal Address, formatted as Address <newline>City/Town State Postcode) (PII) |
| «ClientContactDetails» | Client’s Contact information |
| «ClientPreferredContactHomePhone» | Client’s preferred home phone contact information |
| «ClientPreferredContactWorkPhone» | Client’s preferred work phone contact information |
| «ClientPreferredContactMobilePhone» | Client’s preferred mobile phone contact information |
| «ClientPreferredContactEmail» | Client’s preferred email contact information |
| «ClientPreferredContactFax» | Client’s preferred fax contact information |
| «AgencyName» | The name of the support team member’s agency |
| «AgencyAddress» | The address of the support team member’s agency |
| «AgencySuburb» | The suburb of the support team member’s agency |
| «AgencyPostcode» | The postcode of the support team member’s agency |
| «EpisodeId» | (Fixus Internal EpisodeId) |
| «ReferralId» | Episode/Case Referral ID field |
| «ReferrerName» | Contact name for the Person from the Referring Organisation for an Episode/Case |
| «ReferrerOrganisation» | Organisation Name of the Referring Organisation for an Episode/Case |
| «ReferrerFax» | Fax number of Referring Organisation for an Episode/Case |
| «ReferrerPhone» | Phone Number Referring Organisation for an Episode/Case |
| «ReferrerProviderNumber» | Referring Organisation Provider number for Episode/Case |
| «ProgramStream» | Episode/Case Program Stream Name |
| «ReferralOutcomeType» | The Outcome Type of the referral |
| «ReferralDate» | Date of Referral for an Episode/Case |
| «Diagnosis» | |
| «DisabilitiesList» | |
| «ServiceProvidersList» | |
| «CurrentServices» | |
| «ReferringIssues» | |
| «Hospitalised» | |
| «PrincipalServiceProviderName» | |
| «NdisMobilityImpact» | |
| «NdisCommunicationImpact» | |
| «NdisSelfCareImpact» | |
| «NdisSocialInteractionImpact» | |
| «NdisSelfManagementImpact» | |
| «NdisLearningImpact» | |
| «PrimaryContactFullName» | Full name of the first contact record found marked as primary (added 10.9.4) |
| «PrimaryContactPhone» | Phone for the first contact record found marked as primary (added 10.9.4) |
| «PrimaryContactEmail» | Email for the first contact record found marked as primary (added 10.9.4) |
After inserting the appropriate Merge fields, save the Document and load it…? Where?
Privacy Note: Several fields (especially any ‘Clientxxxx’ fields) are Client’s Personally identifiable information (PII) and should be treated carefully. These fields are marked with a ‘(PII)’