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All CollectionsIINSIGHT Office AddonVariable Lists
Glossary of Database Variables for the iinsight Office Addon
Glossary of Database Variables for the iinsight Office Addon
Updated over 12 months ago

These variables can be found in the iinsight office addon for quick insertion of variables into documents.

Note: The ‘Full Name’ variable will include the <Title> <Firstname> <Lastname> (beware not to include duplicate titles)

iinsight add-on field

Variable Code

Description

ELECTRONIC SIGNATURE

%%ASSIGNEDTOSIGNATURE%%

The signature of the team member to whom the case is currently assigned.

ACCEPTANCE DATE

%%ACCEPTANCEDATE%%

The date on which the clients referral was accepted.

ADDITIONAL REFERRAL PARTICULARS

%%ADDITIONALREFERRALPARTICULARS%%

The additional referral particulars associated with the case, if any.

ADDRESS

%%ADDRESS%%

The postal address of the client.

ASSIGNED TO

%%ASSIGNEDTO%%

The team member to whom the case is currently assigned.

ASSIGNED TO EMAIL

%%ASSIGNEDTOEMAIL%%

The contact emailaddress of the team member to whom the case is currently assigned.

ASSIGNED TO PHONE

%%ASSIGNEDTOPHONE%%

The contact phone number of the team member to whom the case is currently assigned.

ASSIGNED TO MOBILE

%%ASSIGNEDTOMOBILE%%

The mobile number of the team member to whom the case is currently assigned.

ASSIGNED TO QUAL

%%ASSIGNEDTOQUAL%%

The qualifications of the team member to whom the case is currently assigned.

ASSIGNED TO JOB TITLE

%%ASSIGNEDTOJOBTITLE%%

The job title of the team member to whom the case is currently assigned.

ASSIGNED TO TITLE

%%ASSIGNEDTOTITLE%%

The title of the team member to whom the case is currently assigned.

BILL TO ADDRESS

%%BILLTOADDRESS%%

The postal address of the contact within the company to which billing is to be processed.

BILL TO COMPANY NAME

%%BILLTOCOMPANYNAME%%

The name of the company to which billing is to be processed.

BILL TO EMAIL

%%BILLTOEMAIL%%

The contact emailaddress of the contact within the company to which billing is to be processed.

BILL TO FAX

%%BILLTOFAX%%

The contact faxnumber of the contact within the company to which billing is to be processed.

BILL TO FIRST NAME

%%BILLTOFIRSTNAME%%

The first name of the contact within the company to which billing is to be processed.

BILL TO FULL NAME

%%BILLTOFULLNAME%%

The full name of the contact within the company to which billing is to be processed. (note: this will include the title, mr/mrs/dr/etc)

BILL TO LAST NAME

%%BILLTOLASTNAME%%

The last name of the contact within the company to which billing is to be processed.

BILL TO MOBILE

%%BILLTOMOBILE%%

The contact mobilephone number of the contact within the company to which billing is to be processed.

BILL TO NOTES

%%BILLTONOTES%%

The contact notes stored regarding the contact within the company to which billing is to be processed.

BILL TO PHONE 1

%%BILLTOPHONE1%%

The primary contact phone number of the contact within the company to which billing is to be processed.

BILL TO PHONE 2

%%BILLTOPHONE2%%

The secondary contact phone number of the contact within the company to which billing is to be processed.

BILL TO POSITION

%%BILLTOPOSITION%%

The organisationalposition of the contact the company to which billing is to be processed.

BILL TO POSTCODE

%%BILLTOPOSTCODE%%

The postcode of the contact within the company to which billing is to be processed.

BILL TO STATE

%%BILLTOSTATE%%

The state of the contact within the company to which billing is to be processed.

BILL TO SUBURB

%%BILLTOSUBURB%%

The suburb of the contact within the company to which billing is to be processed.

BILL TO TITLE

%%BILLTOTITLE%%

The title of the contact within the company to which billing is to be processed.

BILLER CODE

%%BILLERCODE%%

The biller codeassociated with the case.

CASE COMPLETED

%%CASECOMPLETED%%

Whether or not the case has been completed.

CASE NUMBER

%%CASENUMBER%%

The case number of the case.

CASE STATUS

%%STATUS%%

The current status of the case.

CAUSE

%%CAUSE%%

The case of the injury or condition from which the client is suffering.

CC LIST

%%CCLIST%%

CC List

CLAIM NUMBER

%%CLAIMNO%%

The claim number of the case.

CLIENT COMPANY

%%CLIENTCOMPANY%%

The company with which the client is associated.

CLIENT CURRENT STATUS

%%EMPLOYMENTSTATUS%%

The currentemployment status of the client.

COMPANY NAME

%%COMPANYNAME%%

Company Name

CONDITION DATE

%%CONDITIONDATE%%

The date on which the injury or condition from which the client is suffering occured.

CONSULTANT PROVIDER NUMBER

%%CONSULTANTPROVIDERNUMBER%%

Consultant Provider Number.

CONTACT ADDRESS, ADDITIONAL CORRESPONDENCE

%%CONTACTADDRESS,ADDITIONAL CORRES%%

The address of the contact for which the service has been defined as 'Additional Correspondence'.

CONTACT ADDRESS, EMPLOYER

%%CONTACTADDRESS,EMPLOYER%%

The postal address of the contact within the company with which the client is currently employed.

CONTACT ADDRESS, HOST EMPLOYER

%%CONTACTADDRESS,HOST EMPLOYER%%

The address of the contact for which the service has been defined as 'Host Employer'.

CONTACT ADDRESS, SERVICE PROVIDER

%%CONTACTADDRESS,SERVICEPROVIDER%%

The address of the contact for which the service has been defined as 'Service Provider'.

CONTACT COMPANY NAME FOR ADDITIONAL CORRESPONDENCE

%%CONTACTCOMPANYNAME,ADDITIONAL CORRES%%

The name of the company with which the contact for which the service has been defined as 'Additional Correspondence' is associated.

CONTACT ADDRESS, TREATING DOCTOR

%%CONTACTADDRESS,TREATING DOCTOR%%

The postal address of the contact serving as the treating doctor.

TREATING DOCTOR SUBURB

%%CONTACTSUBURB,TREATING DOCTOR%%

The suburb of the treating doctor.

TREATING DOCTOR STATE

%%CONTACTSTATE,TREATING DOCTOR%%

The state of the treating doctor.

TREATING DOCTOR POSTCODE

%%CONTACTPOSTCODE,TREATING DOCTOR%%

The postcode of the treating doctor.

CONTACT COMPANY NAME OF EMPLOYER

%%CONTACTCOMPANYNAME,EMPLOYER%%

The name of the company with which the contact serving as the clients employer is associated.

CONTACT COMPANY NAME OF HOST EMPLOYER

%%CONTACTCOMPANYNAME,HOST EMPLOYER%%

The name of the company with which the contact for which the service has been defined as 'Host Employer' is associated.

CONTACT COMPANY NAME OF SERVICE PROVIDER

%%CONTACTCOMPANYNAME,SERVICEPROVIDER%%

The name of the company with which the contact for which the service has been defined as 'Service Provider' is associated.

CONTACT COMPANY NAME OF THE TREATING DOCTOR

%%CONTACTCOMPANYNAME,TREATING DOCTOR%%

The name of the company with which the contact serving as the treating doctor is associated.

CONTACT FAX, ADDITIONAL CORRES

%%CONTACTFAX,ADDITIONAL CORRES%%

The contact faxnumber of the contact for which the service has been defined as 'Additional Correspondence'.

CONTACT FAX, EMPLOYER

%%CONTACTFAX,EMPLOYER%%

The contact faxnumber of the company serving as the employer of the client.

CONTACT FAX, HOST EMPLOYER

%%CONTACTFAX,HOST EMPLOYER%%

The contact faxnumber of the contact for which the service has been defined as 'Host Employer'.

CONTACT FAX, SERVICE PROVIDER

%%CONTACTFAX,SERVICEPROVIDER%%

The contact faxnumber of the contact for which the service has been defined as 'Service Provider'.

CONTACT FAX, TREATING DOCTOR

%%CONTACTFAX,TREATING DOCTOR%%

The contact faxnumber of the contact serving as the treating doctor.

CONTACT FIRST NAME, ADDITIONAL CORRES

%%CONTACTFIRSTNAME,ADDITIONAL CORRES%%

The first name of the contact for which the service has been defined as 'Additional Correspondence'.

CONTACT FIRST NAME, EMPLOYER

%%CONTACTFIRSTNAME,EMPLOYER%%

The first name of the contact serving as the contact of the company with which the client is employed.

CONTACT FIRST NAME, HOST EMPLOYER

%%CONTACTFIRSTNAME,HOST EMPLOYER%%

The first name of the contact for which the service has been defined as 'Host Employer'.

CONTACT FIRST NAME, SERVICE PROVIDER

%%CONTACTFIRSTNAME,SERVICEPROVIDER%%

The first name of the contact for which the service has been defined as 'Service Provider'.

CONTACT FIRST NAME, TREATING DOCTOR

%%CONTACTFIRSTNAME,TREATING DOCTOR%%

The first name of the contact serving as the treating doctor.

CONTACT FULL NAME, ADDITIONAL CORRES

%%CONTACTFULLNAME,ADDITIONAL CORRES%%

The full name of the contact for which the service has been defined as 'Additional Correspondence'. (includes title)

CONTACT FULL NAME, EMPLOYER

%%CONTACTFULLNAME,EMPLOYER%%

The full name of the contact associated with the clients employer. (includestitle)

CONTACT FULL NAME, HOST EMPLOYER

%%CONTACTFULLNAME,HOST EMPLOYER%%

The full name of the contact for which the service has been defined as 'Host Employer'. (includestitle)

CONTACT FULL NAME, SERVICE PROVIDER

%%CONTACTFULLNAME,SERVICEPROVIDER%%

The full name of the contact for which the service has been defined as 'Service Provider'. (includestitle)

CONTACT FULL NAME, TREATING DOCTOR

%%CONTACTFULLNAME,TREATING DOCTOR%%

The full name of the contact serving as the treating doctor. (includes title)

CONTACT LAST NAME, ADDITIONAL CORRES

%%CONTACTLASTNAME,ADDITIONAL CORRES%%

The last name of the contact for which the service has been defined as 'Additional Correspondence'.

CONTACT LAST NAME, EMPLOYER

%%CONTACTLASTNAME,EMPLOYER%%

The last name of the contact serving as the contact of the company with which the client is employed.

CONTACT LAST NAME, HOST EMPLOYER

%%CONTACTLASTNAME,HOST EMPLOYER%%

The last name of the contact for which the service has been defined as 'Host Employer'.

CONTACT LAST NAME, SERVICE PROVIDER

%%CONTACTLASTNAME,SERVICEPROVIDER%%

The last name of the contact for which the service has been defined as 'Service Provider'.

CONTACT LAST NAME, TREATING DOCTOR

%%CONTACTLASTNAME,TREATING DOCTOR%%

The last name of the contact serving as the treating doctor.

CONTACT PHONE 1, ADDITIONAL CORRES

%%CONTACTPHONE1,ADDITIONAL CORRES%%

The primary contact phone number of the contact for which the service has been defined as 'Additional Correspondence'.

CONTACT PHONE 1, EMPLOYER

%%CONTACTPHONE1,EMPLOYER%%

The primary contact phone number of the contact within the company with which the client is currently employed.

CONTACT PHONE 1, HOST EMPLOYER

%%CONTACTPHONE1,HOST EMPLOYER%%

The primary contact phone number of the contact for which the service has been defined as 'Host Employer'.

CONTACT PHONE 1, SERVICE PROVIDER

%%CONTACTPHONE1,SERVICEPROVIDER%%

The primary contact phone number of the contact for which the service has been defined as 'Service Provider'.

CONTACT PHONE 1, TREATING DOCTOR

%%CONTACTPHONE1,TREATING DOCTOR%%

The primary contact phone number of the contact serving as the treating doctor.

CONTACT TITLE, ADDITIONAL CORRES

%%CONTACTTITLE,ADDITIONAL CORRES%%

The title of the contact for which the service has been defined as 'Additional Correspondence'.

CONTACT TITLE, EMPLOYER

%%CONTACTTITLE,EMPLOYER%%

The title of the contact within the company with which the client is currently employed.

CONTACT TITLE, HOST EMPLOYER

%%CONTACTTITLE,HOST EMPLOYER%%

The title of the contact for which the service has been defined as 'Host Employer'.

CONTACT TITLE, SERVICE PROVIDER

%%CONTACTTITLE,SERVICEPROVIDER%%

The title of the contact for which the service has been defined as 'Service Provider'.

CONTACT TITLE, TREATING DOCTOR

%%CONTACTTITLE,TREATING DOCTOR%%

The title of the contact serving as the treating doctor.

CURRENT HOURS STATED

%%CURRENTHOURSSTATED%%

The hours currently worked by the client.

DATE CEASED WORK

%%DATECEASEDWORK%%

The date on which the client ceased work.

DATE CLOSED

%%DATECLOSED%%

The date on which the case was closed.

DATE OF BIRTH

%%DATEOFBIRTH%%

The date of birth of the client.

DATE OF REFERRAL

%%DATEOFREFERRAL%%

The date on which the client was referred.

DATE OPENED

%%DATEOPENED%%

The date on which the case was opened.

DIAGNOSED INJURY

%%DIAGNOSEDINJURY%%

The formal medical diagnosis of the clients injury or condition.

EMAIL

%%EMAIL%%

The email address of the client.

EMPLOYER ADDRESS

%%EMPLOYERADDRESS%%

The postal address of the contact within the company with which the client is currently employed.

EMPLOYER COMPANY NAME

%%EMPLOYERCOMPANYNAME%%

The name of the company with which the client is currently employed.

EMPLOYER EMAIL

%%EMPLOYEREMAIL%%

The contact emailaddress of the contact within the company with which the client is currently employed.

EMPLOYER FAX

%%EMPLOYERFAX%%

The contact faxnumber of the contact within the company with which the client is currently employed.

EMPLOYER FIRST NAME

%%EMPLOYERFIRSTNAME%%

The first name of the contact within the company with which the client is currently employed.

EMPLOYER FULL NAME

%%EMPLOYERFULLNAME%%

The full name of the contact within the company with which the client is currently employed. (includestitle)

EMPLOYER LAST NAME

%%EMPLOYERLASTNAME%%

The last name of the contact within the company with which the client is currently employed.

EMPLOYER MOBILE

%%EMPLOYERMOBILE%%

The contact mobilenumber of the contact within the company with which the client is currently employed.

EMPLOYER NOTES

%%EMPLOYERNOTES%%

The contact notes stored regarding the contact within the company with which the client is currently employed.

EMPLOYER PHONE 1

%%EMPLOYERPHONE1%%

The primary contact phone number of the contact within the company with which the client is currently employed.

EMPLOYER PHONE 2

%%EMPLOYERPHONE2%%

The secondary contact phone number of the contact within the company with which the client is currently employed.

EMPLOYER POSITION

%%EMPLOYERPOSITION%%

The organisationalposition of the contact within the company with which the client is currently employed.

EMPLOYER POSTCODE

%%EMPLOYERPOSTCODE%%

The postcode of the contact within the company with which the client is currently employed.

EMPLOYER STATE

%%EMPLOYERSTATE%%

The state of the contact within the company with which the client is currently employed.

EMPLOYER SUBURB

%%EMPLOYERSUBURB%%

The suburb of the contact within the company with which the client is currently employed.

EMPLOYER TITLE

%%EMPLOYERTITLE%%

The title of the contact within the company with which the client is currently employed. (Mr/Mrs/Dr/etc)

EMPLOYMENT GOAL

%%ESTIMATEGOAL%%

The goal detailed in the current case estimate.

PLAN DETAILS

%%ESTIMATEDETAILS%%

A summary of the costs, time frames and charges included in the current case estimate.

PLAN FINISH

%%ESTIMATEFINISH%%

The finish date specified in the current case estimate.

PLAN NOTES

%%ESTIMATENOTES%%

The notes specified in the current case estimate.

PLAN START

%%ESTIMATESTART%%

The start date specified in the current case estimate.

PLAN TOTAL

%%ESTIMATETOTALS%%

The list of current case estimate with totals.

FAX

%%FAX%%

The contact faxnumber of the client.

CLIENT'S FIRST NAME

%%FIRSTNAME%%

The first name of the client.

CLIENT'S FULLNAME

%%FULLNAME%%

The full name of the client.

HOURS WORKED AT REFERRAL

%%HOURSSTATEDATREFERRAL%%

The hours worked by the client at the time of their referral.

CLIENT COMPANY

%%CLIENTCOMPANY%%

The company with which the client is associated.

CLIENT'S LAST NAME

%%LASTNAME%%

The last name of the client.

CLIENT'S MOBILE NUMBER

%%MOBILE%%

The contact mobilenumber of the client.

NATURE OF INJURY

%%CONDITION%%

The injury of condition from which the client is suffering.

OFFICE PROVIDER NUMBER

%%TEAMPROVIDERNUMBER%%

Office Provider Number.

ORGANISATIONAL PROVIDER NUMBER

%%ORGPROVIDERNUMBER%%

Organisational Provider Number.

OUTCOME

%%OUTCOME%%

The outcome which was assigned to the case.

CLIENT'S PHONE 1

%%PHONE1%%

The primary contact phone number of the client.

CLIENT'S PHONE 2

%%PHONE2%%

The secondary contact phone number of the client.

CLIENT'S POSITION AT WORK

%%POSITION%%

The position held by the client within their organisation.

CLIENT'S PRE-INJURY HOURS

%%PREINJURYHOURS%%

The hours worked by the client prior to their claim.

PRIMARY PHYSICAL CLAIM

%%PRIMARYPHYSICALCLAIM%%

Indicates whether or not the case concerns a claim for a primarily physical injury or condition.

REASON FOR REFERRAL

%%REASONFORREFERRAL%%

The reason for which the case was referred.

REASON FOR REFERRAL (PERSONAL)

%%REASONFORREFERRALPERSONAL%%

The reason for which the person was referred.

REASON FOR REFERRAL (WORK RELATED)

%%REASONFORREFERRALWORK%%

The reason for which the work was referred.

REFERRER ADDRESS

%%REFERRERADDRESS%%

The postal address of the contact within the company responsible for referring the client.

REFERRAL COMPANY

%%REFERRERCOMPANYNAME%%

The name of the company responsible for referring the client.

REFERRER'S EMAIL

%%REFERREREMAIL%%

The contact emailaddress of the contact within the company responsible for referring the client.

REFERRER'S FAX

%%REFERRERFAX%%

The contact faxnumber of the contact within the company responsible for referring the client.

REFERRER'S FIRST NAME

%%REFERRERFIRSTNAME%%

The first name of the contact within the company responsible for referring the client.

REFERRER'S FULL NAME

%%REFERRERFULLNAME%%

The full name of the contact within the company responsible for referring the client. (includes title)

REFRERRER'S LAST NAME

%%REFERRERLASTNAME%%

The last name of the contact within the company responsible for referring the client.

REFERRER'S MOBILE NUMBER

%%REFERRERMOBILE%%

The contact mobilephone number of the contact within the company responsible for referring the client.

REFERRER'S NOTES

%%REFERRERNOTES%%

The contact notes stored regarding the contact within the company responsible for referring the client.

REFERRER'S PHONE 1

%%REFERRERPHONE1%%

The primary contact phone number of the contact within the company responsible for referring the client.

REFERRER'S PHONE 2

%%REFERRERPHONE2%%

The secondary contact phone number of the contact within the company responsible for referring the client.

REFERRER'S POSTCODE

%%REFERRERPOSTCODE%%

The postcode of the contact within the company responsible for referring the client.

REFERRER'S STATE

%%REFERRERSTATE%%

The state of the contact within the company responsible for referring the client.

REFERRER'S SUBURB

%%REFERRERSUBURB%%

The suburb of the contact within the company responsible for referring the client.

REFERRER'S POSITION AT WORK

%%REFERRERPOSITION%%

The organisationalposition of the contact within the company responsible for referring the client.

REFERRER'S TITLE

%%REFERRERTITLE%%

The title of the contact within the company responsible for referring the client.

SERVICE CONTRACT

%%CATEGORY%%

The service contractwith which the case is associated.

STATUS PRIOR TO REFERRAL

%%PRIORSTATUS%%

The employment status of the client prior to their referral.

SUSPENDED DATE

%%SUSPENDEDDATE%%

SuspendedDate

CLIENT'S SUBURB

%%SUBURB%%

The suburb of the client.

TITLE (CLIENT)

%%TITLE%%

The title of the client.

WORK CAPACITY GOAL

%%WORKCAPACITYGOAL%%

The current goal with regards to the clients work capacity.

WORK ACTIVITIES GOAL

%%WORKACTIVITIESGOAL%%

The current goal with regards to the clients work activities.

NOTIONAL WEEKLY EARNINGS

%%NWE%%

Notional Weekly Earnings

EARNINGS AT REFERRAL

%%EARNINGSATREFERRAL%%

Earnings at Referral

CURRENT EARNINGS

%%CURRENTEARNINGS%%

Current Earnings

CONSULTANT ID

%%CONSULTANTID%%

Consultant ID number

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