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%% | 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 |