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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 8 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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