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Creating Document Templates

The document templating utility within Curitics enables administrators to create any number of output documents utilizing a large library of predefined variables. The documentation tooling enables output to PDF format (additional options available in future release) and offers the ability to generate documentation for a variety of encounter oriented or longitudinal use cases.

Type of Templates

  • Encounter-based
    • Outputs data relevant to a specific encounter
  • Longitudinal
    • Outputs data relevant to member

Variable Library

Variable NameOutput TypeApplicabilityData Element
{curitics_empi}StringLongitudinal/Encounterpatient.empi
{curitics_memberid}StringLongitudinal/Encounterpatient_to_healthplan.member_id
{curitics_groupid}StringLongitudinal/Encounterpatient_to_healthplan.group_id
{curitics_mrn}StringLongitudinal/Encounterpatient.mrn
{curitics_fname}StringLongitudinal/Encounterpatient.fname
{curitics_lname}StringLongitudinal/Encounterpatient.lname
{curitics_birthdate}StringLongitudinal/Encounterpatient.birthdate
{curitics_language}StringLongitudinal/Encounterpatient.communication
{curitics_ethnicity}StringLongitudinal/Encounterpatient.ethnicity
{curitics_gender}StringLongitudinal/Encounterpatient.gender
{curitics_primary_phone}StringLongitudinal/Encounterpatient_to_telecom.value (where type = phone)
{curitics_primary_email}StringLongitudinal/Encounterpatient_to_telecom.value (where type = email)
{curitics_initial_status}StringLongitudinal/Encounterpatient.initial_status
{curitics_current_status}StringLongitudinal/Encounterpatient.current_status
{curitics_current_status_detail}StringLongitudinal/Encounterpatient.current_status_detail
{curitics_risk_level}StringLongitudinal/Encounterpatient.patient_risk
{curitics_mbi}StringLongitudinal/Encounterpatient.mbi_hic
{curitics_deceased_date}StringLongitudinal/Encounterpatient.deceased_date
{curitics_preferred_address1}StringLongitudinal/Encounterpatient_to_address.address1 (where address_preferred =1)
{curitics_preferred_address2}StringLongitudinal/Encounterpatient_to_address.address2 (where address_preferred =1)
{curitics_preferred_city}StringLongitudinal/Encounterpatient_to_address.city (where address_preferred =1)
{curitics_preferred_state}StringLongitudinal/Encounterpatient_to_address.state (where address_preferred =1)
{curitics_preferred_postal}StringLongitudinal/Encounterpatient_to_address.postal (where address_preferred =1)
{curitics_client}StringLongitudinal/Encounterpatient_to_client (join and transform to string)
{curitics_projects}StringLongitudinal/Encounterpatient_to_project (join and transform to string so result is concat, comma delineated list of project)
{curitics_payer_name}StringLongitudinal/Encounterpatient_to_healthplan.payer_name
{curitics_healthplan_effective_from}StringLongitudinal/Encounterpatient_to_healthplan.effective_from
{curitics_healthplan_effective_to}StringLongitudinal/Encounterpatient_to_healthplan.effective_to
{curitics_pcp_id}StringLongitudinal/Encounterpatient_to_healthplan.pcp_id
{curitics_pcp_npi}StringLongitudinal/Encounterpatient_to_healthplan.pcp_NPI
{curitics_pcp_fname}StringLongitudinal/Encounterpatient_to_healthplan.pcp_fname
{curitics_pcp_lname}StringLongitudinal/Encounterpatient_to_healthplan.pcp_lname
{curitics_pcp_address1}StringLongitudinal/Encounterpatient_to_healthplan.pcp_address1
{curitics_pcp_address2}StringLongitudinal/Encounterpatient_to_healthplan.pcp_address2
{curitics_pcp_city}StringLongitudinal/Encounterpatient_to_healthplan.pcp_city
{curitics_pcp_state}StringLongitudinal/Encounterpatient_to_healthplan.pcp_state
{curitics_pcp_postal}StringLongitudinal/Encounterpatient_to_healthplan.pcp_postal
{curitics_pcp_phone}StringLongitudinal/Encounterpatient_to_healthplan.pcp_phone
{curitics_ipa_group}StringLongitudinal/Encounterpatient_to_healthplan.ipa
{curitics_case_list}TableLongitudinalA tabular list of all cases which the patient has
episodes.active, episodes.name, episodes.type, episodes.status
{curitics_care_plan}HierarchyLongitudinalSee example in: https://curitics.atlassian.net/browse/CC-26
This will likely be a larger lift, break into seperate Jira sub-task if required
{curitics_task_list}TableLongitudinalA tabular list of all tasks which the patient has
user_tasks.name, user_tasks.priority, user_tasks.status, user_tasks.due_date, user_tasks.assigned_user, user_tasks.assigned_team
{curitics_datagrid_{id}}TableEncounterPass an id of legacy datagrid, will output a table of the data contained in the datagrid for the encounter
{curitics_dynamicgrid_{id}}TableEncounterPass an id of dynamic datagrid, will output a table of the data contained in the datagrid for the encounter
{curitics_assessment_{id}}TableEncounterPass an id of an assessment, will output a table of the data contained in the assessment for the encounter