---
title: Video: Lunch and Learn - Patient Info Panel - June 2024
slug: portal-sub/video-lunch-and-learn-patient-info-panel-june-2024
docTags:
createdAt: 2026-03-04T12:03:18.897Z
---
::loom{url="https://www.loom.com/embed/4355c8118fe044939d0305acdf45a68f?sid=c51e6a6c-23a0-4001-9da3-b3a3260f48db"}
::loom{url="https://www.loom.com/embed/4355c8118fe044939d0305acdf45a68f?sid=eb41ee12-399d-4fc7-ad89-ce74246bd545"}
**IN THIS ARTICLE**
- [Example Print Variables](docId\:gF6uIomqWbJ_kkXY4Yf32)
- [Adding more Patient Info Panel Pages](docId\:gF6uIomqWbJ_kkXY4Yf32)
# Example Print Variables
| Name | Print Variable(s) | Description |
| ----------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Multiple Phone Numbers | «Letter.Patient.CellPhone», «Letter.Patient.Phone1», «Letter.Patient.WorkPhone» | Combine multiple patient phone numbers into a single field to save space.
Cell, Home and Work |
| Preferred Name | «Letter.Patient.PreferredName» | Preferred Name is stored on Alter Patient > Personal View |
| Sex | Letter.Patient.Sex» | Sex is stored on the Alter Patient > General View |
| Sexual Orientation | «Letter.Patient.SexualOrientation» | Orientation is stored on the Clinical Details > Family/Social History tab |
| Pronoun | «Letter.Patient.Pronoun» | Dynamically generated based on the Alter Patient > General View > Sex value |
| Preferred Pharmacy | «Letter.Patient.CareTeam("Pharmacy - Preferred").FullName» | Preferred Pharmacy is stored on the Alter Patient > Care Team view |
| GP | «Letter.Patient.CareTeam("GP").FullName» | GP is stored on the Alter Patient > Care Team view |
| Nurse | «Letter.Patient.CareTeam("Nurse").FullName» | Nurse is stored on the Alter Patient > Care Team view |
| Custom Patient Field | «Letter.Patient.User1»
«Letter.Patient.User2»
«Letter.Patient.User3»
«Letter.Patient.User4»
«Letter.Patient.User5» | Custom Patient Fields are located on the Alter Patient > Social View |
| Bad Debt | «Letter.Patient.PatientBadDebt» | Bad Debt is automatically calculated and displayed on the Alter Patient > Transactions view |
| Last Encounter Text | «Letter.Patient.LastContactText» | Last Encounter Text is automatically captured from the most recent patient encounter body of text. |
| Recent Vitals | «Letter.Patient.Measures("Weight").DateObserved», «Letter.Patient.Measures("Weight").Value»
or
«Letter.Patient.Measures("Custom Concept").DateObserved»
«Letter.Patient.Measures("Custom Concept").Value» | Recent Vitals is automatically captured from the most recent patient vitals as seen in Medical Record > Measures view.
-Weight Recorded Date
-Weight Value
or
-Custom values. Replace "Custom Concept" with other measures.
|
| Open Care Plans | «Letter.Patient.ActiveCarePlans» | Open Care Plans are seen on the Medical Record > Care Plans view |
| Smoking | «Letter.Patient.SmokerType»
«Letter.Patient.SmokerNumDay»
«Letter.Patient.SmokerStopped» | Smoking is stored on the Clinical Details > Family/Social History tab
-Type of smoker
-How many packs per day
-Date they stopped |
| Alcohol | «Letter.Patient.AlcoholType»
«Letter.Patient.AlcoholNumDay»
«Letter.Patient.AlcoholStopped» | Alcohol is stored on the Clinical Details > Family/Social History tab
-Type of drinker
-How many per day
-Date they stopped |
| Current Rx | «Letter.Patient.CurrentPrescription» | Current Rx is viewable on the Medical Record > Prescriptions view > Prior Scripts > All Scripts without a "Finished"? flag indicated in the Finished column. |
| Discontinued Rx | «Letter.Patient.DiscontinuedPrescriptions» | Discontinued Rx is viewable on the Medical Record > Prescriptions view > Discontinued tab. |
| Referral Date (current) | «Letter.Patient.Referral (current).ReferredOn»
«Letter.Patient.Referral (current).Referrer.FullName» | Referral Date that shows the date the patient was referred as seen in the most recent referral.
-Referral Date
-Referred by
|
| Gravida | «Letter.Patient.Gravida» | Calculated based on the amount of historical pregnancies tracked in the Medical Record > Obstetric view. |
| EDD | «Letter.Patient.EDD» | Expected delivery date of the pregnancy. |
| LMP | «Letter.Patient.LMP» | Last menstrual period track for the pregnancy. |
| Last Seen Date | «Letter.Patient.DateLastSeen» | Most recent date the patient was marked as "Seen" in an appointment. |
| Next Appointment Date | «Letter.Patient.Next Appointment.Date»
«Letter.Patient.Next Appointment.TimeAMPM»
«Letter.Patient.Next Appointment.ProviderCode»
«Letter.Patient.Next Appointment.ApptType» | Next appointment date being tracked for the patient, as seen in Work Center > Appointments view.
-Date
-Time
-With Provider
-Appointment Type |
| Communicate By SMS | «Letter.Patient.IsSMSCellPhone» | Permission to communicate via SMS as seen in Alter Patient > General View |
| Communicate by Email | «Letter.Patient.IsEmailNotificationAllowed» | Permission to communicate via Email as seen in Alter Patient > General View |
| Social History | «Letter.Patient.SocialHx» | Social History text box is stored on the Clinical Details > Family/Social History tab |
| Family History | «Letter.Patient.FamilyHxDetails» | Family History text box is stored on the Clinical Details > Family/Social History tab |
## Add Additional Panel Pages
### 1. Add additional panel pages and navigate through them by using buttons powered by a simple macro.
1. Under Maintain > Templates > Forms menu, open your Patient Info Panel for editing inside the Forms window.
2. Add a new page to your panel by clicking the Add New Page icon. Continue adding all pages required.
::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/QpDdu0PzDnb2pthvNzneS_eqs9qetfsswoethe3bzdcqqv5ll4rgj-tw.png" size="39" isUploading="false" initialPath="assets/eQS9QeTFSsWoEthe3bzDcQQv5ll4Rgj-tw.png" githubPath="en/Patient Records and Management/Patient Records - General/assets/eQS9QeTFSsWoEthe3bzDcQQv5ll4Rgj-tw.png" position="flex-start" showCaption="false" indent="2"}
3. On the 1st page, add a "Next Panel" button. See step 2 below for instructions.
4. On the 2nd page, add a "Previous Panel" button. See step 3 below for instructions.
5. If you have 3rd page, add a "Next Panel" button as well.
6. Continue adding "Previous Panel" buttons except for Page 1.
7. Continue adding "Next Panel" buttons except for the last page.
8. Save the changes to your panel, and reload your Patient Info Panel to start using it.
### 2. Add "Next Panel" button.
1. In the Control Palette click the "Button" control.
::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/21J_iBV37U8Vf7LwhpXUJ_k9j-lnkqrklqmlhrqdnx2cutoehf7m5qq.png" size="37" isUploading="false" initialPath="assets/K9J-Ln_KQRKLqmlhRqdNx2CuToeHF7M5qQ.png" githubPath="en/Patient Records and Management/Patient Records - General/assets/K9J-Ln_KQRKLqmlhRqdNx2CuToeHF7M5qQ.png" position="flex-start" showCaption="false" indent="2"}
2. Click on an empty space in your panel to add it.
3. With your button selected, in the Object inspector window change the Caption to say "Next Panel"
4. In the Object Inspector window, click the Events tab and double-click inside text "*OnButton1MClick*"
::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/vICwv9cwRSOygdiNC_1QT_m9qw2lkmzsmydz8x-9olm2tbscty1rw.png" size="40" isUploading="false" initialPath="assets/M9qw2LkMZsmyd_Z8x-9OLM_2T_bsCty1Rw.png" githubPath="en/Patient Records and Management/Patient Records - General/assets/M9qw2LkMZsmyd_Z8x-9OLM_2T_bsCty1Rw.png" position="flex-start" showCaption="false" indent="2"}
5. In the macro editor window, paste the text belowSub Main()form.ActivateNextPageEnd SubAfter pasting the text, it should look like the screenshot below; with matching text colors.
::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/OAkly_GV17ZEA-zPpzF0f_04pgz0ba2re1llpuzgl-whx4s4ppnczug.png" size="33" isUploading="false" initialPath="assets/04Pgz0Ba2rE1LlPuZgL-WH_X4S4pPNcZUg.png" githubPath="en/Patient Records and Management/Patient Records - General/assets/04Pgz0Ba2rE1LlPuZgL-WH_X4S4pPNcZUg.png" position="flex-start" showCaption="false" indent="2"}
6. Close the Macro Editor window and save the changes.Close the form and Save all Changes.
### 3. Add "Previous Panel" button.
1. In the Control Palette click the "Button" control.
::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/21J_iBV37U8Vf7LwhpXUJ_k9j-lnkqrklqmlhrqdnx2cutoehf7m5qq.png" size="37" isUploading="false" initialPath="assets/K9J-Ln_KQRKLqmlhRqdNx2CuToeHF7M5qQ.png" githubPath="en/Patient Records and Management/Patient Records - General/assets/K9J-Ln_KQRKLqmlhRqdNx2CuToeHF7M5qQ.png" position="flex-start" showCaption="false" indent="2"}
2. Click on an empty space in your panel to add it.
3. With your button selected, in the Object inspector window change the Caption to say "Previous Panel"
4. In the Object Inspector window, click the Events tab and double-click inside text "*OnButton1MClick*"
::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/vICwv9cwRSOygdiNC_1QT_m9qw2lkmzsmydz8x-9olm2tbscty1rw.png" size="40" isUploading="false" initialPath="assets/M9qw2LkMZsmyd_Z8x-9OLM_2T_bsCty1Rw.png" githubPath="en/Patient Records and Management/Patient Records - General/assets/M9qw2LkMZsmyd_Z8x-9OLM_2T_bsCty1Rw.png" position="flex-start" showCaption="false" indent="2"}
5. In the macro editor window, paste the text belowSub Main()
form.ActivatePrevPage
End SubAfter pasting the text, it should look like the screenshot below; with matching text colors.
::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/gLcsEoo06FIdtrLxG-EcA_4wtlusyxzckaelxsc-qdqm8xqqcgnvfoxw.png" size="32" isUploading="false" initialPath="assets/4WTLuSYxZCKAElxsc-Qdqm8XQqcgnvFoxw.png" githubPath="en/Patient Records and Management/Patient Records - General/assets/4WTLuSYxZCKAElxsc-Qdqm8XQqcgnvFoxw.png" position="flex-start" showCaption="false" indent="2"}
6. Close the Macro Editor window and save the changes.Close the form and Save all Changes.
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