Occasionally, after you've created a Form and begin to use it, you may find that some data from the Patient Info (like client First/Last Name, Phone Number, Pet's Name, Address: Street, City, State, Zip, and email, etc.) is not populated to the form automatically. If all the data in the Patient Information section is displayed correctly but is still not being transferred to the form, we recommend you try the following steps to resolve this issue.


If you add a custom property to the Form instead of the default one (more on the difference between default and custom properties HERE), this property will not have a direct root to the Patient Info item and will thus remain unpopulated. Therefore, please do not change the default Internal Name for any parameter that should be transferred from the Patient Info into the Form (a detailed list can be found below). 


1. For example, let's check the Patient Information. Although it is entered correctly:



2. From the property settings, it can be seen that the First name property has an incorrect Internal Name (which, by default should be first_name):

Correct property that will be transferred to the form

Incorrect property that will not be transferred


All we have to do now is set the appropriate default Internal Name for this property:

SectionPossible TitleInternal Name
Patient InfoPatient name
Sex
Species
Breed
Weight
Birth Date/DOB
Color
Cage Number
Critical Note/Allergy
Microchip ID
Rabies Tag
Date of Last Weight		pet_name
sex
species
breed
weight
birth_date
color
cage_number
allergy
microchip
rabies_tag
date_last_weight
Client InfoFirst Name
Last Name
Telephone
Alt. Telephone
Street 1
Street 2
City
State/Province
Zip/Postal Code
Email
Cell Phone
Fax Number
Emergency Contact
Title		first_name
last_name
phone_home
phone_work
street1
street2
city
state
zip
email
phone_cell
fax_number
emergency_contact
client_title
General InfoDeposit
Patient File Number
Custom
Resuscitate		deposit_range
patient_file_number
custom
resuscitate


NOTE: Please be aware that some parameters, such as Sex and Resuscitate, may also have default Internal Values that should not be changed. You can edit the Label as you want it to appear on the form, but the Internal Value must remain unchanged:

for the Sex property
for the Resuscitate property


3. Once it's done, click Save (you can find out more about editing forms in THIS article). This changes will be applied to all patients created after the correction as soon as your iPad is synced, it will also be transferred to the appropriate form field:


Please ensure that you use the correct parameter on each form then Save the form and Send to iPads.


NOTE: If you are integrated with Practice Management System and admit a patient via PIMS, it is not possible to populate all data into both the Patient Info section and Forms (more details on it is HERE).


We hope you found this information useful!