Customize Patient Header Information on Casefile/PDF Packages

You can customize the patient information that displays in the header of each page of the patient's Casefile or PDF package. 

Instance Settings

Super Admins can customize which items will appear on each page of the patient's PDF in the Instance Settings. 

1. To begin, click on your initials and then click Settings. 
   
2. Then click the Instance tab.

3. Locate the Show on every page of PDF casefile setting and click the Select patient information button.
4. Select the desired information from the pop-up and click OK.
   
• The location's billing entity and location logo information are both pulled from Settings > Company.
5. Scroll to the end of the page and click Submit.

PDF Display

When generating a PDF Package or a Casefile, the selected data points will appear in the header of each page. If you have selected the Insurance Name and/or Policy No information and the patient has more than one active insurance, all patient insurances will be listed in the reverse order that they appear on the facesheet.

If Location Billing Entity and Location Logo have both been enabled, that information will also appear.