Customize Patient Header Information on Casefile/PDF Packages

  • Updated

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. Click on your initials and choose Settings.
  2. Open 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 popup and click OK.
  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.

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