Hiding patient details from printed files
CESoft allows users to hide patient details on printed documents by hiding their address details and their identifier details. Checking the "Hide Address" box hides the patients Address and Phone details, and checking the "Hide Identifiers" box hides the patients date of birth, fund number and Medicare number. To enable this on a per-patient basis, ensure you have the "Hide Address" and/or Hide Identifiers" boxes ticked in the Contact Details section of the Invoice screen.
Ticking these boxes will remove the patients address details and identifiers from any printed documents generated for that patient. Here is an example of a printed invoice without the boxes ticked:
Here is the same invoice with the Hide Address and Hide Identifiers boxes ticked:
These check-boxes are linked to the patient record, not the invoice, meaning that future invoices for the same patient will have the boxes ticked by default. If you require these details to be hidden on all estimates and IFC's sent from the software, send an email to
support@cesoft.com.au to request this, and we can update your site for you.
Related Articles
Adding your Bank Details
If you want to print Banking Reports, you can optionally save your practice banking details so they are printed on the header of banking slips. Go to the Settings/Bank Details screen to do so. If you prefer not to enter these details you can still ...
Adding your bank details
If you want to print Banking Reports, you can optionally save your practice banking details so they are printed on the header of banking slips. Go to the Settings/Bank Details screen to do so. If you prefer not to enter these details you can still ...
Editing Provider Details
On the Settings > General screen you can enter details for the header and footer of printed invoices. Tick the check boxes alongside the address entries to add them to the Address Box. There are spaces for two email addresses that we can use to ...
Entering Referral Details
Specialists A referral is required for most specialist services. A referral can be Standard, Non-Standard or Indefinite A standard referral by default is for a period of 12 months from a GP or 3 months from another specialist, unless it’s for an ...
Verifying Medicare Details and Submitting Claims for Deceased Patients
If you are creating an invoice for a deceased patient, you may notice that initially the Medicare number won't verify properly, and will maintain a red warning next to the number. This is because Medicare numbers become invalid once a patient is ...