Modify Case File Columns

This article will help teach you how to hide, show, rearrange columns views and modify column widths within Account Activity, Documents, Correspondence and Soap Notes case file tabs.

To perform the following procedure open the Patient Manager.

Customize Columns

1. Select a patient file
2. Select a patient case file
   Important: Each tab, Account Activity, Documents, Correspondence and Soap Notes, in every case file type – Private, EHC, MVA, WSIB, Slip & Fall and OHIP will need to be customized individually. Once changes are saved, they will apply to all cases files of the same type.
3. Select Account Activity, Documents, Correspondence or Soap Notes tab
4. Select Customize columns button from the toolbar
   Important: Saved changes are applied to all user accounts.

Show Columns

1. Select a patient file
2. Select a patient case file
3. Select Account Activity, Documents, Correspondence or Soap Notes tab
4. Select Customize columns button from the toolbar
5. Select the checkbox next to each Field Name for the selected column to be visible within the case file tab
6. Click Save and Close                                 

Hide Columns

1. Select a patient file
2. Select a patient case file
3. Select Account Activity, Documents, Correspondence or Soap Notes tab
4. Select Customize columns button from the toolbar
5. Deselect the checkbox next to the Field Name to hide columns
6. Click Save and Close

Rearrange Columns

1. Select a patient file
2. Select a patient case file
3. Select Account Activity, Documents, Correspondence or Soap Notes tab
4. Select Customize columns button from the toolbar
5. Select Field Name
6. Click Move Up or Move Down to rearrange the viewing order of columns
7. Click Save and Close

Modify Column Width

1. Select a patient file
2. Select a patient case file
3. Select Account Activity, Documents, Correspondence or Soap Notes tab
4. Select Customize columns button from the toolbar
5. Double-click on value under the Field Width column
   Tip: For wider columns, increase the number to a greater value. For narrower columns, decrease the number to a lesser value.
6. Click Save and Close