Travel Sheet Preferences


The Travel Sheet preferences tab is where you look to customize your Travel Sheet/Encounter Form/Superbill. It is from this preferences tab that you can add/remove specific items from the form, such as the patient's memo and patient's next appointment. You can also configure the software to use your own customized form/image to be viewed when you print the form from the Forms menu.

Refer to the following screenshot and table as a reference for determining how each checkbox affects the way the Travel Sheet looks when you print one.

  • Patient Number - Uncheck to remove the patient's identification number from the form.  
  • Patient Name -  Uncheck to remove the patient's name from the form.
  • Patient Address - Uncheck to remove the patient's address from the form.
  • Patient Phone - Uncheck to remove the patient's telephone number from the form.
  • Patient File Date - Uncheck to remove the patient's file date from the form.
  • Patient Gender - Uncheck to remove the patient's gender from the form.
  • Patient SSN - Uncheck to remove the patient's social security number from the form.
  • Patient DOB - Uncheck to remove the patient's date of birth from the form.
  • Patient Provider - Uncheck to remove the name of the patient's primary provider from the form.
  • Patient Guarantor - Uncheck to remove the name of the patient's from the form.
  • Patient Referred By - Uncheck to remove the name of the patient's referrer from the form.
  • Patient Employer - Uncheck to remove the name of the patient's employer from the form.
  • Patient Balance Due - Uncheck to remove the due balance on the form.
  • Patient Next Appointment - Uncheck to remove patient's next scheduled appointment from the form.
  • Patient Memo - Uncheck to remove the patient's memo (from the patient information screen) from the form.
  • Load Custom Image - Click to browse and open customized image to print onto the bottom of the form (.bmp format only).
  • Load Custom Form - Click to browse and open a customized list of diagnosis to print onto the form (.rtf format only).
  • No color/shading - Check to remove any extra shading/color from the form. (will help to conserve ink/printer toner).