Custom Headers Overview

The Custom Headers module allows you to create headers (including graphics) to customize notes printed from the Document Management, Notes, and Results Manager modules. This heading does not affect printing from any other module.

Custom headers can either be applied at the time of printing or set as a default header (and applied automatically to notes). There are two different types of default custom headers:

• Practice Default Headers

  • You must have practice manager privileges to set a practice default header, and only one header can be set per practice. The LMR applies this header at time the note is created by any user within that practice (does not apply to letters created from the Results Manager view). This header is saved as part of the text of the note (once the note is saved as Final).

  • For notes with a status of Preliminary, this header can be suppressed by any user (by clicking the Practice Header check box in Note Edit mode). If saved as part of a Final status note, this header becomes part of the contents of the note and cannot be suppressed.

  • Practice default headers are set using the Practice filter link.

• Print Default Headers

  • A print default header can be set by any user to affect all notes printed by that user. Although you can create many headers, you can select only one as the print default header. This header is printed at the top of each page of your printed notes (although it can be overridden when printing).

  • The print default header is set using the Module Preferences filter link.

Note: If a practice default header is set for your practice, setting a print default header or applying a header at the time of printing will result in a note with two headers. To avoid header problems, preview your note before printing.

If you do not select a default, the system default header is used.

Your personal custom headers display initially. However, a series of filter buttons at the top of the screen can help you locate and view headers created by others. See Using Custom Filters for details. Custom headers created by others can be used to create new headers.

The Module Preferences button is different than the other filter buttons. It allows you to limit the headers that are available to you when printing a note. It also allows you to select the print default header. See Maintaining the Target Custom List and Setting the Default Custom Header for details.

Related Topics

Restoring the System Default Header