Labels

Labels are stickers typically used to place on patient records, letters, and/or mass notifications such as change of clinic information, new announcements, etc. Labels are generally customized for a provider's office and contain specific identifying information which may include patient name and contact information, provider and/or practice information, appointment information, and more. You can create and preview customized labels to fit your office needs.


Who can use this feature? 

Users with the Label and Superbill Configuration permission. 


Add a new Label

Follow the steps below to create a label.

  1. Select Customer Setup > Labels.

  2. Click the New Label button. 

  3. Type the label name in the Name field.

  4. Use the Label Type drop-down menu to select the label type.

    To create a label with a custom date, select either the Patient or Scheduler Label Type and select the Custom Date field in the applicable column.

  5. Click the Add Field link from the Field Configuration table to select the fields to add to the label columns.

    1. Place a check in the box next to the field, then click Add.

  6. Field Options: 

    1. Change the order of the rows by selecting (highlighting) the desired row and using the  and arrow icons to move the field up or down on the list.

    2. To remove a field, select it and click the icon

  7. Optional: Add up to three (3) columns by clicking the Add Column button and add the fields.

  1. In the Printer Configuration table, choose the Printer Type that matches your label printer model, and select the Label Size, Font, and Column Spacing. 

  2. Click the Preview button to see what your label will look like. You can also print out a test label from this window.

  3. Click Save.


Find or edit a Label

Follow the steps below to find or edit an existing Label.

  1. Select Customer Setup > Labels.

  2. Click the Show All button to view all labels. Or use the Search field to further drill down your search. 

  3. Select the Label from the list to open.

  4. Optional: Modify the label

    1. Changing the Label Type will reset column values.

    2. Click the Add Field link from the Field Configuration table to select the field(s) to add to the label columns.

    3. Field Options:
      1. Change the order of the rows by selecting (highlighting) the desired row and using the  and arrow icons to move the field up or down on the list.

      2. To remove a field, select it and click the icon

    4. Column Options:

      1. Add another column by clicking the Add Column button and add the fields.

      2. To remove a column, click the  icon at the top of the column.

  5. In the Printer Configuration table, choose the Printer Type that matches your label printer, and select the Label Size, Font, and Column Spacing. Choose the Printer Configuration that matches your Label Printer Model.
  6. Click the Preview button to see what your label will look like. You can also print out a test label from this window.

  7. Click Save. Otherwise, click Close if no changes were made.

Preview a Label

Follow the steps below to preview an existing Label.

  1. Select Customer Setup > Labels.

  2. Click the Show All button to view all labels. Or use the Search field to further drill down your search.

  3. Select the Label from the list to open.

  4. Click the Preview button.

Delete a Label

Once a label has been deleted, it can't be restored. Proceed with care. 

  1. Select Customer Setup > Labels.

  2. Click the Show All button to view all labels. Or use the Search field to further drill down your search. 

  3. Select the Label to delete.

  4. Click the  button.

  5. Select Yes, when the "Are you sure you wish to delete this configuration?” pop-up displays.