---
title: "Generate and print a PDF File of an Insurance Claim"
canonical: "https://help.spordle.com/space/HDNE/5122850830/Generate+and+print+a+PDF+File+of+an+Insurance+Claim"
format: markdown
---
This article is intended for any user with access to the **Insurance** module in the HCR (organization administrators, authorized team officials, league managers, etc.). It presents the new feature that allows a PDF file to be generated from an insurance claim, directly from the claim's profile.
---
## :spordle_page: Prerequisites
- **Access to the Insurance module:** any role with access rights to this module in the HCR (access is not limited to administrators).
- **An existing insurance claim:** the file must already be created and saved in the system, regardless of its current status (e.g., Pending).
- **File type:** the feature applies only to files of type Insurance Claim (see the following section).
> ℹ️ **Insurance Claims** and **Injury Reports **are both found within the Insurance module; be sure to correctly identify the file type before looking for the print option.
---
## :spordle_page: Understanding the Two File Types in the Insurance Module
The HCR's Insurance module includes two distinct file types. The **Injury Report **documents an incident, while the **Insurance Claim** is the formal request submitted for reimbursement or compensation. In this first version, PDF file generation applies only to the Insurance Claim; the option does not appear for an Injury Report.
---
## :spordle_page: Configuration Steps
### ➡️ Access the Insurance Module
1. In the top tab bar of the organization dashboard, under **Tasks**, click **Insurance**.
2. Use the available filters (Season, Status, First Name, Last Name, HCR Number, etc.) to find the desired claim.
3. Click **Search**.
### ➡️ Open the Relevant Insurance Claim
1. In the results, locate the row where the **Request Type **is **Insurance Claim **(not to be confused with **Injury Report**).
2. Click the row to open the detail panel on the right side of the screen.
### ➡️ Generate the PDF File
1. In the detail panel, click the **Actions** button (top right).
2. Select **Print Claim **from the dropdown menu.
> ⚠️ The** Print Claim** option only appears for files of type Insurance Claim. For an Injury Report, this option is absent from the Actions menu — this is expected; the feature does not cover this file type in this first version.
### ➡️ Download and View the PDF File
1. The system automatically generates a PDF file and displays it in the browser's download manager.
2. Click the downloaded file to open and view it.
> ℹ️ Regardless of the Claim's Status (*Pending, Approved*, etc.), the PDF file can be generated at any time.
### ➡️ Understanding the Content of the Generated File
1. **Page 1 **of the PDF corresponds to the **Hockey Canada Injury Report** and is automatically filled in with the data entered in the HCR: player's contact information, age division, class, injured body part, nature of the injury, circumstances of the accident, etc.
2. The **Physician's Statemen**t and **Dentist's Statement **sections (page 2) remain blank: this information is not stored in the HCR and must be entered manually on the printed form by the healthcare professional.
---
## :spordle_page: Summary Table of Items
| | |
| --- | --- |
| **Item** | **Description** |
| **Insurance Module** | Section of the HCR that groups Injury Reports and Insurance Claims. |
| **Injury Report** | File type documenting an incident. Does not support PDF generation in this version. |
| **Insurance Claim** | File type (compensation request) for which the PDF can be generated, regardless of status. |
| **"Print Claim" Action** | Actions menu option, visible only on an Insurance Claim, that triggers PDF generation. |
| **Generated PDF File** | Document based on the Hockey Canada Injury Report, pre-filled with the claim's data. The Physician's Statement section must be completed manually. |
---
## :spordle_page: Special Cases and Points of Attention
- **Access not restricted to administrators:** any HCR user with access to the Insurance module can generate the PDF for their claim, not only organization administrators.
- **Scope of the first version:** only Insurance Claims are covered; Injury Reports do not have this option at this time.
- **Claim status:** PDF generation is possible regardless of the displayed status (Pending, Approved, etc.).
- **Physician's Statement not stored:** this section is not entered in the HCR; it must be completed by hand on the printed document.
---
## :spordle_page: Conclusion and Next Steps
You can now generate, at any time, a PDF file based on an insurance claim directly from the HCR. This document automatically incorporates the data already entered and requires only a manual addition for the physician's statement.
You can now:
- Generate the PDF of an existing insurance claim to send to the relevant healthcare professional.
- Keep a copy of the generated document in the member's file, if needed.
- Check the claim's status at any time via the detail panel, without this affecting PDF generation.
---