This is an intentional constraint in how the VOB summary document is generated, not a bug or configuration error.
When This Affects You
You may encounter this limitation if you are:
Trying to add a new column (e.g., "Admission Co-pay") to the SA/MH Coverage section of the Full VOB
Noticing that a custom field you added to the SA/MH Coverage block appears in the CRM layout but is missing from the exported PDF
Attempting to document co-pay or other custom benefit details within the SA/MH Coverage block for PDF reporting purposes
How the SA/MH Coverage Block PDF Export Works
The Full VOB PDF export for the SA/MH Coverage block is built to render only two specific fields:
Limitations
Details
Any custom fields added to the SA/MH Coverage block — regardless of how they are configured in the CRM layout — will not be included in the generated PDF. The data entered into those fields is saved in the CRM, but the PDF template does not support rendering them.
⚠️ Important: This is a design constraint of the VOB PDF export, not a bug. Requesting a custom field in this section of the PDF would require a fundamental change to the VOB export structure.
Workarounds
If you need custom information (such as co-pay details) to appear in the Full VOB PDF export, you have two options:
Option 1: Use the 'Details' or 'Limitations' Field
Log co-pay or other custom benefit information directly in the Details or Limitations field within the SA/MH Coverage block. Since these are the only fields pulled into the PDF, your information will be captured in the export.
Option 2: Move the Field to a Different Block
If you need the field to appear as its own column in the PDF, consider moving it to a block outside of the SA/MH Coverage section. Fields in other blocks may render correctly in the exported PDF depending on how those blocks are configured.
💡 Tip: Contact Dazos Support if you need help identifying which blocks support custom field rendering in the Full VOB PDF export, or if you need assistance moving a field to a different block.
Tips & Notes
✅ Best Practice: Before adding custom fields to the SA/MH Coverage block, confirm whether you need that data to appear in PDF exports. If so, use the Details or Limitations field, or place the field in a supported block.
⚠️ Note: Custom fields saved in the SA/MH Coverage block are not lost — the data remains accessible in the CRM record. Only the PDF export is affected.
Related Resources
Understanding Empty Financial Fields in VOB Responses Despite Active Coverage (CRM)
Understanding Instant VOB Field Mapping Limitations for CRM Reports (CRM)
Troubleshooting Hidden Fields Appearing in PAA PDF Exports