How to Set Up Custom Fields

  • Updated

Overview

  1. What is a Custom Field
    1. Locations
    2. Types
  2. Set Up a Custom Field
    1. Patient Fields
    2. Employee Fields
    3. Vendor Fields

 

 

 

What is a Custom Field

 

A custom field allows administrators to set up additional questions in the following types, that solicit answers from users inside of the locations.

 

 

Locations of custom fields

 

 

 

Types of custom fields

 

Single Line Text Box

Suitable for typing in small bits of information such as names, emails, and numbers.

 

 

Multi-Line Text Area

Suitable for typing in a paragraph of information.

 

 

Checkbox

Simple checked or not checked box.

 

 

Date

Date selector with a calendar attached.

 

 

Drop-Down

Able to set up canned answers that will be shown from the drop-down list.

 

Juvonno_Drop_Down.png

 

 

 

 

Set Up a Custom Field

Go to:

Settings > System Entities & Types > Custom Fields > + New Custom Field

 

Juvonno_-_New_Custom_Field.gif

 

 

Fill out the fields related to the custom field you are adding.

 

 

Name

The name of the custom field. This will appear to the left of the field when displayed.

Type

Location the custom field will be displayed.

Control The type of custom field.

 

 

 

 

Patient Fields

 

Located on all patient profile under the 'custom' section.

 

 

Employee Fields

 

 

 

Vendor Profile

 

 

 

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