How to use custom fields
Custom fields need to be created before they can be associated with a patient. For instructions on how to do this, review our How to create a new Custom Field article.
Adding a New Custom Field to a Patient
- Go to the patient's Clinical Summary tab.
- Select
Managein the bottom right section.
- In the Custom Fields Manager screen, select the custom field to be added.
- Choose the value for the custom field and select
Set. - Once all required custom fields have been added, select
Close. - The custom field/s will now display in the Clinical Summary screen.
To remove an existing custom field from a patient, select Clear. It will now display the user who deleted the custom field and what date it was deleted.
Viewing Alerts for Custom Fields
Booking Form
- When the 'Alert User' check-box has been ticked in the Custom Fields Administration screen, an alert will be displayed in a red box in the booking form.
If there is more than one custom field for a patient, the user can view the full Custom Fields Manager screen via the ... icon.
Diary
- When the 'Alert User' check-box has been ticked in the Custom Fields Administration screen, in the diary, the booking for that patient will display a colour gradient.
- To view the alert, you can hover over the booking in the diary.
