You must have Administrator rights to perform this task.

This help topic describes functionality that may not be part of the feature set in use at your company.

 

Add Custom Field

The Add Custom Field feature allows Administrators to create new Custom Fields that will be added to the Add Patient wizard and the Patient Summary. Custom fields allow organizations to capture additional custom information not currently recorded for patients.

To add a new custom field:

1. Click Administration, Settings and Customization. Click the Add Custom Field button and select to add a Text Field or Dropdown menu.
   Wizard for the selected option launches.

Add Custom Text Field

1. Enter a Label and Help Text for the Custom Text Field.
   New Custom Text Field is saved and will appear on the Add Patient wizard and Patient Summary section.

2. Click the Save button.
   Custom Text Field is saved.

Add Custom Dropdown

1. Enter a Label, Help Text, and Dropdown Options for the Custom Dropdown menu.
   
   Note: Enter the Dropdown Options in the order they should appear in the drop-down menu.
   
   Note: After saving, you will be able to add new Dropdown Options, but you will not be able to edit or remove saved options.

2. Click the Save button.
   New Custom Dropdown menu is saved and will appear on the Add Patient wizard and Patient Summary section.

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