Create Custom Fields for Patient Details


Custom Fields allows for additional fields to be added to the Patients tab for manual entry, and if using eForms, the fields can be added to forms for patients to fill in and automatically update in their file. 

  1. Go to Location Setup > System Tables tab

  2. System Table: Custom Patient Fields

  3. Click Add

    1. Field Name: Enter the Field Name / Question

    2. Field Type: Select the appropriate field type

      String (60)

      Text of up to 60 characters can be entered


      Allows patient to enter a number with a limit of 10 characters

      Drop Down List Box

      For practices to set answers that are able to be chosenFor each option you would need to ‘Add’ each value and you can set which option you want to make default by putting a tick in the value option and then a tick in the default box

      Check Box

      Inserts a checkbox for patients to check (e.g. They agree to being contacted via Email for promotional purposes)

      Notes (250)

      Text of up to 250 characters can be entered

      Notes (750)

      Text of up to 750 characters can be entered


      Allows a field to be added

    3. Click OK

    4. Go to Patient Records > Patients tab

    5. Click Show Custom Fields                                                                                                            mceclip0.png                                                    mceclip3.png                      

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