How do I manage additional custom fields in my practice settings?
Select the 'Settings' ⚙️ cog and click into 'Practice Settings'. You must have Level 4 (Administrator) permissions to alter practice settings.
Select the 'Custom Fields' tab.
You can see and manage all existing custom fields here.
To create a new custom field, ensure 'Enabled' is selected in the top right, then click 'New Custom Field'.
In the 'Type' field, select what format it should be:
Text - Add a short line of text.
Number - Enter a number, and use up and down arrows to adjust the number.
Dropdown - Select from a list of options which you can create within the settings.
Checkbox - Tick or untick the option.
Paragraph - Add a longer paragraph of text (up to 2000 characters).
Title - This is a formatting option, to make navigation easier if you have many custom fields - use this to create a title which will help you to break down your custom fields into sections.
Spacer - This is a formatting option, to make navigation easier if you have many custom fields - use this to create an empty space to break up your custom fields
Add a name and description, and select what the default should be (ie. what the field will say for all users if nothing is manually entered).
The 'Width' field will dictate how much space the custom field will take up when viewing in the patient record. '4' will be the full width of the window, while '1' will be one quarter of the width.
If you chose the 'Dropdown' type, add the dropdown options you wish to show for the field. Click 'Add new option' for every entry you want, and use the three line button to drag up and down to change the order of the list.
When you are ready, click 'Save'. The field will now show in your list of custom fields in your settings, and will immediately appear in the patient record.
In your custom field settings, you can use the three line button to the left of each entry to drag and drop it to adjust the order. The order they are listed in is how they will appear in the patient record - you can see a preview of this under the list.
