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How to use custom fields in Dentally

๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฎ๐Ÿ‡ช UK, CA, AU, ROI - Let's take a look at the different types of custom fields in Dentally/

Amber Morris avatar
Written by Amber Morris
Updated over 2 weeks ago

What are the different types of custom fields in Dentally?

Custom fields allow you to add and include additional information against your patients and treatment items. There are actually 3 different types of custom fields in Dentally, which can be used for gathering different information. The three types are as follows...

  • 2 Additional Fields on the patient record details tab

  • Custom Fields/Screens that can be created and linked to the patient record

  • Custom Fields/Screens that can be created and linked to treatment items

Find out how to create, add, edit, or amend these custom fields and screen templates below ๐Ÿ‘‡

Add and amend the 2 Additional Fields on the patient record details tab

Settings > Practice > Other Tab > Custom Fields & Charting.

Here, you can amend the titles of the fields. They are free-type boxes only. They can be reported on using the patient report. This is a great way to record additional information that's available at a glance.

Creating & editing Custom Fields Screens that can be created and linked to the patient record:

Settings > Practice > Custom Fields Tab

Creating, editing and adding Custom Fields/Screens that can be created and linked to treatment items:

Settings > Treatments & Plans. From the treatment list, select the treatment item > Fields Tab > New Custom Field.

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