Working with custom fields

Working with custom fields

Custom fields work in conjunction with custom medical notes.  Custom fields allow you to add fields to your custom medical notes that are not part of the default fields.  In addition, custom fields allow you to define a picklist of values for that field.

To create a custom field:
  1. Click on "Settings"
  2. Click on "templates" and select "new template"
  3. Complete the form that appears (be sure to select "custom field" as the type).  Each picklist value should be on its own line (i.e., press enter after defining the value).  
  4. Select the section that is applicable for this new field
  5. Click "save"
To add a custom field to a custom medical note template:
  1. Click on Settings
  2. Click on "templates" and select "view medical notes"
  3. Click on the name of the applicable medical note
  4. Navigate to the section to which your custom medical note was added - you may need to expand that section by clicking on the arrow next to the name of the section
  5. Check the box next to the custom field to add it to your medical note template
  6. Click Save
New custom fields can only be added to new medical note templates to preserve the integrity of existing medical notes.

To edit a custom field:
  1. Click on Settings
  2. Click on "templates" and select "view custom fields"
  3. Click on the gear icon for the applicable custom field and select "edit custom field"
  4. Make the desired changes and click "save"
Edits made to a custom field will only apply to new uses of the applicable medical note template to preserve the integrity of existing medical notes.

To delete a custom field:
  1. Click on Settings
  2. Click on "templates" and select "view custom fields"
  3. Click on the gear icon for the applicable custom field and select "delete custom field"
  4. Confirm your intent to delete the custom field
Deleted custom fields will no longer be available for use in new medical notes, and it will be deleted from existing medical note templates. However, existing medical notes that contain this field will not be impacted.

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