Add/Modify Custom Fields

Add/Modify Custom Fields

Add a Custom Field

NotesIf you set the Data Type on the Custom Field to Text, you will get additional options that are not available for the other Data Types. See Text Data Types for more information.

  1. From the Admin Dashboard, select Custom Fields.

  1. Select the Add button.

  1. Used When: From the dropdown list, select the screen where the Custom Field is to be added.
  2. Label: The Field Name that appears on the destination screen.
  3. Active: Ensure that the Active checkbox is checked to use this Custom Field.
  4. Data Type: Select a Data Type based on how the Custom Field will be used.
  5. Mandatory: Check if you want this field to always be completed, which restricts the saving of the page where the custom field is located unless it is completed. (Optional)
  6. Size: Number of characters allowed in this Custom field.
  7. Read Only: This field is designed to be populated via the API/Interface for Read only purposes.
  8. Lookup and Use Lookup as Dropdown: These fields only appear when the Data Type is Text. See Data Types for more information.
  1. Select Save [F2].


Modify a Custom Field

  1. On the Admin Dashboard, select Custom Fields.

  1. Select the Custom Field.

  1. Make the desired changes.
  • If the Custom Field has been used, some fields will be grayed out and cannot be changed.
  1. Select Manage to add or modify Lookup Items for Text Data Types only (see
  • Add/Modify Lookup Items below for additional instructions).
  1. Select Save [F2].


Add/Modify Lookup Items

  • Select the Add button to add new Lookup Items.
  • Select the Modify icon to change an existing Lookup Item.
  • A Lookup Item can be deactivated from the Modify Lookup Items screen.
  • Lookup Items that have never been used can be deleted.


Deactivate a Custom Field

  • Custom Fields can be deactivated but cannot be deleted.
  • To deactivate a Custom Field, uncheck the Active checkbox on the Add/Modify Custom Field screen.



Learn More

Custom Fields Overview

Custom Field Data Types

Filter for Custom Fields on a Receipt




    • Related Articles

    • Add or Modify a User

      A Site Administrator is the only one authorized to create and modify Users. User Maintenance From Admin on the Left Side Menu, select User Maintenance. Search for existing Users by using the Filter Criteria. You will be prompted to enter your ...

    • Custom Fields Overview

      Custom Fields can be added to any data entry screen to track specific data, such as how a patient heard about your practice. These fields provide the flexibility to capture unique or specialized information that is important to your specific workflow ...

    • Use Mappable Fields for Forms

      List of Mappable Fields Access the List of Mappable Fields here. A list of mappable fields is also available from the PM System. Access the Mappable Fields List from the PM System On the Left Side Menu, select Libraries. Under Master Tables, select ...

    • Enrollments: Create Enrollments Panel

      Create Enrollments Panel Home Dashboard > Actions Panel > Enrollments button > Create Enrollments Panel Enrollment Templates Begin the Enrollment process by creating your Enrollment Templates. Enrollment Templates are used to auto-fill the Forms. If ...

    • Custom Query Reports Overview

      Custom Query Reports Overview Custom Query Reports can be custom-built to produce the output and columns you want specifically. A Default Report is System delivered for each Custom Query Report. They all operate in the same way but pull specific ...