Custom Fields Overview

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 and reporting requirements.

Custom Field Locations

Custom Fields can be added when:

  • Registering a Patient: On the Patient Registration and Modify Patient (Demographics) screen
  • Scheduling an Appointment: On the Add Appointment screen on the Calendar
  • Entering a Charge: On the Post Charge screen
  • Entering a Service Facility: On the Modify Facility screen in the Service Facilities Library
  • Entering a Policy: When adding an Insurance Policy on the Insurance Management screen
  • Entering an Insurance: On the Modify Insurance screen in the Insurances Library
  • Entering an Employer: On the Add/Modify Employer screen in the Employers/Attorneys Library
  • Entering a Billing Location: On the Modify Pay To Locations screen in the Billing/Pay To Locations Library
  • Entering a Billing/Rendering/Supervising Provider: On the Modify Provider screen in the Billing/Rendering Providers Library
  • Entering a Diagnosis Code: On the Modify Diagnosis Code screen in the ICD Codes Library
  • Entering a Procedure Code: On the Add/Modify Procedure Code screen in the Procedure Codes Library
  • Entering a Receipt: On the Add Payment and Modify Payment Receipt screens
  • Entering a Case: On the Add/Modify Case screen
  • Creating a Reference Batch: On the Add/Modify Reference Batch screen
  • Create a Note: On the Add/Modify Note screen
    • Related Articles

    • Add/Modify Custom Fields

      Add a Custom Field If 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. From the Admin Dashboard, select Custom Fields. Select ...
    • 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 ...
    • Worklists Overview

      A User can only see the Worklists if Permissions have been granted in User Maintenance. Organize your Workflow with Worklists Use Worklists to organize work by assigning Tasks with due dates and follow-up dates. Administrators control the information ...
    • Custom Patient Query (CPQ)

      Custom Patient Query (CPQ) The Custom Patient Query report is located in the Patient panel on the Reports screen and is built by the User. The content of this report is Patient related. For instructions on building a Custom Query Report, see Create a ...
    • Custom Encounter Query (CEQ) Report

      The CEQ is a custom report/query tool that queries Encounter Data. Reports > Custom Encounter Query Build a Custom Encounter Query Filter Criteria: Add your filter criteria by clicking the Plus symbol beside "And". The filters you choose will ...