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 Fields can be reported on Custom Query Reports.

Additionally, Service Facility Custom Fields are reportable on the following reports: Receipt Management, Payments & Adjustments, A/R Management, A/R Analysis, Practice Analysis, and Period Analysis & Closing.

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 Referring Provider: On the Modify Referring Providers screen in the Referring Providers 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 and on the Provider Dashboard
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
Creating a Note: On the Add/Modify Note screen
Creating a Guarantor: On the Add/Modify Guarantor screen