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 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 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

Learn More

Add/Modify Custom Fields

Custom Field Data Types

Custom Field Lookup Items

Custom Query Reports Overview


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