Patient Fields

Custom patient fields are fields that can be added to various areas of the program.

In the Main Menu, click Setup, Family/Insurance, Patient Field Defs.

Custom Patient Fields can show in several areas including:

Use the Up and Down arrows to reorder Patient Field Defs. Click Add to create a new field.

Display patient fields that have been renamed or hidden:

Edit Patient Field Def

Click Add or double-click an existing field to edit. The available options in the window depend of the selected Field Type

Field Name: Enter the field label.

Field Type: Select the type of field to determine how data is entered.

Up / Down: Only available for PickList Field Type. Highlight an item and click to update the order of the item in the Pick List Items area.

Add: Only available for PickList Field Type. Click to create a new item in the Pick List Items area. Opens Patient Field Pick Item.

This window also opens when double-clicking an item in the Pick List Items area. Existing items can be edited.

Merge: Only available for PickList Field Type. Highlight items in the Pick List Items area and click to merge selected items. This cannot be undone. Once merged

Hidden: Patient field defs in use cannot be deleted. Check to hide them instead.

Click Save to close the window and keep changes.

Field Display

On the Patient Field Defs window, click Setup to open the Field Display window and determine where Patient Fields are shown.

All Patient Fields Defs can displayed in all patient information areas (Chart, Account, Family, Ortho Chart), or only certain fields can be displayed in individual areas.

Field Location: Click the dropdown to select the location. Options include:

Visible vs Hidden Fields: Determine which fields should be visible and which should be hidden. To move a field to a different grid, highlight it, then click the right/left arrow.

Patient Field Defs that are not in use or fields in use (i.e., a value has been entered into the field) but not added to an appointment view can be hidden. Fields in use and added to an appointment view cannot be hidden; a warning displays when attempting to hide these fields.

Click Save to close the window and keep changes.

Note:
  • To view Patient Fields in module Patient Information areas, they must be set up in Display Fields. Add PatFields to the Patient Information (Family Module), Account Patient Information, or Chart Patient Information categories to display Patient Field defs in the corresponding module.
  • The Patient Fields area is always displayed in the Ortho Chart.
  • Individual Patient Field Defs can be added to the SuperFamily Grid Columns Display Fields category.

Using Patient Fields

To enter data into a patient field, double-click the field where displayed (e.g., Family Module).

Patient Fields displayed in SuperFamily Grid Columns are read only. Edit data from another area.

Options vary depending on the Field Type and setup.

Auto Note: This button is only available for Text Field Types in the Ortho Chart. Click to enter an Auto Notes.

Click Save after selecting or entering informating to close the window and keep changes.