In the Main Menu, click Setup, Family/Insurance, Patient Field Defs.
Custom patient fields are fields you can add to various areas of the program. They 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:
- Checked: When a Field Def is in use by a patient, renaming or marking the field as hidden, will cause the old field and any entered data to show in grey text at the bottom of the Patient Information area.
- Unchecked: When a Field Def is in use by a patient, renaming or marking the field as hidden will cause entered data to be hidden from the Patient Information area.
Add or Edit Patient Fields
Click Add or double-click an existing field to edit.
Field Name: Enter the field label.
Note: Data entered in a patient field is tied to the field name. If you edit a patient field name, any data already entered in the field will be hidden, and essentially a new field is created. To view data tied to the original field name, revert to the original name, or create a new field with the same name.
Field Type: Select the type of field.
- Text: Users can enter any freeform text.
- PickList: Users will select from a list of items. Enter one item on each line. Answers will be attached to patients as plain text.
- Date: Only allow users to enter dates. These dates will be attached to patients as plain text rather than as a formal date.
- Checkbox: Create a single checkbox that users can use to indicate yes or true.
- Currency: Only numeric values will be allowed. Values will be converted to currency (e.g. 1 will be converted to $1.00).
- CareCreditStatus: This field is added by default. Users who do not have the CareCredit integration enabled can hide this field. For CareCredit users, this field updates automatically based on Quickscreen results. Once in use, this field cannot be renamed. The three available statuses are:
- Unable to Pre-Approve - Refer Patient to Credit Application
Hidden: Patient field defs in use cannot be deleted. Check to hide them instead.
Location of the Patient Field
Custom patient fields can be available to display in all patient information areas (Chart, Account, Family, Ortho Chart), or you can set patient fields to only be available for specific patient information areas.
Note: To actually display patient fields in the Family, Account, and Chart module patient information areas, also add the PatFields to the corresponding Display Fields
On the Patient Field Defs window, click Setup to open the Field Display window.
Field Location: Click the dropdown to select the location. Options include:
- Account: Fields available for the Display Field category AccountPatientInformation.
- AppointmentEdit: Fields available in the Edit Appointment window. Uses Appointment Field Defs.
- Chart: Fields available for the Display Field category ChartPatientInformation.
- Family: Fields available for the Display Field category PatientInformation.
- OrthoChart: Fields that will display in the Patient Fields area of the Ortho Chart.
- GroupNote: Fields available in a Group Note. (Orion users only)
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.
- Visible Fields: Fields that will show in the Ortho Chart, or when PatFields is added to the corresponding Display Field category.
- Hidden Fields: Fields that will not show.
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 will display when attempting to hide these fields.
Using Patient Fields
To enter data into a patient field, double-click the field.
Enter the information, then click OK.