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:

• Patient Information area of the Family Module.
• Patient information area of the Account Module.
• Patient Information area of the Chart Module.
• Patient Fields area of Ortho Chart.
• Appointment Views

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.

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:
  • Pre-Approved
  • Unable to Pre-Approve - Refer Patient to Credit Application
  • Cardholder

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.

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.

Options will 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 OK after selecting or entering informating to save.