Add extra (custom) fields

Customize your database by adding extra information or fields to certain tables. You can make fields searchable, and you can set the system to update the field automatically.

Add an extra field:

1. Click your name in the menu bar. Then select Administration.
2. Under System Admin, click Extra Fields.
3. Click Add New Extra Field.
4. From the Entity drop-down list, select how the extra field will be used: Clients, Patients, or Products.
5. In the Title box, enter the label for the field.
6. From the Setup drop-down list, select the type of field this is.
7. Enter a default value.
8. From the Display Order drop-down list, select the order in which this field should appear.
9. Select Yes to show a timestamp for the field. The timestamp indicates when the field was last edited.
10. In the Searchable box, select the search parameters for the field.
11. From the Display Column in Search Grid drop-down list, select Yes to add the extra field to the grid on the client or patient search window.
12. Click Add Extra Fields.
13. Click Save Changes.

Set the system to update a custom field automatically:

1. Click your name in the menu bar. Then select Products.
2. Search for and select the product.
3. On the product page, click Edit Special Actions.
4. In the Edit Special Actions window, scroll down to view the Update a Patient Field area.
5. Select the Set the following patient field
6. Select the extra field you created from the drop-down list, and enter the value in the box.
7. Click Save Special Action.