Overview
The Custom Fields feature in MediRecords allows you to customise data collection by adding additional fields specific to your practice or organisation. This guide provides step-by-step instructions on how to access, create, and manage custom fields, helping you tailor the system to capture the information most relevant to your needs.
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âTable of Contents
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đ Accessing Custom Fields
- Navigating to the Custom Fields section
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đ Creating a New Custom Field
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Add new custom fields for patient records
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đ Editing an Existing Custom Field
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Modify details of an existing custom field
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đ Accessing and Using Custom Fields in a Patient Record
- Use custom fields to capture additional patient information
đ Accessing Custom Fields
1. From the Navigation Menu, Click More.
2. Click on Settings.
3. Click on Licensing & Features.
4. The toggle will be enabled by default. You can click it to disable if needed.
5. Click on the Custom Fields tile.
đ Creating a New Custom Field
6. Click the drop-down arrow next to the Create New Field button, located on the right-hand side above the grid.
7. Select the type of custom field you want to use.
8. Click the drop-down arrow from the Entity field.
9. Select Patient.
âšī¸ Other entities will be added in future releases.
10. In the Field Name, Input a custom name for the field.
11. In the Field Character Limit section, you can adjust the value as needed.
âšī¸ The maximum number of characters supported for this field is 100
12. Provide a default value for the field if applicable.
âšī¸ Set the default value for this field as desired.
13. Enter a placeholder name if necessary.
âšī¸ This field serves as a guideline for users, indicating what information can be entered.
14. Toggle the switch to make this field mandatory, if needed.
âšī¸ When enabled, this field must be filled with data. If you are in a Patient Record, you will be unable to save any changes unless this custom field contains an entry.
15. Click Save to confirm.
16. A pop-up will appear, confirming that the custom field has been created successfully.
âšī¸ Your newly created custom field is now visible in the grid list. Additional custom field types available include: Number, Field Date, Picker Checkbox.
đ Editing an Existing Custom Field
17. Find the custom field you want to edit in the grid list.
18. You can use the search bar to enter the name of the custom field you wish to find.
19. You can use the filter to narrow down your search by type.
20. Deselect the applicable options by type. Alternatively, you can untick Select All and then check the specific types you want to include.
21. In the Activation Status column, you can toggle the status on or off to change the active state as needed.
22. To edit the custom field, click the pencil icon located on the far right of the field in the grid list.
23. Make any necessary changes and click Save to confirm.
âšī¸ When editing, you will not be able to change the Field Type or Entity.
đ Accessing and Using Custom Fields in a Patient Record
24. In the Patient Record, select the Details tab.
25. Click on Additional.
26. The active custom fields will be displayed in this area.
27. Click on the custom field where you want to enter the relevant data.
28. Click on Save to confirm.
âšī¸ Mail merge fields are available for the custom fields, which can be utilised when creating letters for your patient using the Letter Writer feature, if needed.
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