...add a custom field?

Modified on Fri, Jun 17, 2022 at 7:36 AM


We have added the ability to create custom fields to services, service groups, activities, client profiles, and staff profiles.  The configuration of each field is consistent regardless of where it's being added, and is documented below.

Setup: Basic

  1. [Navigation Menu] > Service Fields > "Add Field."
  2. Set the label, type, default value, and the options if you've chosen a dropdown field.
  3. If you would like the value of the field to be used in the reimbursement export, choose the field that the value should be substituted for.
  4. Click "Save Field."

Setup: Advanced

For a more advanced configuration walkthrough, please read our tutorial article.

Use & Functionality

The above example shows a custom dropdown list being created so users can choose where they are seeing the location.  You can see the options include user-friendly text along with official values, and a default is also set.  You will also notice that the value of this field when applied to a service will used in the reimbursement export in the CLM05-1 field (place of service / facility code).

Here you can see how the field will appear in the service.  If multiple fields were created, then multiple fields will be displayed in the "Additional Details" section of the service.

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons

Feedback sent

We appreciate your effort and will try to fix the article