Client List - Custom Fields

Transcript:
In this video, we’re going to talk about adding custom fields to the Client List. This information is for Clinical Administrators. 

To customize fields, click “View Admin Panel” and click on the “Facility” tab. There are three Client List fields that are customizable: Location, Discipline, and Custom Field.

For example, if your clinic has two different locations, one in St. Paul and one in Minneapolis, you could add both options into the Admin Panel. Click the green “+ Add” button next to “Locations.” Type the location name and click “Save.” Then when adding in a new client to the Client List, users could select one or more options to designate if the client will be receiving therapy in St. Paul, Minneapolis or both. 

You can also add custom options for Discipline. If your clinic offers Speech therapy and PT, administrators can add these options into the Admin Panel so that one or more can be assigned to clients in the Client List. Click the green “+ Add” button next to “Disciplines.” Type the discipline name and click “Save.” Do this for each discipline. 

Lastly, you can create a new custom field to be used however you’d like.  For the “Custom Field,” click your cursor in the box right underneath “Custom Field Label” and type the title of your field (ie Sliding Scale). Click “Save.” Then click the green “+ Add” button and type one of your dropdown options into the field. Click “Save.” Click “+ Add” for as many dropdown options as you would like. For example, the title could be “Sliding Scale” and the options could be “Plan A” “Plan B” “Plan C.” It is up to your clinic how to utilize this field.

Please note that you must refresh your page after making changes to the locations, disciplines and custom fields in the Admin Panel before opening the Client List. This allows the changes you made to be updated in the rest of the dashboard.

You can further customize how fields appear in the Client List by selecting which fields you’d like to show and which you’d like to hide for the whole clinic. Under “Client List Visible Fields” check the boxes next to the fields that your clinic would like to appear on the Edit Info page in the Client List. Any unchecked boxes will be hidden. 

When you open the Client List, you’ll notice that the selected fields are visible from the At a Glance view and from the Edit Info page which show the very same fields. Any data that is typed into these fields will be retained if you decide you’d like to hide them later on. This data will simply not be displayed. If you decide to begin showing those fields again, the data will become visible again.

Please note that you must refresh your page after making changes to the locations, disciplines and custom fields in the Admin Panel before opening the Client List. This allows the changes you made to be reflected accurately.

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