Every clinic records something ClinyPal didn't think of: a membership number, a school, a funding scheme. Custom fields add it to every record without a workaround in the notes.

Build the fields

The standard details cover identity and contact; custom fields cover what your clinic asks on top: funding details, a Doctor's name, how they'd like to be greeted. Open Settings, then Custom Patient Fields. Fields are set up per location, so pick the location first; the page asks you to save or discard unsaved changes before switching.

1

Add a section

A section is a heading that groups fields, such as Funding or Lifestyle.

2

Add fields to it

Each field has a label and a type. The types are in the table below. For a choice field, add the options.

3

Save

The sections appear on every patient's Details at that location, existing patients included, under Custom patient fields, ready to fill in when the record is next edited.

Field typeUse it for
Single lineA short answer: a membership or funding number.
ParagraphLonger free text: background, how they heard about you in their own words.
Multiple choiceOne answer from a fixed list.
Check boxesSeveral answers from a list that can all apply.
DateAny date other than the date of birth, such as a referral date.
Body chartA mark on a body diagram.
The Custom Patient Fields settings page showing a section named Funding containing two fields, each with a label and a type, and the Save button.
A Funding section with a Single line field for the plan number and a Multiple choice field for the funding type.

Removing a field removes it from every record at that location, and the answers with it, so archive a section you've stopped using only once you've exported anything you need. The same field builder is used for patient form templates, so a question you ask on intake can be kept on the record as a custom field as well.