What custom patient fields are
Custom Patient Fields let an admin add extra fields to every patient record in the clinic, beyond the built-in ones like name and contact details. This is useful for capturing clinic-specific information you want available on every patient, such as an internal reference number or a preferred communication method.
- What custom patient fields are used for
- The field types available
- How to add and reorder fields
- Where this fits with the rest of ClinyPal's form tools
Built on the Dynamic Form Builder
This settings page uses ClinyPal's drag-and-drop Dynamic Form Builder — the same engine behind Patient Form Templates and the intake Forms tab. This article covers just the patient-fields side; for the full mechanics of the builder itself, see the dedicated article in the Clinical Tools category.
Field types
When you add a custom field, you choose from the following types:
| Field type | Use for |
|---|---|
| Single line | Short text answers, such as a reference number |
| Paragraph | Longer free-text notes |
| Multiple choice | Selecting one option from a list |
| Check boxes | Selecting one or more options from a list |
| Date | Date values |
| Attachment | Uploading a file |
| Body chart | Marking locations on a body diagram |
| Signature | Capturing a signature |
Adding and reordering fields
Open Custom Patient Fields
Go to <strong>Settings > Custom Patient Fields</strong>.
Add a field
Add a new field and choose its type from the list above.
Mark it required, if needed
Toggle <strong>Required</strong> if the field must be filled in before a patient record can be saved.
Reorder fields
Use the drag handle next to each field to reorder how they appear on the patient record.
Save
Save your changes so the fields appear on patient records.