Building your own patient fields
The standard patient details cover the essentials, but every clinic tracks a bit more — an intake question, a preference, a clinical marker specific to your practice. Custom fields let you add exactly that, and they show up on every patient's record from then on.
Set up your fields
Go to your settings and open Custom patient fields. Add a section to group related fields together — for example, an intake section or a lifestyle section — then add fields inside it.
Each field can be a single line of text, a longer multi-line answer, a multiple-choice question, a set of checkboxes, a date, or a body chart for marking a location on a diagram.
| Field type | Good for |
|---|---|
| Single line | A short answer, like a membership number. |
| Multi-line | Longer free text, like background notes. |
| Multiple choice | One answer from a fixed list. |
| Checkboxes | Several answers that can all apply at once. |
| Date | Any date you need to track, beyond date of birth. |
| Body chart | Marking a specific location on a diagram. |
If your clinic has more than one location, custom fields are set up per location — switch locations at the top before adding fields that should only apply there.
Filling them in on a patient
Once saved, your sections and fields appear on every patient's details, ready to fill in the same way as any other field.