CLINIC HQ

14.8. Adding Custom Fields to a Template

There are endless opportunities for your custom templates when you use custom fields! Most often, clinics use custom fields on the go-home paperwork to display notes or for client communication.

Download a List of merge fields.

Here’s How:

  1. Open the Word document for the custom template.
  2. Copy the custom field from the fields list in Clinic HQ. Be sure to only copy the text and NOT the << >> special characters.

  1. Place the cursor where you want the custom field to be dropped. Then at the top of Word, click the tab “Insert” > Quick Parts > Field > Select Merge Field from the list.
  2. Paste the custom field hint in the Field Name box and click OK to save and insert.

Step by step screenshots:

Copying a custom field
Inserting a field
Adding a field
Adding a field