13.8. Adding Custom Fields to a Template

*THE BIG WHAT
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.

Copying a custom field

3. 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.

4. Paste the custom field hint in the Field Name box and click OK to save and insert.

Step by step screenshots:

1.

Copying a custom field

Inserting a field

Adding a field

Adding a field