There are two types of Custom Fields. Those that appear on the Details tab(and e-appointments) and those that can be Medical Note Short Tags.
Creating new Medical Note Short Tags or questions on your E-appointment form starts here with a Custom Field.
Custom fields allow you to add content to Clinic HQ. The custom fields can be built with different response options such as dropdown menu, checkbox, textbox, or multiple select.
Custom Fields Groups
In this section of Settings, you can first create custom field groups. These groups are used to assign and sort your custom fields.
Tagging a group as “Is Medical” will add that group and its subsequent custom fields to your Medical Notes. E-appointment-related groups should not be marked as medical.
When you mark a group as medical, the fields will show on the treatment sheet’s medical notes here:
Medical Notes(short tags) are GroupedWe have many groups already in HQ if you need to make more, there is a link up top +Create New Group.
In this list, you can re-order the groups and edit the names if need be.
Managing custom field groupsWhere to use Custom Fields
There are three places the custom field can appear:
- Medical Notes: If the field is assigned to a group that is marked as Medical, then the custom field will appear on the Medical Notes in the treatment sheet.
- Details tab: If the field is not assigned to a medical group, then the field will appear on the Checkout screen’s Detail’s tab.
- E-appointment Form & Details tab: If the field is not assigned to a medical group, and the field settings are ticked for: Field should be displayed on e-appointments form
Fields for medical use
Build out the Medical Note (short tags) to add additional content for exam notes, visit details, and notes for client communication. Adding a custom field to the medcal notes will require the field to be assigned to a group that is tagged as medical.
TIP: You may find it helpful to review pre-existing medical fields and mirror the setup for new medical fields.
Fields for the Details tab and E-Appointments.
If the custom field is not assigned a medical group, the field will show on the Details tab of the checkout page. This would be suitable for fields that are about client demographics or additional animal details.
All fields that are marked to be for the e-appointment form will also show in the Details tab.
Create Custom Fields
Once you have the groups you need, you can add custom fields in the Custom Fields tab.
Create a new custom field by clicking +Create New Field and filling in the information for this field.
Creating a new fieldOn this page, you can assign your fields to different groups.
When creating a new custom field, you must ensure that all areas with an asterisk * have information.
The Template Hint is used to create a custom merge field to add to a Word document. You may not use the custom field for your Word document templates but the hint is required for setup. The template hint should be a one or two-word abbreviation of the field “name.” No spaces, no numbers, no special characters are allowed for the template hint. Letters only. Example template hint: OwnerConcerns or RegularDVM.
Display Order is the assigned location of that field relative to the other custom fields you have. Use the display order to arrange where the field sits in Medical Notes or on E-appointments. If assigned to the order of “1,” that field will appear first within a group of fields or at the top of your e-app custom fields.
Custom Fields for E-Appointments
If you would like to know more information from the client when they are requesting an appointment online, create custom fields and indicate that they should be displayed on your E-appointments. Additionally, you can choose whether this is a required field for the client to respond to by ticking the Required on e-appointments form.
Examples might be: Asking the client if their pet has ever had an allergic reaction to a vaccine? If a cat, is it indoor or outdoor? Is there any chance the pet may be pregnant?
The question will be the field “name.”
E-appointment settings