Custom Data

Scheduler allows for setting up custom fields for both ‘Appointment’ and’ Patient’ data.

Custom Appointment Data

1.   Enter Name to be used for the data field.

2.   Enter data ‘Type’ from drop-down selections.

3.   Optional: Default information.

4.   Optional: If ‘Type’ selected was ‘Checked – Dropdown’ or ’Dropdown’, enter Dropdown Choices.

5.   Click ‘Save’

Note: To view ‘Custom Appointment Data’, right click on an appointment  and select ‘Open’.

Custom Patient Data

1.   Enter Name to be used for the data field.

2.   Click in the ‘Custom Field Type’ and using the drop-down, select field ‘Type’.

To view custom fields, go to ‘New’ or ‘Edit’ a Patient record.