User Defined Fields: Difference between revisions
(Created page with "''User defined fields are a useful way to include any additional information that you may want to filter out later for your patients.'' 1) Go to the patients records screen. User defined can be found at the bottom of the middle column. You can setup your own fields by selecting the ‘'''cog'''‘ button. 1207x1207px 2) Select the relevant field name and choose from a list of field types; Text, Options, Number, Date and Tick Box. File:User...") |
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[[File:User Defined1.png]] | [[File:User Defined1.png]] | ||
3 | 3) Within the [[Filtering]], you can then apply your user defined fields to collect data. For example, we have selected all our patients that are interested in Cosmetic Treatment. | ||
4 | 4) You can then use the merge buttons at the bottom right of the screen. For example, everyone who has shown interest in ‘Cosmetic Treatment’ can receive an SMS message with a promotional message. | ||
[[File:User Defined2.png|1228x1228px]] | [[File:User Defined2.png|1228x1228px]] | ||
Latest revision as of 11:39, 20 January 2023
User defined fields are a useful way to include any additional information that you may want to filter out later for your patients.
1) Go to the patients records screen. User defined can be found at the bottom of the middle column. You can setup your own fields by selecting the ‘cog‘ button.
2) Select the relevant field name and choose from a list of field types; Text, Options, Number, Date and Tick Box.
3) Within the Filtering, you can then apply your user defined fields to collect data. For example, we have selected all our patients that are interested in Cosmetic Treatment.
4) You can then use the merge buttons at the bottom right of the screen. For example, everyone who has shown interest in ‘Cosmetic Treatment’ can receive an SMS message with a promotional message.
