User Defined Fields

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.