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Custom Appointment Fields Overview

Article author
Ly Do
  • Updated

Overview

Custom Appointment Fields are fields that can be added to an appointment summary that is specific to a participant and the appointment. These fields can be customized to meet your organization's needs, and they are useful for storing information like billing codes, referral sources, or the primary reason for a participant's visit. 📅

To utilize Custom Appointment Fields, follow these steps:

Guide 📖

Create Custom Appointment Fields: Before applying Custom Appointment Fields to a participant, ensure that you have created these fields for your organization or clinic. If you need guidance on creating these fields, refer to this article. 

Access Appointment Summary Page: To begin, navigate to the appointment you want to work on. Click on the "View" button for that appointment to access the Appointment Summary Page.

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Access Custom Appointment Fields Section: Once you're on the Appointment Summary Page, look for the section labeled "Custom Appointment Fields." This is where you can enter the specific information for this appointment.


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Input Information: Custom Appointment Fields can come in various formats. You can expect to see the following types:

a. Text Input: If the field is a text input, you can simply enter text into the field provided. This is useful for adding freeform text information.


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b. Multi-select Dropdown: If the field is a multi-select dropdown, you can choose one or multiple options from the available choices. This is helpful when you have predefined options to select from.

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Save Your Changes: After you've added the necessary content to the Custom Appointment Fields, click on the "Save" button to save your changes. If there are multiple Custom Appointment Fields to fill out, you can click "Back" to access the list of all fields and choose the next field you want to add information to.


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🚨Side Notes

  • Mandatory Fields: Keep in mind that if there are mandatory custom appointment fields, you will need to submit information for these fields in order to complete the appointment. Failure to do so may prevent you from finalizing the appointment.
  • Timing: You can add or edit Custom Appointment Fields both before and during the appointment. However, once you've completed the appointment, you will not be able to access the Appointment Summary Page for that appointment, so make sure to input all necessary information before finalizing it.
  • Group Sessions: In a group session, you have the flexibility to apply custom appointment fields for each participant individually by selecting the appropriate field options, or you can apply the same field options to all participants in the group.


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Need A Hand? 🙋🏽🤔

Followed all the steps but still having issues? Feel free to reach out to our support team, we're more than happy to help!

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