Overview
Custom fields are templates that are created in settings, and used within medical notes. These custom fields allow you to further customize your medical note templates for your clinic's needs.
Creating Custom Fields
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Click on "Settings"
Click on "Templates" and select "New Template"
Complete the form that appears (be sure to select "Custom Field" as the type). If you would like to create a drop-down list, each picklist value should be on its own line (i.e., press enter after defining the value). The drop down list is optional.
Select the section that is applicable for this new field
Click "Save + Done"
Adding a Custom Field to a Medical Note Template
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Click on "Settings"
Click on "Templates" and select "View Medical Notes"
Click on the name of the applicable medical note
Navigate to the section to which your custom medical note was added - you may need to expand that section by clicking on the arrow next to the name of the section
Check the box next to the custom field to add it to your medical note template. Custom fields will always be on the bottom of the field list of the section
Click "Save"
New custom fields can only be added to new medical note templates to preserve the integrity of existing medical notes.
To learn more about creating medical notes in DaySmart Vet, please see click here.
Edit or Delete Custom Field
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Click on "Settings"
Click on "Templates" and select "View Custom Fields"
Click the "Edit" option on the far right of the applicable custom field
Make the desired changes and click "Save"
Deleting a Custom Field
Follow the same steps as editing a custom field, and select the "Delete" option which is to the right of the edit option. See screenshot above for an example.
Edits made to a custom field will only apply to new uses of the applicable medical note template to preserve the integrity of existing medical notes.
Deleted custom fields will no longer be available for use in new medical notes, and it will be deleted from existing medical note templates. However, existing medical notes that contain this field will not be impacted.