Within a case filed, you have different fields such as key safe number, date of birth and many more. You can add any fields that you want to to do this follow these steps:
Click the three-line menu.
Click Configuration, then click Services.
Select the relevant service.
Click Fields, then click New Field.
Select a Field Type, then add the label name.
Select the required checkboxes.
Click Submit.
Is Hidden? | Hidden fields are not visible anywhere in the system and can only be used in Reports or Automation Rules. |
Is Read Only? | Read-only fields can only be edited by Automation Rules or Integration. |
Is In Case Creation Wizard? | If selected, the field will appear when creating a new case. This is only applicable to non-integrated clients. |
Is Required In Case Creation Wizard? | If selected, the field becomes mandatory when creating a new case. |
Is In Case Dashboard? | If selected, this field will be displayed in the case dashboard. If not selected, it will only appear in the case details section. |
Show In Visit Details? | If selected, the field will be shown in the employee's visit on the app. |
Is Important? | If selected, the field will be highlighted in the case dashboard. |
Default Vale | Adds a default value to the field. |
Field Tag | Add an allergy tag, if selected, this shows on the EMAR as an allergy. |