Setting Up Custom Field


If a specific client or location needs to capture additional data, you can create custom fields on the job request page at the client or location level.

  • Navigate to Database -> Client or Database -> Location (Healthcare Edition)

  • Navigate to the "Custom Fields" tab

  • Click on the '+' Icon, a new pop-up window will appear

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  •  Field Name: Name of the new custom field
  •  Field Type: Select the type of field needed 
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  • Visible to Interpreters: If checked, the custom field will be visible to the assigned interpreter. The field will be visible as a read-only, the interpreter cannot edit or modify the data.  
         NOTE: If the administrator wishes to add the field into the email templates, use the Placeholder "Location Custom field" in the email templates. The field will be visible ONLY if the interpreter is assigned to it. 
  • Required: If checked, the custom field will be a mandatory field. The scheduler, client user or the admin user cannot save the new job without adding this information.
  • Visible to Appointment Type: The custom field can be associated with only certain type of Appointments. If none are selected, it will be applied to ALL appointment types.