During Initial Patient Creation:
Create a New Patient Record:
Begin by adding a new patient record, entering the standard patient demographics such as name, contact info, etc.
Access Custom Fields:
As you fill out the patient’s information, look for the section specifically for custom fields.
Enter Custom Data:
In the Custom Fields section, find the fields you need to fill out and input the relevant information.
Add Values:
For each custom field, simply enter the appropriate data. Some fields may have options like drop-down menus or checkboxes, while others may require text input.
Save:
Once you’ve entered the necessary data into the custom fields, save the new patient record to confirm the changes.
Editing Custom Fields on an Existing Patient Record:
Search for the Patient Record:
Locate the existing patient record you want to update.
Edit Demographics:
Once the patient record is opened, click on the Edit Demographics option. This will allow you to make changes to the patient’s details, including custom fields.
Navigate to Custom Fields:
In the edit mode, scroll to the Custom Fields section. This area will display any custom fields already filled in with data, along with options to modify or add new information.
Show More Custom Fields:
If additional custom fields are not immediately visible, look for a button labeled "Show More". Clicking this will display extra fields that may be available for the patient’s record.
Update or Add Values:
In this section, either update existing values or add new data for the required custom fields.
Save:
After adding or editing the custom field values, save the changes to ensure they are updated in the patient’s record.
Key Points:
System-Pinned Custom Fields: These are fields that are pinned and are visible to all users in the patient quick view panel within the patient record.
Additional Custom Fields: Your system might allow you to add additional custom fields. You can access these by clicking “Show More” if they are not initially visible.
User-Pinned Custom Fields are fields that individual users can manually select to be always visible in the patient record's quick view side panel. These fields remain fixed in the panel, regardless of whether they have a value or not. Unlike system-default pinned fields, these are customized by the user to highlight information that is most relevant or important to their specific workflow. User pinned custom fields are only visible to the user who pinned them.
By following these steps, you can easily manage and update custom field values both during the initial creation of a patient record and when editing an existing record.