Each practice is unique! You may need to record additional data for clients and patients that is not already in Vetspire. In More > Admin > Configure > Custom Fields, you can create custom client and patient information fields that are completed when adding a new profile. Additionally, you can create custom appointment information fields that display on the Schedule Appointment window when booking a patient through Schedule or Patient Chart.
Custom fields are not required when creating a new client or patient or when creating an appointment.
Create a Custom Client or Patient Information Field
In your Custom Fields settings, select either Create Custom Client Field or Create Custom Patient Field to get started.
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Enter the Name of the field.
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Select the data Type for the field: Text, Date, Number, or Yes/No.
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(For Patient Information Fields) For the ‘Include on Appointment modal?’ option, select INCLUDE to add the custom field to the Schedule Appointment window.
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Select CREATE FIELD.
Examples:
Custom client fields display in the client profile under Additional Information.
Custom patient fields display in Patient Chart > Info > Customized Fields.
Video: Custom Client Information Fields
Video: Custom Patient Information Fields
Create a Custom Appointment Information Field
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Go to More > Admin > Configure > Custom Fields.
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Select the Create Custom Appointment Information Field button.
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Enter the Name of the field.
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Select the data Type for the field: Text, Date, Number, or Yes/No.
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For the ‘Include on Appointment modal?’ option, select INCLUDE to add the custom field to the Schedule Appointment window.
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Select CREATE FIELD.
Example: In the Schedule Appointment window, expand the Custom Fields section to view and enter information in your org’s configured fields.
