Create a custom field
Record extra details on patients, leads and more.
Custom fields let you store information Sovica doesn't ask for by default, such as a preferred contact time. Go to Setup, then Fields. Tabs along the top show the fields for each record type.
Add a field
Click Create, then pick the record type the field belongs to.
Enter a Name and choose a Field Type. For a choice or dropdown, list the Options, one per line.
Add a Group to keep related fields together.
Tick the behaviour you want, then save.
You can't change a field's type after you create it, so choose carefully.
The behaviour options
Required: the field must be filled in.
Important: highlighted when it is empty.
Hide in mobile app: staff won't see it in the Sovica mobile app.
Always visible in Client detail view and Appears in add Client views control where it shows on a patient record. Other record types use the same options.
Edit or remove a field
Click a field to edit it, and use the Active switch to retire it.
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